📅 10.04.2026 · Rozejm czy wojna? · 👁️ 17
"TD Securities calculates that by the end of April, markets will lose a total of one billion barrels, 600 million of crude oil and 350 million of refined products. This is not something you fix with a two-week truce." "TD Securities wylicza, że do końca kwietnia rynki stracą łącznie miliard baryłek, 600 milionów ropy surowej i 350 milionów produkcji rafinowanych. To nie jest coś, co naprawisz dwutygodniowym rozejmem."
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Login…em nie obejmie działań w Libanie, więc nawet pauza jest dziurawa jak sito. Po drugie, strukturalne szkody już się dokonały. Bloomberg Economics raportuje, że amerykański CPI w marcu wyniósł 3,4% rok do roku. Skok z 2,4% w lutym. Główny winowajca paliwa. A te ceny nie spadną z dnia na dzień, nawet jeśli ropa na kontraktach już zeszła poniżej setki. TD Securities wylicza, że do końca kwietnia rynki stracą łącznie miliard baryłek, 600 milionów ropy surowej i 350 milionów produkcji rafinowanych. To nie jest coś, co naprawisz dwutygodniowym rozejmem.…
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