另一场战争打响：OPEC+单挑整个西方！

华尔街见闻2022-10-08

在俄乌冲突愈演愈烈之际，另一场不见硝烟的战争正在石油市场打响。素来以毒舌著称的金融博客Zerohedge甚至将其称为：OPEC+单挑整个西方（以及美联储）之战。以沙特和俄罗斯为首的OPEC+周三宣布从11月起减产200万桶/日，创2020年欧美疫情爆发以来最大减产规模，不少分析直言年底前国际布伦特油价升上110美元，较周二收盘价大涨20%。白宫发布罕见的斥责声明，直言“美国总统拜登对OPEC+的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

madhatter
2022-10-10
madhatter
愚不可及，沙特自身安全完全仰仗美国，和西方翻脸，空有石油当饭吃？一叶障目不见泰山
猛逃
2022-10-10
猛逃
上世纪的石油武器玩的更邪乎，也没见击夸谁的金融体系。拿个鸡毛当令箭的[抠鼻]
猛逃
2022-10-10
猛逃
学点历史：上世纪玩过的石油武器不稀奇，只能促使西方能源转型，更健康的发展..…
抢菜抢菜抢菜
2022-10-10
抢菜抢菜抢菜
对着干，没什么大不了的
Fred_6810
2022-10-10
Fred_6810
忘掉你的碳中和。一颗炸弹要产生多少二氧化碳？战争时期，还在讲碳中和，通胀2%，**一个！

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2273955543?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/2100192b9aa5b62f478cc71678d1e120","is_english":false,"pubTime":"2022-10-08 07:04","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2273955543","market":"fut","top_or_hot":-1,"title":"另一场战争打响：OPEC+单挑整个西方！","media":"华尔街见闻","content":"<div>\n<p>在俄乌冲突愈演愈烈之际，另一场不见硝烟的战争正在石油市场打响。素来以毒舌著称的金融博客Zerohedge甚至将其称为：OPEC+单挑整个西方（以及美联储）之战。以沙特和俄罗斯为首的OPEC+周三宣布从11月起减产200万桶/日，创2020年欧美疫情爆发以来最大减产规模，不少分析直言年底前国际布伦特油价升上110美元，较周二收盘价大涨20%。白宫发布罕见的斥责声明，直言“美国总统拜登对OPEC+的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3671863\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_api","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>另一场战争打响：OPEC+单挑整个西方！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n另一场战争打响：OPEC+单挑整个西方！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-08 07:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3671863><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在俄乌冲突愈演愈烈之际，另一场不见硝烟的战争正在石油市场打响。素来以毒舌著称的金融博客Zerohedge甚至将其称为：OPEC+单挑整个西方（以及美联储）之战。以沙特和俄罗斯为首的OPEC+周三宣布从11月起减产200万桶/日，创2020年欧美疫情爆发以来最大减产规模，不少分析直言年底前国际布伦特油价升上110美元，较周二收盘价大涨20%。白宫发布罕见的斥责声明，直言“美国总统拜登对OPEC+的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3671863\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"UCO","symbol_name":"二倍做多彭博原油ETF","start_time":0,"source_url":"https://wallstreetcn.com/articles/3671863","article_id":"2273955543","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/2100192b9aa5b62f478cc71678d1e120"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3671863","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2273955543","pubTimestamp":1665183851,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"已走上货币政策收紧道路的美联储更不可能轻易鸽派转向。