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

Odaily Planet Daily News: With the US-Iran peace agreement releasing a significant amount of supply, oil prices have fallen across the board. As the demand side is unable to absorb the influx, the market is once again discussing the issue of crude oil supply surplus. This is a stunning reversal from less than three months ago, when 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 a supply surplus next year.

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