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외환/환율 📈 긍정적 🔴 매우 중요

Oil: Geopolitical shocks tighten crude and diesel markets – Rabobank

요약

Rabobank says renewed U.S.-Iran tensions, Russia-Ukraine strikes and CPC loading disruptions have lifted crude and refining margins sharply. Brent briefly topped $90, while severe diesel-market tightness is feeding through to export policy and U.S. pump prices.