中国石化新闻网讯 据OGJ网3月4日休斯敦报道,3月1日,纽约和伦敦市场原油期货价格下跌逾1美元/桶,此前分别有报道称美国制造业数据和中国工厂活动下降,分析师表示,这加剧了人们对石油需求可能放缓的担忧。 美国和中国的制造业数据被视为燃料需求增长指标。 Saxo银行大宗商品策略主管Ole Hansen表示,布伦特原油价格似乎在64-68美元/桶之间徘徊,至少目前如此。 Hansen说:“原油价格经历了一个过山车周。”2月25日,美国总统唐纳德•特朗普在推特上发文称,欧佩克和其他产油国需要在减产问题上“放轻松”。 特朗普暗示,现在世界太“脆弱”了,无法应对油价上涨。尽管特朗普发表了上述言论,但沙特阿拉伯能源部长表示,目前的减产协议可能会延长到下半年,油价因此走高。 Barclays分析师维持了此前对2019年布伦特原油价格为70美元/桶的预测。 Barclays在3月3日的蓝鼓研究报告中表示:“我们认为,今年石油市场最大的不确定性来源不是美国,而是欧佩克对美国政策决策的反应。” 此外,彭博社的一项调查显示,欧佩克2月份产量下降56万桶/天,至3050万桶/天,为近4年低点。另外,俄罗斯能源部长Alexander Novak说,俄罗斯已经将日产量削减了近15万桶。 贝克休斯每周的钻机数量是美国未来产量的一个指标。该公司报告称,截至3月1日当周,钻井平台数量减少9台,至1038台。最新的数据显示,与去年同期的981台相比,今年增加了57台。 美国能源部化石能源办公室计划从战略石油储备中出售600万桶原油。合同预计将在3月15日前公布,交付时间为4月和5月。 截至2月22日,SPR总库存为6.491亿桶,其中轻质、低硫原油2.546亿桶,其余为含硫原油。 孔丽炜 摘译自OGJ网 原文如下: MARKET WATCH: NYMEX, Brent oil prices drop more than $1/bbl Crude oil futures prices dropped more than $1/bbl on the New York and London markets Mar. 1 following separate reports of declines in US manufacturing statistics and Chinese factory activity, which analysts said contributed to concerns about potentially slowing oil demand. US and Chinese manufacturing numbers are considered fuel-demand growth indicators. Ole Hansen, head of commodity strategy at Saxo Bank, said Brent crude oil prices appear to be bound within $64-68/bbl, at least for now. “Crude oil experienced a rollercoaster week,” Hansen said. It started with a Feb. 25 tweet from US President Donald Trump saying the Organization of Petroleum Exporting Countries and other producers need to “take it easy” on production cuts. Trump suggested the world is too “fragile” to handle oil price hikes now. Despite Trump’s remarks, oil prices strengthened on comments from Saudi Arabia’s energy minister saying the current production-cut deal could be extended into the second half. Barclays analysts kept their previous $70/bbl Brent forecast for 2019. “We think the biggest source of uncertainty for oil markets this year is not the US, but OPEC’s response to US policy decisions,” Barclays said in a Mar. 3 Blue Drum research note. Separately, a Bloomberg survey showed OPEC’s February production slumped by 560,000 b/d to 30.5 million b/d, a near 4-year low. Separately, Russia’s Energy Minister Alexander Novak said Russia has cut output by nearly 150,000 b/d. An indicator of future US production is the weekly Baker Hughes rig count. The drilling rig count dropped 9 units to 1,038 rigs working for the week ended Mar. 1, the service company reported. The latest count was up 57 units from the 981 rigs working at the same period a year ago (OGJ Online, Mar. 1, 2019). The US Department of Energy Office of Fossil Energy plans to sell as much as 6 million bbl of crude oil from the Strategic Petroleum Reserve. Contracts are expected to be announced no later than Mar. 15 with deliveries in April and May. As of Feb. 22, the total SPR inventory was 649.1 million bbl of which 254.6 million bbl was light, sweet crude and the rest was sour crude.
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