深潮TechFlow|3月 18, 2026 14:29
[Operator of "1011 Insider Address": Dubai/Oman crude oil prices have reached nearly $155, and there is a structural misunderstanding in the current market's judgment of oil prices]
According to TechFlow, on March 18th, Garrett Jin, the operator of "1011 Insider Address" and co-founder of XHash, pointed out in a post that there is a structural misunderstanding in the current market's judgment of oil prices. Garrett Jin stated that Brent crude oil prices are around $106 and WTI prices are around $95, which may appear to be within a controllable range on the surface, but this only reflects the local conditions of the Atlantic Basin market. The truly noteworthy pressure signal comes from the Dubai/Oman crude oil benchmark, which is approaching $155. The crude oil flow in the Strait of Hormuz is mainly towards the Asian market, rather than the Western market, so the mainstream benchmark prices in the West cannot accurately reflect the actual supply and demand situation of the Asian energy market. Garrett Jin believes that the price divergence mentioned above is not a short-term fluctuation, but rather has structural characteristics.
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