据油价网7月17日报道,在原油价格持续下跌数月后,由于原油价格回升,美国汽油和柴油价格开始上涨。美国国内平均汽油价格从一周前的每加仑3.543美元上涨至每加仑3.565美元,而柴油的平均价格从每加仑3.837美元上涨至每加仑3.842美元。原油市场正试图延续连续三周的涨势,与原油价格上涨相吻合。
过去三周以来,原油市场一直在持续上涨,原油价格一度突破每桶80美元,这是两个月以来首次,主要归因于需求上升和欧佩克+减产措施终于使全球市场收紧。
然而,原油价格上涨是否会持续尚不确定,因为全球原油市场的供应紧张局势面临个别国家增产以及美国页岩油产量的挑战。
挪威研究机构雷斯塔能源估计,尽管欧佩克+宣布减产2022年约6%的产量,但非欧佩克产量已弥补了其中三分之二的减产,其中美国占了其中的一半。
美国一直在恳求美国产油商甚至欧佩克增加产量,以保持油价和燃油价格低廉。但目前美国页岩油产区与欧佩克之间形成了拉锯战,前者试图利用周期性较高的油价增加产量,而欧佩克+试图保持较低供应水平以平衡油价。
作为领先的欧佩克产油国,沙特阿拉伯已经连续第二个月延长其每日100万桶的自愿减产,这一次延长到八月。这将使该国的产量降至每日约900万桶,是多年来的最低水平。沙特一直在牺牲产量,试图推高疲弱的油价,但目前收效甚微。
然而,石油交易商对这些减产是否能够产生预期效果仍然不太乐观,对冲基金Massar Capital Management的首席投资官Marwan Younes表示,这些涨幅可能不会持续太久。
据《华尔街日报》报道,Saxo Bank的大宗商品策略主管Ole Hansen表示:“问题在于已经疲弱的环境中减产,影响有限。看起来我们可能会在这种情况下持续一段时间。”
胡耀东 译自 油价网
原文如下:
Gasoline Prices Inch Up As Crude Soars
After months of decline following falling crude prices, gasoline and diesel prices have started rising thanks to soaring crude prices. National average gas prices in the United States have inched up to $3.565 per gallon from $3.543 a week ago, while a gallon of diesel now averages $3.842 from $3.837 a week ago. Oil markets are looking to build on three straight weeks of increases, which coincides with the oil price rally.
Oil markets have enjoyed a sustained rally over the past three weeks, with oil prices briefly moving above $80 per barrel for the first time in two months ostensibly thanks to rising demand and OPEC+ supply cuts finally causing global markets to tighten.
Whether or not the oil price rally has any legs, however, remains to be seen with supply tightness in global oil markets being challenged by growing production from the likes of certain coutries as well as record production by the U.S. Shale Patch.
Rystad Energy has estimated that whereas OPEC and its allies have announced cuts amounting to 6% of 2022's production, non-OPEC supply has made up for two-thirds of those cuts, with the U.S. accounting for half of that.
The Administration has been pleading with American producers and even OPEC to ramp-up production in a bid to keep oil and fuel prices low. But it’s become a tug-of-war between the U.S. Shale Patch and OPEC with the former trying to take advantage of cyclically high oil prices by growing production while the likes of OPEC+ are trying to keep supply low in a bid to goose prices.
For the second month running, the leading OPEC producer, Saudi Arabia, has extended its voluntary 1M bbl/day oil production cut for another month, this time till August. The reduction will take the country’s production to ~9M bbl/day, the lowest level in several years. Saudi has been single-handedly sacrificing sales volume in bid to goose weak oil prices, but has so far reaped little reward.
However, oil traders remain unconvinced that the cuts will have the desired effect over the long-term, with Marwan Younes, chief investment officer of hedge fund Massar Capital Management, saying the gains are likely to be short-lived.
“The problem is when you cut production in an already weak environment, the impact is limited. It looks like we could be here for a while,” Ole Hansen, head of commodity strategy at Saxo Bank, has told the Wall Street Journal.
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