高盛：全球炼油行业-因供应延迟、炼油厂关停及原油前景，基本面正在改善

22 May 2025 | 9:10PM SGT Global Refining Fundamentals improving on supply delays, closures and crude outlook The refining setup is increasingly echoing the 2015-17 upcycle, with favorable feedstock dynamics (OPEC+ returning barrels, strong non-OPEC supply) combined with tightening global refining supply-demand. This time, the tightness is more supply driven. Our tracking shows several new refineries slated for 2025-27 are delayed, while fresh capacity closure announcements continue in developed markets. We ...