据油价网7月29日报道,由于市场普遍忽略了对技术性衰退的担忧对原油需求的影响,周五原油价格飙升。
美国东部时间晚上11:40,WTI原油交易价格接近100美元,至每桶99.94美元,当日上涨3.52美元(+3.65%)。布伦特原油交易价格高于每桶110美元至110.20美元,当日上涨3.06美元(+2.86%)。
市场似乎无法忽视目前存在的供应紧张局面。周五另一个看涨原油的因素是美国能源情报署公布的5月美国原油产量数据,该数据显示,美国5月原油产量实际上是下降而非上升,与EIA在其《短期能源展望》中的最新估计相反。
OPEC+下周会议结束时可能不会有大幅增产目标的消息,也在很大程度上提振了油价。周四,五名OPEC+消息人士暗示,OPEC+可能会将9月产量目标维持在8月水平不变。两名欧佩克+消息人士表示,该组织可能会讨论小幅增产。然而,市场意识到,由于长期的产量不足,与该组织当前的目标相比,即使提高产量目标也不太可能导致欧佩克+的实际增产。
WTI价格不仅在当天上涨,而且在一周内都上涨。然而,过去一个月价格有所下降。上个月这个时候,WTI的交易价格接近每桶110美元。今年到目前为止,油价每桶上涨了20美元以上。
Energy Aspects研究主管Amrita Sen周五告诉彭博社,尽管原油价格高企且经济衰退,但全球石油需求似乎并未下降。
有迹象表明,原油需求尚未从疫情期间完全恢复,库存紧张,即使全球有数百万桶原油离开战略石油储备。当这些原油在10月份停止从战略石油储备库流出时,市场可能会变得更加紧张。
黎泱 编译自 油价网
原文如下:
Oil Prices Soar As Market Shrugs Off Recession Fears
The price of crude oil skyrocketed on Friday as the market generally ignored the crude oil demand implications from worries about the technical recession.
At 11:40 p.m., ET, WTI crude was trading near $100 at $99.94 per barrel, an increase of $3.52 (+3.65%) on the day. Brent crude was trading above $110 per barrel at $110.20, up $3.06 (+2.86%) on the day.
The market cannot seem to brush off the tight supply situation that currently exists. Another bullish factor for crude oil on Friday was the Energy Information Administration’s publication of its numbers for U.S. crude oil production for May, which showed that U.S. crude oil production actually fell in May instead of rose, contrary to the EIA’s latest estimates from its Short Term Energy Outlook.
The news that OPEC+’s meeting next week would likely end with no significant production target increase also bolstered prices to a significant degree. On Thursday, five OPEC+ sources suggested that OPEC+ was likely to keep its production targets for September steady with August levels. Two OPEC+ sources said that the group could discuss a small output hike. The market is aware, however, that even a hike in production targets is unlikely to result in an actual OPEC+ production boost due to chronic underproduction compared to the group’s current targets.
WTI prices are not only up on the day but also up on the week. Prices have come down over the past month, however. WTI traded at nearly $110 per barrel this time last month. Prices are up more than $20 per barrel so far this year.
Despite the high price of crude oil and the recession, global oil demand doesn’t seem to be declining, Amrita Sen, director of research at Energy Aspects, told Bloomberg on Friday.
With indications that crude demand hasn’t yet fully recovered from its Covid days, inventories are tight, even with millions of barrels of crude oil leaving Strategic Petroleum Reserves around the globe. When this flow of crude stops flowing from the SPR in October, the market could get even tighter.
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