Goldman Sachs SELL

CEEMEA Economics Analyst Factoring War Related Supply Shocks Into Our Russia Forecasts

Jul 31, 202612 pages页

From the report报告摘录Refinery Outage Vulnerability: 35-40% refinery capacity loss (21% YoY refining output drop) threatens diesel self-sufficiency and gasoline supply, with export bans exacerbating shortages and driving 6pp Putin approval…

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