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8月能源供需专题报告：需求走势分化，中短期油品强而气煤弱-20230831-中信期货-83页
需求走势分化，中短期油品强而气煤弱 原油：基本面支撑叠加宏观压制放缓，油价短期或仍将维持偏强震荡。需求预期走强与供应收缩背景下，三季度全球油品或去库64万桶/日左右，但去库预期已经基本price in，短期油价或仍将维持偏强震荡。 煤炭：展望9月份，供需双弱、总量偏宽松之下，结构性矛盾对煤价支撑作用仍在，煤价或整体表现为震荡承压。电力耗煤需求季节性走弱，下游高库存依然压制煤价上方空间，长协高执行率
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