BARCLAYS: CEASEFIRE ANNOUNCEMENT HAS NOT YET LIFTED OIL FLOWS THROUGH STRAIT OF HORMUZ BUT QUICK NORMALIZATION IS LARGELY IN PRICE

US consumer spending rose by just 0.1% in February, following a stagnant January, as persistent inflation pressures continued. The core personal consumption expenditures price index, excluding food and energy, increased by 0.4% from January, with annual growth of 3%. The data, released by the Bureau of Economic Analysis, suggests inflation is poised to accelerate, further impacted by the ongoing Iran war.

EIA年度能源展望报告：到2050年，美国石油和其他液体燃料的总消费量将比2025年下降11%至23%，主要原因是电动汽车的使用增加。