Group 1 - A significant increase in trading activity for put options betting on Brent crude oil prices falling below $60 per barrel has been observed, indicating investors are hedging against the risk of OPEC+ significantly increasing production and causing a price drop [1][5] - The open interest for December expiry put options at $55 and $60 surged to a total equivalent to 120 million barrels of oil, with the trading volume for the $55 put option reaching its highest level since early April [1][4] - Analysts and traders on Wall Street expect a substantial oversupply of crude oil due to OPEC+ production increases and weakened global demand from trade tensions initiated by former President Trump [5][6] Group 2 - Recent trading data shows that the $60 put option is now priced at $1.35, up from $0.59 just three days prior, reflecting a surge in demand for hedging against oil price risks ahead of an OPEC+ meeting [6] - The sentiment in the oil market has shifted towards a more pessimistic outlook, with put options gaining significant premiums over call options since early August [6] - Goldman Sachs has projected that Brent crude oil prices could fall below $50 per barrel by the end of 2026 due to increasing global oversupply, with an expected surplus of 1.8 million barrels per day during that period [7][9]
深陷“供应过剩”困局的油价跌势难止 市场押注布伦特原油年内跌破60美元
智通财经网·2025-09-06 02:40