中国石化新闻网讯 据道琼斯3月20日消息,美国基准石油期货周一下跌1%至每桶48美元,较一个月前下跌12%,但像Price 期货公司的Phil Flynn等石油多头却认为市场计算有误。Flynn表示:“石油观察人士普遍认为美国页岩油增产幅度会替代欧佩克减产幅度,但这并非事实。”他指出,美国石油产量目前为910万桶/日,去年6月为850万桶/日,这一上升幅度令人印象深刻,但远不足以取代减产幅度,因欧佩克减产量可能达到120万桶/日。Flynn同时指出,加拿大活跃钻井平台数不断减少,且炼油厂季节性停工检修周期接近尾声,这可能会进一步削减原油库存。Flynn的结论是∶“我们认为油市正在趋紧。”
唐绍红摘译自道琼斯
原文如下:
Oil Bulls Insist Tighter Market is Coming
US benchmark oil prices are 1% lower today and 12% lower from a month ago at $48/bbl, but oil bulls like Price Futures’ Phil Flynn say markets are miscalculating. “The common mantra by oil watchers is that US shale will replace OPEC cuts and that’s not true,” the Chicago-based Flynn says. US output is up to 9.1M bpd vs less than 8.5M last June, “impressive but not nearly enough,” he says, given OPEC cuts could be 1.2M bpd. He also notes falling rig counts in Canada and the ending of refinery maintenance season, which could further reduce supply. “We are headed for a tighter market,” Flynn concludes.
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