BarclaysEnergy Sigma_
-·2024-06-01 16:02
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 FICC Research Commodities 29 May 2024 Energy Sigma Push and pull CORE In our balances, we assume OPEC+ partially rolls back voluntary adjustments over Q3 but would not be surprised if we get a rollover into H2 24. Either way, if country-level compliance Commodities Research improves, aggregate net exports from the group might not Amarpreet Singh +1 212 526 1672 increase materially in H2. amarpreet.x.singh@barclays.com BCI, US Oil markets have been oscillating in a tight range ov ...