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IEA oil update - Bearish fundamentals continue :Limited supply & demand price elasticity

研究机构:麦格理证券 研究员:Vikas Dwivedi 发布时间:2014-12-15

This morning’s IEA monthly report is a net bearish update on the global oil market in our view. If the IEA’s forecast is correct, limited supply and demand elasticity to lower oil prices over the short to medium term has the potential to extend the time needed for oversupplied balances to shrink to normal levels.

We believe demand growth will respond positively to lower prices but not by enough to offset negative demand growth impacts that would occur if global GDP growth slows to the 3% range, a scenario that is unfortunately gaining momentum.

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