X·宏观· Rory Johnston (@Rory_Johnston)·· 15 天前AI 评分29
Scenario (absolutely no relation to today)
Scenario (absolutely no relation to today)
AI 导读
Scenario (absolutely no relation to today) >oil experiences largest-ever supply shock >record pace of stock/emergency buffer drawdown >stocks fall from really high to precarious levels >supply fights to recover >mounting risk to 15 MMbpd of recovered supply Where are prices?
来源:X·宏观 · x.com