地缘政治风险溢价消退 油价本周有望大幅收跌
news flash·2025-06-27 07:46
Core Viewpoint - The geopolitical risk premium associated with tensions in the Middle East is diminishing, leading to a significant expected decline in oil prices this week [1] Group 1: Oil Price Movement - Benchmark crude oil prices are projected to drop by 11% to 12% this week [1] - The geopolitical risk premium in the spot market has decreased from nearly $15 per barrel at its peak on Sunday to below $1 [1] Group 2: Market Focus - Market attention is shifting towards the upcoming US-Iran nuclear negotiations and trade talks [1] - OPEC+ is set to decide on production policies for August on July 6 [1] - President Trump is facing decisions regarding reciprocal tariffs [1]