Goldman Sachs Sell-side卖方

Oil Analyst China Crude Imports Will Likely Remain Low For Now

Sep 24, 202613 pages页

From the report报告摘录China Import Volatility Drives Brent Sensitivity: 1mb/d change in China’s net crude imports over 6 months alters Brent fair value by $4/bbl; wider gaps (e.g., 5mb/d) could reduce Brent by $9/bbl.

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