发帖
雷达卡
We continue to see fundamentals tightening over the course of
this year, likely pushing prices back to recent highs by next year
It is nevertheless important to reiterate that while we saw recent prices as
having risen above the levels consistent with underlying near-term supplydemand
fundamentals, we continue to believe that the oil supply-demand
fundamentals will tighten further over the course of this year, and likely
reach critically tight levels by early next year should Libyan oil supplies
remain off the market. Consequently, it is important to emphasize that even
as oil prices are pulling back from their recent highs, we expect them to
return to or surpass the recent highs by next year.
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