据3月8日FXstreet报道，继欧佩克+决定4月不增加供应以及美国劳动力市场报告（USLAP）公布对未来需求上升预期的强劲报告之后，美国西德克萨斯中质原油和全球基准布伦特原油期货价格周五大涨超过3.50%,触及多年高位。
周五，5月WTI原油价格收于每桶65.92美元，上涨每桶2.30美元或3.62%，5月布伦特原油收于每桶69.36美元，上涨2.62美元或3.78%。
一是，欧佩克+拒绝增产。
周四，原油期货价格飙升约4%，此前欧佩克+将石油产量限制延长至4月份，并对俄罗斯和哈萨克斯坦给予了小幅豁免。
此举令许多交易员感到意外，这可能是导致涨势被夸大的原因之一。激进的空头回补和新的基金驱动买盘可能是价格飙升的背后因素。
本周早些时候，原油价格承压，因投资者押注欧佩克+将增产50万至150万桶/天的产量。一些人甚至希望沙特阿拉伯放弃其每日额外减产100万桶的自愿做法。
相反，以沙特阿拉伯为首的欧佩克+将减产措施持续到4月底，迫使主要原油交易商向上修正其价格预期。
二是，随着美国就业岗位激增，需求前景变得更加乐观。
周五早些时候，美国政府报告显示，2月份美国经济创造的就业岗位超过预期，原油期货受到进一步提振。
由于新冠肺炎病例减少，疫苗接种速度加快，以及来自政府的额外疫情救助资金，美国2月份就业增长超过预期，使就业市场复苏的基础更加坚实，未来几个月有望进一步增长。
美国劳工部周五公布，上月非农就业人口增加37.9万人，1月增加16.6万人。经济学家希望增加21万个工作岗位。该报告有力地表明，美国经济正接近疫情爆发前的水平，导致对原油需求增强的预期上升。
三是，美国钻井公司贝克休斯(Baker Hughes)连续第二周新增油气钻井平台。
随着原油价格飙升至2019年以来的最高水平，美国能源公司本周连续第二周增加了石油和天然气钻井平台。
贝克休斯周五在其备受关注的报告中称，截至3月5日的一周，油气钻井平台数量增加1个至403个，为5月以来最高水平。钻井平台数量是未来产量的早期指标。
根据贝克休斯自1940年以来的数据，钻井平台总数在8月份跌至244台的历史低点后，在过去的7个月里一直在增加。
另外，本周石油钻井平台增加1个，至310个，为5月份以来的最高水平，而天然气钻井平台持平于92个。
王佳晶 摘译自 FXstreet
原文如下：
Oil Price Fundamental Daily Forecast – Soars after OPEC+ Holds Cuts; US Jobs Growth Fuels Demand Optimism
U. S. West Texas Intermediate and international-benchmark Brent crude oil futures surged for than 3.50% on Friday, hitting a multi-year high, following Thursday’s decision by OPEC and its allies not to increase supply in April and a stronger-than-expected U.S. labor market report that raised expectations for higher future demand.
On Friday, May WTI crude oil settled at $65.92, up $2.30 or +3.62% and May Brent crude oil finished at $69.36, up $2.62 or +3.78%.
OPEC+ Says No to Output Hikes
On Thursday, crude oil futures spiked about 4% higher after OPEC and its allies extended oil production curbs into April, while granting slight exemptions to Russia and Kazakhstan.
The move caught many traders by surprise, which may have contributed to the exaggerated rally. A combination of aggressive short-covering and fresh fund-driven buying may have been behind the price surge.
Earlier in the week, crude oil prices were pressured as investors bet OPEC and its allies would raise output between 500,000 and 1,500,000 barrels per day. Some were even looking for Saudi Arabia to do away with its voluntary cut of 1 million bpd.
Instead, OPEC+, led by Saudi Arabia, left its production cuts in place through the end of April, forcing the major crude oil traders to revise their price expectations upward.
Demand Outlook Turns More Optimistic Amid US Jobs Surge
Crude oil futures received an additional boost early Friday after a government report showed the U.S. economy created more jobs than expected in February.
U. S. jobs increased more than expected in February amid falling new COVID-19 cases, quickening vaccination rates and additional pandemic relief money from the government, putting the labor market recovery back on firmer footing and on course for further gains in the months ahead.
Non-Farm Payrolls surged 379,000 jobs last month after rising 166,000 in January, the Labor Department said on Friday. Economists were looking for an increase of 210,000 jobs.
The report was a strong indication that the economy was moving closer to pre-pandemic levels, leading to higher expectations for stronger demand for crude.
US Drillers Add Oil and Gas Rigs for Second Week in a Row: Baker Hughes
U. S. energy firms this week added oil and natural gas rigs for a second week in a row as crude prices soared to their highest levels since 2019.
The oil and gas rig count, an early indicator of future output, rose one to 403 in the week to March 5, still its highest since May, energy services firm Baker Hughes Co said in its closely followed report on Friday.
The total rig count has increased for the past seven months after dropping to a record low of 244 in August, according to Baker Hughes data going back to 1940.
Separately, oil rigs rose one to 310 this week, their highest since May, while gas rigs, were unchanged at 92.
