摩根士丹利：石油手册_地缘政治与未解决的 2025 年盈余

M Idea The Oil Manual | Europe October 8, 2024 08:31 PM GMT Geopolitics vs the Unresolved 2025 Surplus Heightened geopolitical risks have supported oil prices and appear likely to continue to do so. However, the underlying balance has continued to weaken. Without an actual supply disruption, the expected surplus in 2025 has grown. We increase our near-term Brent forecast but lower our forecasts further out. Key Takeaways Concerns over a potential disruption in Middle East supply have driven prices higher. A ...