🛢Нефть Brent может подорожать до $130 за баррель во втором квартале 2024 года в случае войны между Израилем и Ираном
Такой прогноз дали аналитики Bank of America. По их оценкам, в случае начала полномасштабной войны добыча в Иране может упасть на 1,5 млн баррелей в сутки. После этого ОПЕК+, вероятно, начнет поставлять больше нефти на рынок, но это приведет к сокращению свободных мощностей альянса. В итоге в 2025 году цена Brent останется на уровне $100 за баррель.
«Пока что события, произошедшие в выходные, привели к ограниченным потерям и разрушениям благодаря защитной обороне Израиля, что позволило частично снизить премию за геополитический риск на рынке нефти», — указали аналитики.
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