摩根士丹利：应对地缘政治风险与强劲油价
2025-06-23 02:10
June 17, 2025 04:01 AM GMT North American Energy | North America Navigating Geopolitical Risks & Stronger Oil WTI has rallied ~20% in June alongside rising geopolitical risks. Near-term strength could continue, but prices are biased lower in 2H25 absent supply disruption. Post recent moves, we revisit views across the Energy Sector. From here, we remain selective with a defensive bias & prefer gas over oil. Key Takeaways The Extel Survey is now open. We would greatly appreciate your support for the Joy.Golu ...