
Reuters sources say OPEC and its partners are preparing for a possible permanent drop in oil demand after the pandemic, alongside EV growth and renewables. Demand fell by as much as a third earlier this year and prices briefly fell below $16 a barrel.
OPEC officials are questioning long-held demand growth forecasts.
A structural decline in oil demand points to lower long-run energy prices, which reduces diesel and freight costs but weakens biofuel demand support for vegetable oils over time. The story itself does not move near-term prices much.
在过去 312 次看跌的宏观事件之后,原油(Brent) 在 5 个交易日内中位数变动 -1.7%(38% 上涨;中间一半区间为 -5.4% 至 +2.3%),20 个交易日内为 -1.7%。
在过去 565 次看跌的宏观事件之后,原油(WTI) 在 5 个交易日内中位数变动 -1.4%(41% 上涨;中间一半区间为 -5.9% 至 +3.0%),20 个交易日内为 -0.5%。
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。