高盛：中国交通运输业_伊朗石油供应潜在中断的影响 -航空公司燃油成本上升及合规油轮船队需求增加

15 June 2025 | 12:54PM HKT China Transportation Impact of potential Iran oil supply disruption - higher fuel cost for airlines and higher compliant tanker fleet demand Goldman Sachs China Transportation The Brent oil price has risen 12% over the past week to $74/bbl following escalating tensions in the Middle East and Israeli strikes targeting Iran's nuclear program. Our commodities team sees a higher geopolitical risk premium in the near term, while they still assume no disruptions to oil supply in the Mid ...