据2月2日Investing.com报道，周二上午，亚洲油价上涨，攀升至两周多以来的最高水平。强劲的市场和全球经济从新冠肺炎疫情中复苏的预期，刺激了石油需求复苏的希望。
美国东部时间下午8:49（格林尼治标准时间上午01：49），布伦特原油期货价格上涨0.78%，至每桶56.77美元；美国西德克萨斯中质原油期货价格上涨0.80%，至每桶53.98美元。
在生产方面，沙特阿美认为新冠肺炎疫情最糟糕的时期已经过去，估计今年晚些时候，需求将恢复到新冠肺炎疫情之前的水平。
另一方面，荷兰皇家壳牌购买了5批北海原油，并在周一竞标了另外7批。此举被视为对北海现货石油市场的突袭，是一场强劲交易的一部分。
壳牌的此次基准货物购买量是全球定价窗口10年来的单日新高。与此同时，随着欧佩克+继续减产，布伦特原油期货价格不仅有收紧的迹象，还有现货溢价的迹象。
大宗商品研究集团(Commodity Research Group)高级合伙人Andrew Lebow对彭博社表示:“很难看出今天价格的上涨是否会持续下去……我们所看到的，是市场将出现这种断断续续的反弹。”
与此同时，欧佩克+的联合技术委员会将向联合部长监测委员会（JMMC）提交评估报告，该委员会将于周三召开会议。
目前关注焦点在于，在欧佩克1月会议决定维持2月和3月产量不变后，将向市场增加多少供应。尽管欧佩克1月同意增加原油产量，但由于尼日利亚石油供应中断，抵消了卡特尔波斯湾产油国的出口，月度产量增幅仅为计划的三分之二。
投资者还在等待美国石油协会（API）公布的美国原油供应数据。
朱小庆吉 摘译自 Investing.com
原文如下：
Oil Up as "Major Rebuild Season” Spurs Fuel Demand Recovery Hopes
Oil was up Tuesday morning in Asia, climbing to its highest level in more than two weeks as a strong market and expectations of a global economic recovery from COVID-19 spurred fuel demand recovery hopes.
Brent oil futures gained 0.78% to $56.77 by 8:49 PM ET (1:49 AM GMT) and crude oil WTI futures rose 0.80% to $53.98.
On the production side, Saudi Aramco (SE:2222) estimates that demand will return to pre-COVID-19 levels later in the year, adding that it is confident the worst of the pandemic is now in the rearview mirror.
Royal Dutch Shell (LON:RDSa), on the other hand, purchased five cargoes of North Sea crude and is bidding for another seven on Monday, a move seen as a raid on the North Sea physical oil market as part of a forceful trading play.
Shell’s purchase was the most cargoes of benchmark grades in a single day in ten years in the S&P Global (NYSE:SPGI) Platts pricing window. It also comes amid signs of tightening in Brent futures as the Organization of the Petroleum Exporting Countries and its partners, or OPEC+, continues its production cuts.
Brent futures also showed signs of backwardation, with the second-month contract the most expensive versus a month later in more than a year.
“The market is definitely going to see supply contract, assuming OPEC doesn’t immediately move to fill the gap … this is a major rebuild season, and we’re basically starting the rebuild season behind now,” Confluence Investment Management executive vice president Bill O’Grady told Bloomberg.
“It’s hard to see whether or not today’s upward pricing is going to be sustained … what we’ve seen is the market will get these fits-and-starts rallies,” Commodity Research Group senior partner Andrew Lebow told Bloomberg.
Meanwhile, OPEC+'s Joint Technical Committee is due to present its assessment to the Joint Ministerial Monitoring Committee (JMMC) that will meet on Wednesday.
The focus will be on how much supply will be added to the market after OPEC decided to keep output unchanged in February and March during its January meeting. Although crude production was increased as agreed to in January, the monthly change was barely two-thirds of the scheduled amount thanks to disruptions in Nigeria offsetting exports from the cartel’s Persian Gulf exporters.
Investors also await U.S. crude oil supply data from the American Petroleum Institute, which is due later in the day.
