ING analysts said oil prices dropped sharply as a US-Iran two-week ceasefire eased supply disruption fears. Bloomberg survey data showed OPEC output fell about 7.6 mb/d in March to 22.1 mb/d, while API data showed a 3.7 mb build in US crude stocks.
Reopening the Strait of Hormuz could restore some lost output, though full normalization will be gradual. Bearish crude inventory data and expected supply recovery point to lower energy costs for feed producers in the near term.
在过去 250 次看跌的地缘政治事件之后,原油(Brent) 在 5 个交易日内中位数变动 -3.1%(36% 上涨;中间一半区间为 -7.9% 至 +1.6%),20 个交易日内为 -5.5%。
在过去 255 次看跌的地缘政治事件之后,原油(WTI) 在 5 个交易日内中位数变动 -2.4%(31% 上涨;中间一半区间为 -7.0% 至 +1.7%),20 个交易日内为 -5.0%。
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。