石油手册 - 伊朗情景分析-The Oil Manual-Iran Scenarios

February 23, 2026 05:58 AM GMT The Oil Manual | Europe Iran Scenarios Oil is rallying on risk, not tightness: physical signals eased as options skew surged. We map four Iran scenarios—from premium unwind to transit impairment—and keep our base case for Brent drifting toward ~$60 as risk premia fade and balances soften. Key Takeaways Exhibit 1: Freight have surged, partly due to rising Middle East tensions | M February 23, 2026 05:58 AM GMT | | Idea | | --- | --- | --- | | The Oil Manual Europe | Morgan Stan ...