The actual damaged equipment at Saudi energy facilities has been revised upward, making the energy output environment more severe. On the other hand, Saudi Arabia is seeking a transshipment plan from Oman's Sohar port, currently expanding the plan to 60 million barrels
Saudi Arabia is striving to make up for the current tight energy output situation, but the pressure on the energy market cannot be relieved in the short term, and attacks in the Strait of Hormuz continue
In the early morning, Trump sent a significant signal to Company A regarding Iran, with a clear political statement intention. After all, the meeting with the six Gulf countries is next week, and before the meeting, it is necessary to demonstrate the strong position of the United States, so there has been a short-term escalation in rhetoric.
My personal judgment is that this escalation in rhetoric is likely more bluster. Although Brent has fallen in the short term, it has not yet left the danger zone of $100, so at this time, various media noise should be ignored, focusing on the actual navigation volume of the strait and the actual energy loading volume
As for the US-Iran situation, the short-term escalation in rhetoric can be ignored. The focus is on what signals will be released at the China-US summit next week! #柴油价格创新高，原油降温难传导
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