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"UCO":"二倍做多彭博原油ETF","USO":"美国原油ETF","SCO":"二倍做空彭博原油指数ETF"},"translate_title":"Another war started: OPEC + singled out the whole West!","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/15decae15dd7d93ff55e2411a0daf9c1","symbols_score_info":{"SCO":1,"UCO":1,"USO":1,"UWTIF":1},"content_text":"在俄乌冲突愈演愈烈之际，另一场不见硝烟的战争正在石油市场打响。素来以毒舌著称的金融博客Zerohedge甚至将其称为：OPEC+单挑整个西方（以及美联储）之战。以沙特和俄罗斯为首的OPEC+周三宣布从11月起减产200万桶/日，创2020年欧美疫情爆发以来最大减产规模，不少分析直言年底前国际布伦特油价升上110美元，较周二收盘价大涨20%。白宫发布罕见的斥责声明，直言“美国总统拜登对OPEC+的短视行为感到失望”。甚至有内部人士称白宫将减产视为“敌对行为”，令沙特能源大臣在记者会上辩白“告诉我哪里存在宣战信号”。美国国务卿布林肯周四公开施压称，在OPEC+本周同意大幅减产之后，美国正在审查与沙特关系的“各种选项”，并正在与美国国会密切协商。有民主党议员呼吁削减对沙特军售，还有媒体称，美国或出台更多反制措施，如部分石化产品出口禁令，甚至是放松对委内瑞拉的制裁来换石油。目前，白宫尚未宣布可能采取哪些措施来应对OPEC+“打脸美国”般的减产举动。约三个月前，拜登在中东之行中力劝沙特带领OPEC+超量增产来缓解高油价，结果几周后OPEC+决定减产10万桶/日，当时便有分析称，如此小规模减产真实目的只为了羞辱美国。沙特能源大臣捍卫两年来最大规模减产决定时称，此举证明存在近五年的OPEC+产油国联盟不仅将继续存留，还会给石油市场带来稳定。阿联酋也称，减产决定是技术性的，而不是政治性的，暗示全球经济增速失速导致油需下降，造成供过于求和油价连跌了四个月，所以适合减产。但也有不少华尔街分析将大幅减产视为“直率的政治宣言”，或者说跟“宣战书”也差不了多少。华尔街见闻提到，OPEC+大幅减产或给欧美等国在高能源成本驱动下的通胀斗争增加冲击。任何利好俄罗斯石油收入、而且不利于11月美国中期选举前降低汽油价格的举动都会激怒美国，以至于白宫可能不再反对NOPEC法案在全体参议院和众议院进行表决。缩写为NOPEC的法案2007年提出后曾止步不前，若正式生效，将使美国政府能够起诉OPEC成员国操纵能源市场，并可能寻求数十亿美元的赔偿。该法案已在国会得到两党的广泛支持。凯投宏观的首席大宗商品经济学家Caroline Bain便称，鉴于大幅减产背后“不寻常的市场背景”，说减产仅仅是因为平衡供求基本面等技术性原因，其实很难令人信服：“OPEC将全球经济前景的不确定性作为大幅减产的主要理由。然而当前全球石油库存处于历史低位，到目前为止，高油价也未能对需求造成实质性影响。华尔街本来就预计今年四季度石油市场小幅供不应求，（似乎都没有短期内大幅减产的必要性。）”荷兰合作银行的全球策略师Michael Every周五写道，沙特已经从困难时期帮助美国的摇摆生产国，转变为通过减产来保持高油价的生产国。这证明了美国的地缘政治和地缘经济错误，突显了多层次的国内能源政策失败，与此同时，OPEC+长期来说成为美国需要解决的地缘战略问题。他认为，美国政府应对OPEC+大幅减产的回应政策可能都较为无力且自相矛盾。例如，美国力图在短期内增加国内石油生产，但如果长期前景仍然是摒弃化石能源，私营领域将不会立刻作出反应。美国还可能施压能源公司缩小批发与零售汽油的差距，尽管这一差距已经很小了。还有人称，美国正在秘密洽谈放松对委内瑞拉制裁，使雪佛龙恢复在该国生产石油，或令该国石油出口在几个月内翻倍至90万桶/日。然而，且不论委内瑞拉因投资和维护匮乏可能没有迅速增产的能力，在没有太多石油收益的情况下，美国的外交威慑力或大幅下滑，颇为得不偿失。另一种观点则认为，OPEC+大幅减产令美联储抗击高通胀、又试图避免经济硬着陆的努力更为复杂和艰难。金融博客Zerohedge援引分析称：为了回应需求破坏，供给端自动减产受限，这令石油价格不断上涨，在此背景下，已走上货币政策收紧道路的美联储更不可能轻易鸽派转向。毋庸置疑，随着OPEC+与西方（和美联储）之间日益激烈的战争升级，西方可用的石油总量将下降、而非上升，在需求已经减少时，反而迫使美联储进一步加息，直到压垮金融市场。OPEC+不必打败整个西方，只要令其最弱的金融机构崩溃就会拖垮其余一切。届时，包括俄罗斯在内的全球大宗商品生产国将有效击败“世界前超级大国”美国。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":666966970,"gmtCreate":1665377868990,"gmtModify":1665378236857,"author":{"id":"3493842670456657","authorId":"3493842670456657","name":"madhatter","avatar":"https://static.tigerbbs.com/3d0608ff027983d65930949408359fec","vip":1,"crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3493842670456657","idStr":"3493842670456657"},"htmlText":"愚不可及，沙特自身安全完全仰仗美国，和西方翻脸，空有石油当饭吃？