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#中东原油运输恢复，油价为何仍居高位？
运输恢复是一个“流量叙事”，但油价定价的是“成本叙事”和“风险叙事”。
伊朗用威胁替代封锁，把成本转嫁给了运费和保险；炼厂的物理损伤把短缺从原油端推到了成品油端；低库存消除了下跌的缓冲。
拥挤的多头则意味着短期波动的放大器已经就位。
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