サウジのラス・タヌーラが3月以来初めてタンカー積み込みを再開、ブレントは戦時高値から37%下落
OPEC+
tracked under Energy ▸ Oil
Brent peaked near $118 in March; post-ceasefire normalisation has it at $75.57 by June 24, but a 500-vessel queue and the Qatar LNG explosion keep markets unsettled
指標原油が70ドルを割り込み、海峡閉鎖前以来初めて先物曲線の構造が反転
The eight unwinders set a 5 July decision for August output as the ceasefire restores deliverability; Brent flipped to contango at $69 on June 25, signalling the war premium is gone