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美伊和平协议使大量原油供应释放,全球供应过剩担忧重燃

2026-07-04 14:51

Odaily Planet Daily News As the peace agreement between the US and Iran releases a large amount of supply, oil prices have fallen across the board. With demand unable to absorb the influx, the market is once again discussing the issue of crude oil oversupply. This is a stunning reversal, as less than three months ago, major global physical crude benchmarks hit record highs; just a few weeks ago, senior industry executives were warning that global inventories had fallen to extremely low levels due to the Iran crisis. Beyond the immediate impact of the strait's reopening, analysts from Morgan Stanley to Goldman Sachs have warned this week that the market faces the risk of oversupply next year.

Kit Haines, head of oil research at energy consultancy Energy Aspects, said: "The overwhelming sentiment in the market right now is bearish." Even before the US and Iran signed a memorandum of understanding in mid-June to reopen the Strait of Hormuz, suppliers in the Persian Gulf were already ramping up shipments. In the weeks following the agreement, over 60 million barrels of crude oil, which had been stranded due to the outbreak of war, flooded the market. (Golden Ten)