原油市场“三剑客”:病毒、飓风和美国政府

钟正生经济研究2021-09-17

核心摘要 今年7月以来,国际油价经历大幅震荡下行,这背后有三个关键词——病毒、飓风和美国政府。上述“三剑客”将对今年9月以后的国际油价产生复杂影响,本文重点讨论其影响并再次展望今年下半年油价走势。 剑客一:Delta变异病毒。今年7月以后,全球新冠疫情因Delta变异病毒而进一步恶化,美国和中国作为全球前两大石油消费国均受影响。本轮疫情暂时仍未对全球石油消费造成明显冲击,但显著打击了需求预期。国际...

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