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疫情的逐渐缓和让压抑许久的能源需求得以爆发。在北半球夏季旅游旺季来临之前，原油组织、投行、市场参与者纷纷预计全球原油需求将在下半年大幅回升，甚至会产生供应缺口。OPEC+正是基于这一乐观预期坚定的执行增产计划。伊朗的增量供应短期之内难以撼动市场，更何况伊朗的总统大选结果可能成为重返核协议的变数。
WTI原油（SpotCrude）在突破66.50后势如破竹，已经站上了72美元的关口。在进一步冲击2018年高点77美元之前，需要留意顶背离暗示的短线回调风险。若美元反弹，也将成为限制油价上升的重要因素。
WTI原油（SpotCrude）日线图
能源股显然受益于油价的拉升。近一个月以来标普500的能源板块上涨近8%，领跑全部行业类别。在个股中，我们不妨关注埃克森美孚（XOM.N）。与原油走势类似，在突破了前期62.50的阻力之后，股价来到了17个月的高位。多头有望将趁势继续推高股价。
XOM.N 日线图
在货币市场中，理应受到油价提振的加元却并没有进一步刷新6年新高。虽然美元暂时还在等待美联储的信号，但USDCAD已经有冲出底部盘整区域的迹象，5天EMA线和RSI指标看涨。如果能突破1.2204，将坐实汇价反弹的势头。
USDCAD 日线图
此前风光无限屡创新高的铜，近一个月以来陷入了下降通道，连续走出了更低的高点和低点。昨天重挫4%之后，铜价已经跌穿50天均线和4.37的关键支撑。下一步将考验100天均线的4.20一线。铜价的下跌拖累了澳元等商品货币的走势，同时也暗示着通胀在短期飙升之后可能会逐渐回落。
Copper 日线图
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