David Lin 发布 2026-09-15
《Nobody’s Talking About This ‘Major Crisis’: Global Diesel Shortage Gets Worse | Paul Sankey》
$XOM看跌
做空XOM；其在委内瑞拉仲裁裁决上的强硬立场，使其无法从委内瑞拉任何产量恢复中获益。
所以你现在会看到的是，正如你全年所见到的那样，石油股会跑赢大盘，而总体而言这对市场其他部分并不利。
So you what you'll see now is as you've seen all year the oils will be outperforming the market and generally that's not good for the rest of the market.
看起来 Shell 处于领先，62%。究竟是 Shell 还是 Exxon，我让你来评论这一点，但关键在于委内瑞拉的石油产量是否会足够早地启动，从而产生实质影响。
It looks like Shell is in the lead 62%. uh whether or not a Shell or Exxon, I'll let you comment on that, but the bottom line is whether or not Venezuelan oil production will kick in early enough to make a difference.
