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中信期货：原油供应偏紧格局延续，关注美伊地缘走向_我的网站

一 |     Months after missing the first primary debate stage -- which prompted a complaint with the Republican National Committee -- businessman Perry Johnson has decided to suspend his short-lived presidential campaign, he announced Friday."With no opportunity to share my vision on the debate stage, I have decided at this time, suspending my campaign is the right thing to do," Johnson said in a statement.He has not withdrawn completely and will remain on the ballot in early states like New Hampshire where he attended the NH GOP's First in the Nation Leadership Summit just days ago.Johnson is the third candidate to drop out of the presidential race, after Rep. Will Hurd and Miami Mayor Francis Suarez halted their campaigns earlier this year.Johnson took multiple swipes at the RNC amid a potential legal battle he claimed he would wage against the committee after failing to meet the polling criteria to make the first debate stage.He subsequently filed an FEC complaint against the RNC and Fox News, which hosted the first debate, accusing them of "a collusive effort to cherry-pick participants."Johnson's campaign told ABC News "he's not ruled anything out" when asked whether he would move forward with the complaints now that he has suspended his campaign."I've said it before and I'll say it again: the people should decide the next president of the United States, not the head of the RNC and her cronies," Johnson said in his statement.An author and a wealthy businessman, Johnson funded almost the entirely of his presidential campaign with his own money, loaning $12 million to his campaign and contributing more than $1.5 million worth of flights for his campaign through his private plane, his campaign disclosure reports show.。    市场预期近期相对紧张的美伊地缘局势存在降温的可能，美伊双方恢复谅解备忘录的概率有所增加，油价单日大幅回调。

二 | 8月以来双方极限施压博弈但并未完全关闭谈判窗口，地缘预期持续摇摆，但由于中东原油发运仍偏低，全球原油库存持续下滑，后续若和谈及海峡复航预期迟迟未能兑现，现实层面的持续短缺下价格上行风险仍在累积；若和谈推进顺利，在国内外成品油库存较低、霍尔木兹海峡内部挤压船货偏少的背景下，利空冲击的程度预计不及今年6月，地缘摇摆背景下等待价格回...。

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Published on:21:12:06