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摩根大通维持2025年油价预测,但警告最坏情况下油价会翻倍

Core Viewpoint - JPMorgan Chase maintains its oil price forecast for 2025, projecting prices to remain between $60 and $65 per barrel, while warning that in worst-case scenarios, prices could double to $120-$130 per barrel [1] Group 1: Price Forecast - JPMorgan Chase expects oil prices to be around $60 per barrel in 2026, with current prices slightly below $70, approximately $4 above the estimated fair value of $66 for June [1] Group 2: Geopolitical Risks - The bank indicates that geopolitical risk premiums are already partially reflected in current oil prices, with concerns centered around potential disruptions in the Middle East, particularly regarding Iran's oil exports [1] - In a severe scenario where Iranian oil exports decrease by 2.1 million barrels per day, the impact on supply could be significant, leading to potential price surges [1]