地政学的ストラテジー
Special Alert
China’s Zero-Covid Protests Hammer Oil
Chinese social unrest will be suppressed first, then the government will relax policies to stabilize the economy. We are reducing our 4Q22 Brent forecast to $85/bbl as a result of the short-term negative news, but maintaining our $116/bbl forecast for next year.
BCAリサーチ | Commodity & Energy Strategy
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