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石油市场刚刚发生了一次反转。
从历史上看,布伦特原油一直以溢价相对于迪拜原油(Platts)进行交易,但现在情况完全相反,且价差巨大。
迪拜原油(Platts)价格为(,而布伦特原油价格为112美元。
我最好的猜测是,布伦特原油仅反映北海的供应状况,而不反映中东的供应情况,这也是为什么价差还没有缩小的原因。
如果霍尔木兹海峡不能很快重新开放,随着西方库存的持续枯竭,我们可能会看到西方油价赶上来。