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Money managers cut net long positions in US gasoline and diesel contracts by about 20%. The reduction came amid talk of a possible ban on oil product exports, and Goldman Sachs advised hedging ULSD exposure.
Possible export restrictions on US products would keep domestic diesel supply higher and weigh on US prices relative to global markets. Fund liquidation adds downward pressure on near-term futures.
在过去 21 次看跌的政策事件之后,ULSD / 柴油 在 5 个交易日内中位数变动 -2.4%(38% 上涨;中间一半区间为 -6.5% 至 +4.7%),20 个交易日内为 -1.1%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。
Funds cut net longs in diesel and gasoline by about 20% amid export-ban talk, so positioning liquidation added selling pressure on ULSD.