6月27日上午，油价走高，WTI攀升至每桶70美元上方，布伦特原油逼近每桶75美元关口
沙特阿拉伯的减产和不稳定加剧了对原油供应的担忧，而此时正值驾车季节达到高峰
在油价走高的同时，持续的通胀和温和的经济增长应该会限制WTI和布伦特原油的价格
据油价网2023年6月27日报道，原油价格6月27日开盘上涨，由于国际新闻和对美国高峰驾驶季节需求增长的预期，对原油供应的担忧再次出现。
在亚洲午盘交易中，布伦特原油逼近每桶75美元，WTI攀升至每桶70美元以上。
SPI资产管理公司管理合伙人斯蒂芬·英尼斯向英国《金融时报》表示：“只要一个主要石油供应国发生严重的地缘政治事件，就有可能出现供应中断。”“这引发了一系列问题，我们必须看看结果如何。”
此外，沙特阿拉伯将从7月初开始实施减产，这将收紧全球原油供应。
路透社援引BIM Research的一份报告称，“沙特阿拉伯将于7月实施额外的每天减少100万桶原油产量，再加上季节性需求走强，这应有助于全球在第三季度实际收紧市场”。
与此同时，美国7月4日的需求预计将大幅增加，但这似乎只是暂时的价格驱动因素。鉴于美联储发出的最新信号，随着经济步履蹒跚，全球最大的石油消费国今年的石油需求不太可能出现任何有意义的增长。
报告称，“持续的通胀应该会给央行施加压力，迫使它们保持限制性立场，并可能进一步收紧货币政策”。
尽管沙特阿拉伯减产以及地缘政治发出不稳定警报，但这应该会抑制油价。
李峻 编译自 油价网
原文如下：
Supply Worries Drive Oil Prices Higher
· Oil prices moved higher on Tuesday morning, with WTI climbing above $70 and Brent moving toward the $75 mark.
· A combination of Saudi Arabia’s production cut and instability have boosted supply concerns just as driving season hits its peak.
· While prices are moving higher, persistent inflation and moderate economic growth should keep a cap on both WTI and Brent.
Crude oil prices began trade with a gain today as supply worries returned to the table amid the rebellion news from international journalism and expectations of demand growth during peak driving season in the United States.
In midday trade in Asia Brent crude was moving toward $75 per barrel with West Texas Intermediate climbing above $70 per barrel.
“There’s a possibility of supply disruption any time you get a serious geopolitical event in a major oil supplier,” Stephen Innes, managing partner at SPI Asset Management, told the Financial Times. “It opens up a can of worms and we’re going to have to see how that plays out.”
There is also the production cut that Saudi Arabia will implement from the start of next month and that will tighten supply globally.
"An additional 1 million barrels per day (bpd) unilateral cut by Saudi Arabia, set to take effect in July, coupled with seasonally stronger demand, should help to physically tighten the market in Q3," BIM Research said in a note cited by Reuters.
Meanwhile, demand from the United States for July 4 is expected to jump but it seems the jump will be a temporary price driver. In light of the last signals from the Fed, demand for oil in the world’s largest consumer is not likely to expand in any meaningful way this year as the economy stumbles.
“We expect growth to moderate in [the second half of the year] as the recent tailwinds boosting service sector activity fade and the drags from restrictive monetary policy and tightening credit build,” JPMorgan’s strategists in a note cited by the FT.
“Persistent inflation should keep pressure on central banks to maintain restrictive stances — and likely tighten further.
This should keep a lid on oil prices despite the Saudi cuts and the instability alert in geographic politics.
免责声明：本网转载自其它媒体的文章及图片，目的在于弘扬石化精神，传递更多石化信息，宣传国家石化产业政策，展示国家石化产业形象，参与国际石化产业舆论竞争，提高国际石化产业话语权，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崇高敬意。如果您认为本站文章及图片侵犯了您的版权，请与我们联系，我们将第一时间删除。
