<div id="readability-page-1"><div><div><p>One week ago, we first presented our subscribers with a striking map created by JPMorgan's commodity analyst Natasha Kaneva, which showed the delayed physical commodity shockwave emerging from the Iran war that would slowly - or very fast for some demand-destroying Asian countries - spread around the globe as oil/LNG carrying ships that departed the gulf weeks ago reach their destinations, with no future deliveries in tow. As Kaneva explained it, &#34;much like during COVID, the shock unfolds sequentially rather than simultaneously—<strong>a rolling supply disruption moving westward, dictated by shipping times and buffered unevenly by regional inventories.&#34;</strong></p><p>Fast forward one week, when overnight JPM's commodity expert published the next<em>must-read </em>report in the unfolding energy crisis series (<em>available to pro subs)</em>, this one looking at the obvious next step: <strong>once new supplies end, how long will global energy reserves and buffers last before they are drained.</strong></p></div></div></div>

博时中证油气资源ETF

FGX原油

美国天然气 ETF

<p>摩根大通的商品分析师 Natasha Kaneva 强调，由于伊朗战争，能源危机迫在眉睫，预计全球石油和液化天然气市场将出现延迟的供应冲击。随着货物顺利抵达目的地而未来交付却未能实现，报告分析了全球能源储备在耗尽之前能够维持多久。这种情况与 COVID 期间的连续性中断相似，影响因地区而异，取决于运输时间和库存水平</p>

How Long Before The World Hits Crude Oil Operational Minimum: JPMorgan Does The Math

ZeroHedge

美国 WTI 原油 ETF

英国石油

油气资源

Range Global LNG Ecosystem ETF

摩根大通

油气开采 ETF - SPDR

标普油气设备与服务 ETF - SPDR

标普全球能源股指数 ETF - iShares

富国标普石油天然气勘探及生产精选行业ETF(QDII)

能源业 ETF - Vanguard

美国布伦特原油期货基金

美国石油设备与服务 ETF - iShares

西方石油

景顺长城国证石油天然气ETF

油气ETF

Defiance Daily Target 2X Long JPM ETF

能源业 ETF - SPDR

炼油公司指数 ETF - VanEck Vectors

2 倍做空彭博原油 ETF - ProShares

油气服务 ETF - Market Vectors

南方原油(QDII-FOF-LOF)

F三星原油期

和顺石油

2 倍做多彭博原油 ETF - ProShares

美国油气勘探与生产 ETF - iShares

摩根大通计算世界达到原油运营最低水平还需要多长时间