一叶障目不见泰山","listText":"愚不可及，沙特自身安全完全仰仗美国，和西方翻脸，空有石油当饭吃？一叶障目不见泰山","text":"愚不可及，沙特自身安全完全仰仗美国，和西方翻脸，空有石油当饭吃？一叶障目不见泰山","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666966970","repostId":2273955543,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":666961983,"gmtCreate":1665376737642,"gmtModify":1665376739641,"author":{"id":"3518527627041174","authorId":"3518527627041174","name":"猛逃","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3518527627041174","idStr":"3518527627041174"},"htmlText":"上世纪的石油武器玩的更邪乎，也没见击夸谁的金融体系。拿个鸡毛当令箭的[抠鼻]&nbsp;","listText":"上世纪的石油武器玩的更邪乎，也没见击夸谁的金融体系。拿个鸡毛当令箭的[抠鼻]&nbsp;","text":"上世纪的石油武器玩的更邪乎，也没见击夸谁的金融体系。拿个鸡毛当令箭的[抠鼻]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666961983","repostId":2273955543,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":666963693,"gmtCreate":1665376352613,"gmtModify":1665376355375,"author":{"id":"3518527627041174","authorId":"3518527627041174","name":"猛逃","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3518527627041174","idStr":"3518527627041174"},"htmlText":"学点历史：上世纪玩过的石油武器不稀奇，只能促使西方能源转型，更健康的发展..…","listText":"学点历史：上世纪玩过的石油武器不稀奇，只能促使西方能源转型，更健康的发展..…","text":"学点历史：上世纪玩过的石油武器不稀奇，只能促使西方能源转型，更健康的发展..…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666963693","repostId":2273955543,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":666969027,"gmtCreate":1665375426769,"gmtModify":1665375815155,"author":{"id":"4094264306111180","authorId":"4094264306111180","name":"抢菜抢菜抢菜","avatar":"https://static.tigerbbs.com/d88e7e981b45f31b1e854316995c1089","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4094264306111180","idStr":"4094264306111180"},"htmlText":"对着干，没什么大不了的","listText":"对着干，没什么大不了的","text":"对着干，没什么大不了的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666969027","repostId":2273955543,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":666960723,"gmtCreate":1665375390062,"gmtModify":1665375392993,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","vip":1,"crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"htmlText":"忘掉你的碳中和。一颗炸弹要产生多少二氧化碳？ 战争时期，还在讲碳中和，通胀2%，**一个！","listText":"忘掉你的碳中和。一颗炸弹要产生多少二氧化碳？ 战争时期，还在讲碳中和，通胀2%，**一个！","text":"忘掉你的碳中和。一颗炸弹要产生多少二氧化碳？ 战争时期，还在讲碳中和，通胀2%，**一个！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666960723","repostId":2273955543,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":11,"commentSize":5,"repostSize":0,"favoriteSize":8,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2273955543"}