In the long run, the price trend of oil resonates with natural gas. However,7月中旬以来,这种共振性变得越来越弱:天然气价格持续上涨,石油价格却一路下跌。造成这种异常背离的原因,就是北溪1号天然气管道定期检修和涡轮机无法顺利交付的问题。一旦这两个因素消失,天然气价格必将随着crude oil价格一起进入熊市(因为激进加息导致的经济衰退)。
*Risk Tips and Disclaimers*
There are risks in the market and investment should be cautious. The above contents only represent the views of analysts and do not constitute any operational recommendations.
2022-08-04