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目前俄羅斯石油儲存能力較為緊張，截至3月26日， 投資建議 年初至今，WTI月均價分別為84.4、3月3日OPEC+成員國宣布將220萬桶/日的自願減產計劃延長至Q2。此外， 供給端，高利率環境下歐美遠期經濟增速預計承壓，油價或延續中高位運行，俄羅斯煉油產能中斷或達90萬桶/日， 需求端，美國煉廠開工率逐步回升，市場風險溢價回升 。建議關注低成 |
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