据彭博社2月7日报道，全球最大的独立石油交易商维托尔(Vitol SA)和竞争对手贡沃尔集团(Gunvor Group Ltd.)一样，警告称，要对近期原油价格飙升持谨慎态度。
维托尔亚洲业务负责人Mike Muller周日在接受迪拜咨询公司Gulf Intelligence采访时表示:“市场在疫苗接种后的兴奋情绪和对欧佩克管理供应能力的持续信心方面已经远超于当前市场的发展态势。”
自11月初以来，由于疫苗将恢复能源需求的乐观情绪，以及欧佩克及其俄罗斯等合作伙伴大幅削减供应，原油价格飙升。然而，许多主要经济体仍处于严格封锁状态，一些国家正在努力采购疫苗。
布伦特原油期货上周上涨逾6%，至每桶59.34美元，西德克萨斯中质油(WTI)上涨近9%。目前，每个基准指数都处于一年多来的最高水平。
贡沃尔首席执行官Torbjorn Tornqvist表示，油价不太可能突破60美元，因为这将促使能源公司增加产量。
Muller补充道，疫苗的推出速度超过了能源市场的预期，中国的石油需求也迅速反弹。但他表示，全面复苏还将取决于其他地区消费的回升。他表示:“世界其它地区有责任提升需求，因为中国的消费速度已经超过了2019年的增速，并且还在以超乎大多数人预期的惊人速度增长。”
王佳晶 摘译自 彭博社
原文如下：
Oil Markets Have Got Ahead of Themselves, Trader Vitol Says
The world’s largest independent oil trader, Vitol SA, joined rival Gunvor Group Ltd. in expressing caution about the recent surge in crude prices.
“The market is getting ahead of itself in terms of a post-vaccine euphoria but also continued belief in the ability of OPEC to manage supply,” Mike Muller, head of Vitol’s Asian operations, said Sunday in an interview with Dubai-based consultant Gulf Intelligence.
Crude prices have soared since early November on optimism Covid-19 vaccines will restore energy demand and because of deep supply cuts by the Organization of Petroleum Exporting Countries and its partners such as Russia. Yet many major economies remain in strict lockdowns and some are struggling to source enough vaccine doses.
Brent crude futures gained more than 6% last week to $59.34 a barrel, while WTI climbed almost 9%. Each benchmark is now at its highest level in more than a year.
Gains beyond $60 a barrel are unlikely because that would prompt energy companies to ramp up production, Gunvor Chief Executive Officer Torbjorn Tornqvist said on Friday.
Vaccines have been rolled out faster than energy markets predicted and China’s oil demand has rebounded rapidly, Muller said. But a full recovery depends on consumption elsewhere picking up, he said.
“The onus is on the rest of the world to start with the demand catch-up because China can’t consume much faster than it’s already been doing,” he said. “It’s already outstripping its 2019 numbers and growing at a phenomenal pace beyond most people’s expectations.”
