市場預(yù)期石油庫存走低 油價小幅上漲

據(jù)6月9日Rigzone報道，油價微升至每桶39美元，因?qū)γ绹蛶齑嫜永m(xù)跌勢的預(yù)期，抵消了沙特決定在本月底前停止額外自愿減產(chǎn)的影響。

紐約期貨交易所周一結(jié)束了連續(xù)四天的上漲后，期貨價格上漲1%。據(jù)彭博社調(diào)查顯示，美國原油庫存可能在五周內(nèi)第四次下降，而武裝分子試圖破壞北非某國增加石油開采的計劃。沙特表示，每日120萬桶的額外減產(chǎn)將按原計劃在6月生效，這一減產(chǎn)包括波斯灣盟友的貢獻。

油價自4月份跌至負值以來，已出現(xiàn)了反彈，原因是減產(chǎn)緩解了全球供過于求的局面，而在一些國家放松禁售限制后，需求回升。不過，消費恢復(fù)到疫情爆發(fā)前的水平預(yù)計將是緩慢而不均衡的。高盛集團指出，由于煉油收益不佳，短期內(nèi)油價看跌。

高盛在給客戶的報告中稱，歐佩克+聯(lián)盟周末決定將歷史性的減產(chǎn)再延長一個月，這一決定已經(jīng)超出了市場的預(yù)期，而消費預(yù)估將在更為漸進且仍存在高度不確定性的復(fù)蘇來臨前發(fā)動。

根據(jù)彭博社的調(diào)查，美國原油庫存上周減少了200萬桶，汽油庫存減少了75萬桶。

王佳晶 摘譯自 Rigzone

原文如下：

Oil Up Slightly After Pause on Saudi Supply Move

Oil edged higher toward $39 a barrel as expectations U.S. crude stockpiles extended declines offset a decision by Saudi Arabia to cease extra voluntary production cuts by the end of this month.

Futures added 1% in New York after snapping a four-day rally on Monday. U.S. crude inventories probably fell for the fourth time in five weeks, according to a Bloomberg survey, while armed militants sought to derail L*bya’s plan to pump more oil. Saudi Arabia said the additional supply cuts, which amounted to about 1.2 million barrels a day and included contributions from allies in the Persian Gulf, would only take effect in June as planned.

Oil has rebounded since dropping below zero in April as cuts reduced a global glut and demand recovered following the easing of lockdown restrictions in some countries. However, a return to pre-virus levels of consumption is expected to be slow and uneven, with Goldman Sachs Group Inc. turning bearish in the short term due to poor returns from refining.

The decision over the weekend by the OPEC+ coalition to extend its historic supply cuts by an extra month was already more than priced in to the market, and consumption forecasts are “running ahead of a more gradual and still highly uncertain recovery,” Goldman said in a note to clients.

U.S. crude inventories dropped by 2 million barrels last week, while gasoline stockpiles decreased by 750,000 barrels.