平安证券：地缘冲突降温原油供应扰动反复

智通财经2025-02-27

智通财经APP获悉，平安证券发布研报称，据2月17日消息，OPEC+正考虑推迟原定于4月开始的一系列月度供应增加行动，此外，近期伊拉克表示尽管希望库尔德斯坦地区在两天之内恢复石油出口销售，但仍将恪守OPEC+石油配额政策，这意味着美国需要寻找新的供应增加来缓解其对伊朗持续加严的制裁，短期内供应减少的风险对油价起到支撑作用。虽然俄乌和巴以停火谈判的推进使得地缘风险整体向下，但2025年上半年原油...

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平安证券：地缘冲突降温 原油供应扰动反复

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平安证券：地缘冲突降温原油供应扰动反复