据道琼斯2月22日消息,高盛将布伦特原油第二季度和第三季度的平均价格预测各上调10美元/桶。该行现在预计,布伦特原油价格将在2021年第二季度达到每桶70美元,第三季度达到每桶75美元。高盛的Damien Courvalin表示∶“今年石油的跨资产表现仍受到基本面的推动,需求好于预期,而仍然被压抑的供应再次造成了比我们1月和2月预期更大的缺口,而且分时走势也在加强。我们现在预测,在预期库存降低和边际成本上升的推动下,油价将更快更高地反弹。”
张春晓 摘译自 道琼斯
原文如下:
Oil's Recovery Is Accelerating, Goldman Sachs Says
Goldman Sachs raises its average price forecasts for Brent in 2Q and 3Q by $10 each. The bank now expects Brent to hit $70 a barrel in 2021's second quarter and $75 in its third. "The cross-asset oil outperformance this year remains driven by fundamentals with better than expected demand and still depressed supply once again creating a larger deficit than even we expected in January and February, and with timespreads strengthening," Goldman's Damien Courvalin says. "We now forecast that oil prices will rally sooner and higher, driven by lower expected inventories and higher marginal costs."