美伊重启核谈判之际，伊朗“海上石油”储量达创新高，这对油价意味着什么？

随着美伊第三轮核谈判在日内瓦重启，伊朗正加速通过霍尔木兹海峡输出原油，导致其"海上石油"储量创下历史新高。当前油价中已计入显著的 地缘政治风险溢价，但全球原油市场在中长期正面临深度的基本面重塑。 | 概览 | 图表 | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1m | 5m | 15m | 30m | 1H | 4H | 1D | 1W | 1M | | | | N | | 66.00 | | | | | | | | | | | | | | 64.00 | | | | | | | | | | | | | | 60.00 | | | | | | | | | | | | | | 58.00 | | | | | | | | | | | | | | 56.00 | | | | | | | | | | | | | | 09/11 | | 10/06 | | 10/29 | | | 11/21 | | 12/16 | 01/09 | 02/03 | 02/ ...