高盛：炼油产能吃紧将支撑柴油裂解价差持续高企

Core Viewpoint - Goldman Sachs indicates that despite a slight decline in diesel refining profits from current high levels, prices are expected to remain above historical averages due to tight global refining capacity [1] Group 1: Diesel Market Dynamics - Diesel has shown strong performance recently, with global inventories continuing to decline and financial demand surging [1] - Unexpected shutdowns in European refineries, along with supply shortages of crude oil from Venezuela, Canada, and OPEC+, have exacerbated market tightness [1] Group 2: Future Projections - Analysts expect diesel profits to moderately decline from current elevated levels, but structural tightness in refining capacity will keep prices above pre-pandemic averages [1]