
Analysts said Saudi Aramco is unlikely to reduce its overall oil exports to the West after suspending Red Sea shipments following Houthi attacks on two Bahri-operated crude carriers. Aramco has alternative routes to Europe, including the longer route around the Horn of Africa.
Analysts still expect short-term disruption and concern in crude and shipping insurance markets.
Aramco's rerouting limits the supply loss, so the net crude price effect may be modest. Short-term disruption and higher insurance and freight costs could still keep energy prices volatile.
過去の中立な地政学イベント63件の後、原油(ブレント) は5営業日で中央値 -0.5% 動き(44% が上昇。中央50%は -4.4% から +2.6%)、20営業日では -2.7% 動きました。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。