据4月27日Rigzone报道，亚洲油价上涨，欧佩克+预计，尽管印度等国家新冠肺炎疫情爆发拖累了短期需求前景，但今年全球经济仍将强劲复苏。
纽约原油期货价格在周一下跌0.4%后上涨至每桶62美元以上。欧佩克+技术委员会调高了2021年需求增长预期，但警告称，印度、日本和巴西再度爆发的疫情可能破坏石油需求复苏。印度的第二次疫情浪潮尤其致命，导致该国医疗系统不堪重负，阻碍了燃料消费。
印度最大的炼油商印度石油公司(Indian Oil Corp.)正以罕见的方式向现货市场出售汽油，而其他原油加工企业则推迟了一些工厂的维修计划，原因是工人们要么逃离，要么生病。
欧佩克+周三召开月度部长级会议，讨论其生产政策，但部分国家前景堪忧可能给会议带来挑战，尽管该组织已同意从5月开始增加市场供应。欧佩克秘书长巴尔金多表示，全球经济出现了“积极的信号”，但他也指出，石油市场中还有许多消极因素需要大家继续保持警惕。
Axi首席市场策略师Stephen Innes称："本周的欧佩克+会议将必须在美国和欧洲的乐观前景与印度等地区的消极数据之间寻找平衡。值得一提的是，欧佩克+内部的看涨人士不太可能提出加速放松减产的建议。”
在油价方面。伦敦时间上午7点30分，纽约商品交易所 6月份的西德克萨斯中质原油(WTI)价格上涨0.8%，至每桶62.39美元。欧洲期货交易所6月份布伦特原油结算价上涨0.7%，至每桶66.13美元，较前一交易日下跌0.7%。
布伦特原油现货溢价57美分，这是一个看涨的信号，短期合约的价格高于远期合约。相比之下，4月初的时候是现货溢价为40美分。
欧佩克+技术专家委员会预测，今年的石油消费量将比去年增加600万桶/天。到本季度末，疫情期间积累的大部分燃料库存将被清空。
中国和美国的经济强劲复苏，欧洲部分地区也出现了一些积极复苏迹象。一季度，韩国投资和出口增长加快，经济复苏的步伐强于预期。
王佳晶 摘译自 Rigzone
原文如下：
Oil Up Amid OPEC+ Optimism
Oil climbed in Asia with OPEC+ projecting a strong global recovery this year, even as a Covid-19 flare-up in India and other nations dragged on the near-term demand outlook.
Futures in New York rose above $62 a barrel after slipping 0.4% on Monday. An OPEC+ technical committee raised its forecast for demand growth in 2021, but cautioned that a resurgent virus in India, Japan and Brazil could derail the oil demand recovery. The second Indian wave has been particularly deadly as it overwhelms the health-care system and cripples fuel consumption.
Indian Oil Corp., the country’s biggest refiner, is looking to offload gasoline into the spot market in a rare sale, while other processors are postponing planned maintenance at some plants as workers either flee or fall ill.
The deteriorating outlook in some countries may pose a challenge to OPEC+ when it meets for a monthly ministerial meeting on Wednesday to discuss its production policy, although the group has already agreed to start adding more supply to the market from May. OPEC Secretary-General Mohammad Barkindo said Monday that there are “positive signals” in the global economy, but also pointed to factors in the oil market that require ongoing vigilance.
“The OPEC+ meeting this week will have to balance the improved view in China, the U.S. and Europe against negative data in India and other regions,” said Stephen Innes, a chief market strategist at Axi. It’s unlikely that bulls within the group will be able to make a strong case for an accelerated easing of production cuts, he added.
Prices
West Texas Intermediate for June rose 0.8% to $62.39 a barrel on the New York Mercantile Exchange at 7:30 a.m. London time.
Brent for June settlement gained 0.7% to $66.13 on the ICE Futures Europe exchange after losing 0.7% in the previous session.
The prompt timespread for Brent was 57 cents a barrel in backwardation -- a bullish market structure were near-dated contracts are more expensive than later-dated ones. That compares with 40 cents at the start of April.
The OPEC+ committee of technical experts forecast that oil consumption will rebound by 6 million barrels a day this year from last, according to delegates who attended the panel on Monday. Most of the fuel inventories glut built up during the pandemic will have cleared by the end of this quarter, they said.
The recovery is being driven by a strong rebound in the U.S., while there are some positive signs emerging in parts of Europe. South Korea’s economy recovered at a stronger pace than expected last quarter, as investment picked up with export growth.
Other oil-market news:
免责声明：本网转载自其它媒体的文章，目的在于弘扬石化精神，传递更多石化信息，并不代表本网赞同其观点和对其真实性负责，在此我们谨向原作者和原媒体致以敬意。如果您认为本站文章侵犯了您的版权，请与我们联系，我们将第一时间删除。
