油气行业：应对油价上行的地缘政治风险-LatAm Oil & Gas -Navigating Geopolitical Upside Risks to Oil Prices

March 2, 2026 02:37 AM GMT LatAm Oil & Gas | Latin America Navigating Geopolitical Upside Risks to Oil Prices Heightened geopolitical tension will likely result in large premia to Brent prices near-term. Most LatAm oil producers are low- cost and should generate disproportionately large FCF yield should the risk premia be long lasting. Our near-term preference shifts to upstream, away from fuel distribution. Key Takeaways Our Global Strategists' View. Recent reporting describes a material escalation of US/I ...