Post
Crypto鱼鱼于
#中东原油运输恢复，油价为何仍居高位？
运输恢复是一个“流量叙事”，但油价定价的是“成本叙事”和“风险叙事”。
伊朗用威胁替代封锁，把成本转嫁给了运费和保险；炼厂的物理损伤把短缺从原油端推到了成品油端；低库存消除了下跌的缓冲。
拥挤的多头则意味着短期波动的放大器已经就位。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$73,884.1+0.01%
ETH/USDTEthereum
$2,061.69+0.02%
SOL/USDTSolana
$83.31+0.01%
Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release
2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk
3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet
