大通:石油市场周报
摩根史丹利·2024-05-12 12:25

多资米 开报数据加 知识星 Oil Markets Weekly Forever Nine We view the commodities sell-off over the last two days as collateral damage from the Fed repricing and non-fundamental in nature. Yet it sent a strong signal that Brent's ceiling is indeed s90, as physical buyers stepped away. Our fundamental view on oil has not changed: Brent averaged 89inAprilysyourfairvalueof89 in April ysy our fair value of 86, and May continues to screen at $88, ahead ofthe OPEC meeting on June 1. While several key indicators tracked by OPEC suggest relatively st ...