Geopolitics aside, the bull case rests on resurgent demand. The International Energy Agency reckons oil consumption will rise from its present level of about 97m bpd to 100m bpd—a return to pre-covid levels—by the end of the year, even before global aviation fully recovers. Damien Courvalin of Goldman Sachs, a bank, says consumers switching to oil from gas may have boosted demand by up to 1m bpd, leading to “critically low inventory levels”.
The bear case rests on patience, a Persian restoration and a Permian boom. If Russian exports are not cut off, then the impact of geopolitical tensions should dissipate by the summer. By then America will probably have raised interest rates, cooling growth and oil demand—just as extra supply from+ hits the market. A resumption of Iran’s nuclear deal, meanwhile, looks likelier than at any point since 2017, when it was torn apart. The associated lifting of sanctions could release another 1m bpd.
ประเทศไทย ข่าวล่าสุด, ประเทศไทย หัวข้อข่าว
Similar News:คุณยังสามารถอ่านข่าวที่คล้ายกันนี้ซึ่งเรารวบรวมจากแหล่งข่าวอื่น ๆ ได้
แหล่ง: Daily Express - 🏆 26. / 68 อ่านเพิ่มเติม »
Market swings leave high-profile stockpickers wrongfooted\n\t\t\tExpert insights, analysis and smart data help you cut through the noise to spot trends,\n\t\t\trisks and opportunities.\n\t\t\n\t\tJoin over 300,000 Finance professionals who already subscribe to the FT. IN ITALIANO:CARO UNIVERSO QUI DAL PIANETA TERRA il santo PADRE IL PAPA PREDICA COME TUTTE LE RELIGIONI ' UN VOGLIAMOCI BENE'aggiungo io 'PER LE DISGRAZIE CHE CI PROCURIAMO DA UN MINIMO DI 2022 ANNI'questo e' tutto il sentimento massimo a cui aspirare 'vogliamoci bene'04.02.2022.
แหล่ง: FT - 🏆 113. / 51 อ่านเพิ่มเติม »
แหล่ง: The Guardian - 🏆 84. / 53 อ่านเพิ่มเติม »