据海上工程师网2022年4月22日报道,摩根士丹利4月21日将布伦特原油第三季度价格预期上调10美元至每桶130美元,称上调的原因是由于供应减少,今年石油市场的“缺口将加大”,这可能超过短期需求阻力。
摩根士丹利在一份日期为4月21日的报告中表示:“石油市场正在应对GDP负增长以及战略石油储备的特别大规模释放。”
摩根士丹利补充称:“我们的预测仍指向库存下降和备用产能萎缩。”
摩根士丹利预计,由于对购买兴趣恶化,重启核协议缺乏进展以及供应问题可能加剧,全球石油供应缺口将持续至今年年底,每日缺口约100万桶。
摩根士丹利还将全球石油日需求增长预期从340万桶下调至270万桶。
受全球经济增长放缓、利率上升和肺炎疫情封锁前景的压力,布伦特原油期货价格周五下跌。欧盟考虑禁止进口生产大国的石油,此举将进一步收紧供应。
李峻 编译自 海上工程师网
原文如下:
Morgan Stanley Lifts Brent Price Forecast for 3Q to $130 a Barrel
Morgan Stanley raised its third-quarter price forecast for Brent by $10 per barrel to $130 citing a "greater deficit" this year due to lower supply, which is likely to outweigh short-term demand headwinds.
"The oil market is contending with negative GDP revisions and a particularly large release from the Strategic Petroleum Reserves," Morgan Stanley said in a note dated April 21.
"Our forecasts still point to declining inventories and shrinking spare capacity as the year unfolds," it added.
Morgan Stanley sees a deficit of about 1 million barrels per day (bpd) persisting through 2022 as supply issues are likely to be exacerbated by deteriorating buying interest oil and lack of progress in reviving the nuclear deal.
The bank also trimmed its oil demand growth forecast to 2.7 million from 3.4 million bpd.
Brent crude futures slipped on Friday pressured by prospects of weaker global growth, higher interest rates, and COVID-19 lockdowns even as the European Union considered a ban on oil which would further tighten supply.
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