Societe Generale Sell-side卖方

Commodity Compass Analytics (CCA) An Oil Odyssey – Red Sea Tension Sends Oil on a Long Voyage Home

Aug 5, 202636 pages页

From the report报告摘录Red Sea Flow Disruption: Saudi crude flows via Bab al-Mandab down 3.7 mb/d (vs. 4 mb/d pre-war), Suez Canal down 0.5 mb/d, Russian Red Sea exports down 2.2 mb/d; Houthi attacks threaten Yanbu terminal, increasing voyage…

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