澳洲联邦银行:俄乌若停火,布油或较快跌至每桶60美元
Core Viewpoint - Market expectations suggest a potential ceasefire between Ukraine and Russia, which may pave the way for the West to lift sanctions on Russian oil suppliers [1] Group 1: Impact on Oil Prices - Any ceasefire agreement is expected to reduce supply risks associated with U.S. sanctions on Russian oil producers, specifically Rosneft and Lukoil [1] - Following a ceasefire, Brent crude oil prices are anticipated to decline relatively quickly to $60 per barrel [1] Group 2: Effects on Refining Activities - A ceasefire would normalize operations at Russian refineries, as drone attacks from Ukraine would cease [1]