Vitol CEO flags tight global crude supply and warns of a possible $200/bbl scenario absent Middle East flows, a bullish supply signal for Brent.
資産への影響 3
Vitol CEO says Middle East shipments of ~14M b/d are supporting the supply-demand balance and warns crude could hit $200/bbl without them, signaling tight supply supportive of WTI.
Hardy says the refined products market will stay tight through winter due to insufficient refining capacity and lost Middle East/Russian refining operations, supporting heating oil.