<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>

博時中證油氣資源ETF

FGX原油

美國天然氣 ETF

<p>摩根大通的商品分析師 Natasha Kaneva 強調，由於伊朗戰爭，能源危機迫在眉睫，預計全球石油和液化天然氣市場將出現延遲的供應衝擊。隨着貨物順利抵達目的地而未來交付卻未能實現，報告分析了全球能源儲備在耗盡之前能夠維持多久。這種情況與 COVID 期間的連續性中斷相似，影響因地區而異，取決於運輸時間和庫存水平</p>

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

ZeroHedge

美國 WTI 原油 ETF

英國石油

油氣資源

Range Global LNG Ecosystem ETF

摩根大通

油氣開採 ETF - SPDR

標普油氣設備與服務 ETF - SPDR

標普全球能源股指數 ETF - iShares

富國標普石油天然氣勘探及生產精選行業ETF(QDII)

能源業 ETF - Vanguard

美國布倫特原油期貨基金

美國石油設備與服務 ETF - iShares

西方石油

景順長城國證石油天然氣ETF

油氣ETF

Defiance Daily Target 2X Long JPM ETF

能源業 ETF - SPDR

煉油公司指數 ETF - VanEck Vectors

2 倍做空彭博原油 ETF - ProShares

油氣服務 ETF - Market Vectors

南方原油(QDII-FOF-LOF)

F三星原油期

和順石油

2 倍做多彭博原油 ETF - ProShares

美國油氣勘探與生產 ETF - iShares

摩根大通計算世界達到原油運營最低水平還需要多長時間