Globalan hour ago

VITOL: MIDDLE EAST OIL FLOWS RECOVER, BUT SHIPPING CRISIS DEEPENS

VITOL CEO RUSSELL HARDY SAYS THE MIDDLE EAST HAS RE-ENGINEERED ITS OIL TRADE THROUGH BYPASS ROUTES AND SHUTTLE OPERATIONS, WITH CRUDE AND PRODUCT FLOWS RECOVERING TO AROUND 14 MILLION BARRELS PER DAY. BUT HARDY WARNS INVENTORY BUFFERS IN THE WEST ARE LARGELY GONE, AND WITHOUT THESE FLOWS OIL COULD FACE A $200-PER-BARREL SCENARIO.

AI Take

Neutral

중동 원유 흐름의 회복은 공급 우려를 완화할 수 있지만, 서방 재고 완충분이 대부분 소진됐다는 경고와 해운 위기 심화는 유가 상승 위험을 키울 수 있습니다.

#비톨#원유#해운위기

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TelegramMarket Feed22:45
X@firstsquawk22:46

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