俄美柴油协议无法解决结构性供应紧张：ANZ。ANZ的Daniel Hynes讨论了中东供应风险上升、炼油能力紧张如何将压力转移到燃料市场，以及为何最新的俄罗斯柴油协议只能为更广泛的结构性短缺提供有限缓解。
Russia/U.S. diesel deal won’t fix structural supply tightness: ANZ ANZ’s Daniel Hynes discusses rising supply risks in the Middle East, how tight refining capacity is shifting pressure into fuel markets, and why the latest Russian diesel deal offers only limited relief to a broader structural shortage.