了结做多布伦特合约时间价差的持仓建议;① 分析师Martijn Rats和Amy Sergeant撰写报告称,正在关闭其做多布伦特2021年9月合约和2022年3月合约时间价差的建议;② 建仓的论点是,2021年需求复苏和非OPEC供应增长受抑制将使明年石油市场供不应求,布伦特期货合约到2021年下半年有望出现现货溢价;③ 自那时以来,布伦特价差已“显著收紧”,而疫苗的进展使人们对2021年的石油需求回升更加充满信心,市场对OPEC推迟增产计划的预期也升温
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