节点:下游(终端消费/应用)位置:下游情绪:利好参考度:8/10


在美伊战局持续胶着的背景下,顶级能源顾问警告称,油价可能很快攀升至2008年金融危机以来市场从未见过的水平

美国前总统小布什的白宫能源顾问、Rapidan Energy分析师鲍勃·麦克纳利周三指出,受美伊冲突引发的供应中断影响,油价仍有显著上涨空间,甚至可能在几周内突破2008年金融危机期间的峰值。

美伊冲突已进入第三周,无明显缓和迹象,国际基准油价年内涨幅已达80%,布伦特原油(布油)近期再次涨破110美元/桶。若油价如麦克纳利预测突破2008年147美元/桶的高点,意味着较当前水平需再上涨34%。

麦克纳利表示,油价将持续攀升,直至触及经济“痛苦阈值”——即油价高企引发经济增长放缓、需求消散,随后可能出现自由落体式下跌;但他同时强调,...

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