据世界能源7月24日消息:油价从周一的大幅下滑中强劲反弹后,周五小幅走高,因为市场预期今年供应仍将紧张。
由于担心美国、英国、日本和其他地区新冠病毒Delta变种病例激增对经济和原油需求的影响,油价和其他风险较高的资产价格本周开始下跌。
布伦特原油在周四上涨2.2%后,收盘上涨31美分,收于每桶74.10美元,涨幅0.4%。美国西德克萨斯中质油(WTI)在周四上涨2.3%,收于72.07美元,上涨16美分,涨幅0.2%。
本周,布伦特原油在连续三周下跌后上涨0.7%,而WTI原油在连续两周下跌后上涨0.4%。
两个基准指数周一均下跌约7%,但随后收复了失地,投资者预计需求将保持强劲,市场将从石油库存下降和疫苗接种率上升中获得支撑。
德国商业银行在一份报告中表示:“事实证明,对需求的担忧被夸大了,这就是油价此后回升的原因。尽管石油供应增加,但直到年底,石油市场仍将略微供应不足。”
欧佩克与盟国 (统称为欧佩克+) 达成协议,从8月起增产40万桶/天,预计需求增长将超过供应增长。
澳新银行分析师在一份报告中表示,市场开始感觉到欧佩克+的增产不足以保持市场平衡,美国和经合组织国家的库存将继续下降。
美国原油库存上周增加210万桶,但俄克拉荷马州库欣交货点的WTI库存跌至2020年1月以来的最低水平。
能源服务公司贝克休斯表示,本周美国石油钻井平台增加7个,至387个,为2020年4月以来的最高水平。但由于生产商倾向于紧缩支出,钻井行业的复苏一直较为温和。
美国银行在一份报告中表示:“我们仍然认为,欧佩克+推动原油和馏分油价格下跌是一个买入机会,布伦特原油明年将触及每桶100美元,馏分油也将随之上涨。”
冯娟 摘译自 世界能源
原文如下:
Oil edges up on forecasts for tight supplies
Oil prices edged higher on Friday and for the week after a strong recovery from Monday's steep slide, underpinned by expectations that supply will remain tight through the year.
The price of oil and other riskier assets tumbled at the start of the week on concern over the impact on the economy and crude demand from surging cases of the COVID-19 Delta variant in the United States, Britain, Japan and elsewhere.
Brent crude ended the session up 31 cents, or 0.4%, at $74.10 a barrel after jumping 2.2% on Thursday. U.S. West Texas Intermediate (WTI) crude settled up 16 cents, or 0.2%, at $72.07, after gaining 2.3% on Thursday.
For the week, Brent gained 0.7% after declining for three consecutive weeks, while WTI rose 0.4% after falling for two weeks.
Both benchmarks slumped about 7% on Monday but pared those losses, with investors expecting demand to stay strong and the market to receive support from falling oil stockpiles and rising vaccination rates.
"The demand concerns proved to be exaggerated, which is why oil prices have since recovered. Despite the expansion in oil supply, the oil market will remain slightly undersupplied until the end of the year," Commerzbank said in a note.
Demand growth is expected to outpace supply after Sunday's deal between the Organization of the Petroleum Exporting Countries (OPEC) and allies, collectively known as OPEC+, to add back 400,000 barrels per day (bpd) each month from August.
ANZ Research analysts said in a report that the market was starting to sense the OPEC+ increase will not be enough to keep the market balanced and inventories in the United States and across OECD countries would continue to fall.
U.S. crude inventories rose by 2.1 million barrels last week, but stocks at the Cushing, Oklahoma delivery point for WTI hit their lowest since January 2020.
U.S. oil rigs rose seven to 387 this week, their highest since April 2020, energy services firm Baker Hughes Co said. But the recovery in drilling has been modest as producers favor spending austerity.
"We still think the OPEC+ driven dip in crude and distillate prices is a buying opportunity and project Brent will hit $100 a barrel next year, with distillates tagging along for the ride," Bank of America said in a note.
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