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The National Economic and Social Development Council (NESDC) expects the baht to trade between 34.5 and 35.5 per dollar in 2025 and Dubai crude to range from $75 to $85 per barrel. It cites Fed policy, Middle East conflict, falling US rig counts, US-China trade tensions and OPEC+ supply plans as the main drivers.
Expected oil volatility feeds through to diesel and freight costs for feed transport, and a volatile baht affects import costs for Thai feed buyers.
历史可比事件尚不足,暂无法给出历史解读。
在过去 54 次中性的宏观事件之后,原油(Brent) 在 5 个交易日内中位数变动 +0.4%(57% 上涨;中间一半区间为 -2.8% 至 +2.5%),20 个交易日内为 +0.6%。
在过去 102 次中性的宏观事件之后,原油(WTI) 在 5 个交易日内中位数变动 -0.1%(49% 上涨;中间一半区间为 -3.3% 至 +2.5%),20 个交易日内为 +1.8%。
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。