He added that the U.S. is much more insulated that the rest of the world because of its world-leading production. Still, that hasn’t stopped the U.S. oil benchmark from rising almost 30% since the beginning of the year because of the Iranian conflict.
中信证券复盘2021-2022年能源危机发现，2021年，欧洲核电关停叠加俄罗斯减少天然气，供给导致电价飙升，随着俄乌冲突2022年2月爆发，能源危机进一步恶化，铝价和板块最大涨幅曾达到60%/100%。如今，中东局势升级，铝产业链供给担忧升温或将导致铝价上涨超出预期，叠加铝业中长期供需逻辑维持强势，持续看好铝板块价格估值齐升行情。*，这一点在体育直播中也有详细论述
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High-stakes talks between the US and Iran over the future of Tehran’s nuclear programme ended on Thursday without a deal, as the White House weighs a military operation that would mark its largest intervention in the Middle East in decades.
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