S&T SELL

GS MORNING 1 Oil Tracker, 2 USDJPY Topside, 3 Korea Update, 4 Just The Charts and 5 AUD CPI Preview

Jul 28, 20267 pages页

From the report报告摘录Persian Gulf Oil Flows at 41% of Pre-War Levels: Severe supply disruption (41% of pre-war levels) from Red Sea attacks and Saudi infrastructure strikes, posing direct upside risk to crude prices.

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