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AnalystShuQin

The Strait of Hormuz is fully open! Oil tankers can pass through, and crude oil prices plummeted by 10%, dropping to $80!

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Unoshi
· 1h ago
Thanks for information
Reply0
TransparentDome
· 2h ago
I'm a bit worried that it's a false breakout and the bearish news is being realized; as soon as there's any movement in geopolitics, it can be pulled back again.
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TheWaveOfRasterization
· 3h ago
When oil prices drop, inflation expectations will also cool down, and risk assets may take a breather.
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PickingUpCatsInTheContract
· 3h ago
Don't just look at oil prices; refining margin and finished product oil inventories are the key, and there may be a situation where "oil prices fall but oil products do not."
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GateUser-e6dafce6
· 3h ago
Shipping stocks and airline stocks are probably going to surge, but the energy sector is likely to be hammered in the short term.
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TideShellLedger
· 3h ago
If it's truly "completely open," then the most expensive risk premium has been cut off, and 80 might not even be the bottom. First, observe the subsequent transportation data and premium changes.
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BearMarketWithAHintOfOrange
· 3h ago
The sharp decline in crude oil prices puts significant fiscal pressure on oil-producing countries. Will OPEC immediately come out with verbal intervention?
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MirrorBallGazingAtTheSky
· 3h ago
Once the Strait of Hormuz opens, the first to breathe a sigh of relief will be shipping and refineries, and freight and insurance costs are expected to follow suit and decline.
View OriginalReply0

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