摩根士丹利：石油手册-地缘政治应对-三种情景

June 16, 2025 05:39 AM GMT The Oil Manual Navigating Geopolitics: Three Scenarios Increased military activity between Israel and Iran has opened up a wide range of future oil price trajectories. Amongst these, we can foresee three 'anchor' scenarios, which we discuss in this report. Uncertainty is likely to last for some time, during which risk premia of ~$10/bbl are justified, in our view. Key Takeaways Exhibit 1: By combining several high-frequency datasets, we can construct a timely proxy of OPEC product ...