Tweetet blev slettet af forfatteren.
Men vi gemte alt 🙂.
Oliemarkedet viser en mere afbalanceret situation end for en måned siden, vurderer Andreas Steno Larsen. Ifølge Steno Larsen kan dette øge presset på Iran til at indgå en aftale, mens landet stadig har forhandlingsstyrke. Udviklingen kan påvirke globale energipriser og geopolitisk dynamik i regionen, idet Irans evne til at udnytte sine ressourcer minimeres over tid.
Steno Larsen previously stated that the market broadly viewed the recent crisis as over, according to a recent assessment. In a separate analysis, he attributed recent market fluctuations to mechanical month-end rebalancing in portfolios, as noted in a prior article. The latest view on oil adds further context to his ongoing market commentary.