BMI：预计2025年布伦特原油均价为每桶68美元

Core Viewpoint - BMI analysts project that the average price of Brent crude oil will be $68 per barrel in 2025, influenced by seasonal demand and geopolitical risks [1] Group 1: Market Dynamics - The oil market fundamentals remain tight due to seasonal demand, which is expected to drive prices higher [1] - Increased risk premium arises from new attacks by Houthi forces on ships crossing the Red Sea [1] - The decision by President Trump to delay the reintroduction of "reciprocal" tariffs until August is seen as a positive factor for the market [1] Group 2: Future Projections - Global oil demand is declining while production is rising, potentially leading to oversupply in the market [1] - BMI forecasts that Brent crude oil may face new pressure in the second half of 2025 and into 2026 [1] - The projected average price for Brent crude oil in 2026 is $67 per barrel [1]