Trump will diesel export ban, oil and gas executives and lobbying groups directly banded together to push back.
Does this storyline feel familiar? The policy hasn’t even been rolled out yet, but special interest groups are already getting riled up. If the energy ban is actually pushed through, oil prices in the short term and inflation expectations will have to wobble again and again, and risk assets can’t expect to stay calm.
An old script— in the end it will most likely be all thunder and little rain.
$WTI $BRENT #宏观 #能源
Does this storyline feel familiar? The policy hasn’t even been rolled out yet, but special interest groups are already getting riled up. If the energy ban is actually pushed through, oil prices in the short term and inflation expectations will have to wobble again and again, and risk assets can’t expect to stay calm.
An old script— in the end it will most likely be all thunder and little rain.
$WTI $BRENT #宏观 #能源
