http://seekingalpha.com/news/3165467-oils-2016-roundtrip-nearly 找到了。 In one of those "why didn't they tell me sooner," reports, Bernstein's Neil Beveridge says traders are underestimating China's production cuts and thus the market could re-balance sooner than expected. He sees China cutting production by 3% this year, or 150M barrels per day. The consensus is anticipating just a 0.7% production decline.
【在 s*********4 的大作中提到】 : http://seekingalpha.com/news/3165467-oils-2016-roundtrip-nearly : 找到了。 : In one of those "why didn't they tell me sooner," reports, Bernstein's Neil : Beveridge says traders are underestimating China's production cuts and thus : the market could re-balance sooner than expected. He sees China cutting : production by 3% this year, or 150M barrels per day. The consensus is : anticipating just a 0.7% production decline.