a*****3
发帖数: 7 | 1 WTI在NYMEX已经到了80.74(五月合约),而BRENT和DUBAI期货却在78,美国的是轻质油,按
理提炼成
本低,为啥欧洲的原油期货反而便宜?
WTI原油现货在80.2,如果考虑利率资金成本和运输费用,WTI期货应该高出WTI原油现货
供1-2美元,为
啥现在WTI期货和现货价差这么小?
原油期货的长短仓COT报告里(WTI CRUDE OIL FINANCIAL)现在SWAP DEALER里的持仓是
不是过
去NON-COMMERCIAL的持仓? 看样子多头占优势 | l*******r
发帖数: 3799 | 2 Remember the huge contango back in 2009?
Guess those banks are dumping their holdings.
Not only the spread between spot price and near-term contract is very small,
even the spread between near-term and mid-term is very small. | a*****3
发帖数: 7 | 3 Thank you very much.
small,
【在 l*******r 的大作中提到】
: Remember the huge contango back in 2009?
: Guess those banks are dumping their holdings.
: Not only the spread between spot price and near-term contract is very small,
: even the spread between near-term and mid-term is very small.
| J**********y
发帖数: 1891 | 4 co-ask ...
【在 a*****3 的大作中提到】
: WTI在NYMEX已经到了80.74(五月合约),而BRENT和DUBAI期货却在78,美国的是轻质油,按
: 理提炼成
: 本低,为啥欧洲的原油期货反而便宜?
: WTI原油现货在80.2,如果考虑利率资金成本和运输费用,WTI期货应该高出WTI原油现货
: 供1-2美元,为
: 啥现在WTI期货和现货价差这么小?
: 原油期货的长短仓COT报告里(WTI CRUDE OIL FINANCIAL)现在SWAP DEALER里的持仓是
: 不是过
: 去NON-COMMERCIAL的持仓? 看样子多头占优势
| J**********y
发帖数: 1891 | 5 why are the banks dumping their holdings?
small,
【在 l*******r 的大作中提到】
: Remember the huge contango back in 2009?
: Guess those banks are dumping their holdings.
: Not only the spread between spot price and near-term contract is very small,
: even the spread between near-term and mid-term is very small.
| J**********y
发帖数: 1891 | 6 co-ask ...
【在 a*****3 的大作中提到】
: WTI在NYMEX已经到了80.74(五月合约),而BRENT和DUBAI期货却在78,美国的是轻质油,按
: 理提炼成
: 本低,为啥欧洲的原油期货反而便宜?
: WTI原油现货在80.2,如果考虑利率资金成本和运输费用,WTI期货应该高出WTI原油现货
: 供1-2美元,为
: 啥现在WTI期货和现货价差这么小?
: 原油期货的长短仓COT报告里(WTI CRUDE OIL FINANCIAL)现在SWAP DEALER里的持仓是
: 不是过
: 去NON-COMMERCIAL的持仓? 看样子多头占优势
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