logo
专注油气领域
与独立思考者同行

市场预期欧佩克减产 原油期货走高

中国石化新闻网讯 据普氏能源资讯11月18日新加坡消息称,由于投资者消化了欧佩克及其盟友在12月削减石油产量的可能性,亚洲原油期货周一早盘交易中走高。 欧佩克代表团最近的声明称,欧佩克及其盟友可能会在2019年削减石油产量,以支撑他们认为未来市场疲软的局面。 代表团表示,欧佩克接下来将于12月6日至7日在维也纳举行会议,就已经出现的有关细节进行讨论,并且可能需要削减100万至140万桶/日原油。 俄罗斯总统弗拉基米尔普京上周四表示,“显然我们需要与沙特阿拉伯合作”,但他没有承诺任何减产,并补充说他对目前的油价感到满意。 澳新银行(ANZ)分析师周一在一份报告中表示,尽管对减产谈判的最初价格反应是看涨的,但“投资者并不相信他们能够减轻美国产量的增长,而对伊朗出口大幅下跌的预期已有所缓解。” 菲利普期货投资分析师Benjamin Lu表示:“在过去一周出现下跌趋势后,油价将继续保持谨慎态度,不过今天早上欧佩克削减产量的声明对油价仍然有所支撑。” 他补充说:“我们可能会继续看到价格温和回升,直到12月欧佩克及其盟友召开会议。” 与此同时,贝克休斯上周五公布的数据显示,截至11月16日当周,美国活跃石油钻井平台的数量增加了2个,至888。 Lu表示“虽然上周石油钻井平台仅增加了两个,但美国库存和生产水平的上升仍在继续打压油价。” 澳新银行分析师表示:“需求的季节性增长,应该会使市场吃紧,并将价格推高到年底。” 曹海斌 摘译自 普氏能源资讯 原文如下: Crude oil futures higher as markets anticipate OPEC cuts Crude oil futures were higher during mid-morning trade in Asia Monday as investors digested the possibility of OPEC and its allies cutting oil production in December. OPEC and its allies are likely looking to cut oil production in 2019 to shore up what they see as a weak market ahead, according to recent statements by OPEC delegates. The group next meets December 6-7 in Vienna and discussions have already begun on those particulars, delegates say, with talk that between 1 million and 1.4 million b/d may need to be slashed. Russian President Vladimir Putin last Thursday said it was “obvious we need to cooperate with Saudi Arabia” but did not commit to any cuts, adding that he was satisfied with the current oil price. While initial price reaction to the talk of production cuts is bullish, “investors are not convinced that they will be able to mitigate the increase in output from the US, while expectations of heavy falls in Iranian exports have eased,” ANZ analysts said in a note Monday. “Prices continue to remain cautious after the downtrend seen over the past week, although it remains a bit supported this morning from OPEC’s statement on cutting production,” said Phillip Futures investment analyst Benjamin Lu. “We may continue to see a modest recovery in prices until December, when OPEC and its allies convene,” he added. Meanwhile, data released by Baker Hughes on Friday showed the number of active oil rigs in the US ticked up by 2 to 888 in the week ended November 16. “Although the oil rig rise was a mere two last week, rising inventories and production levels in the US continue to weigh on prices,” Lu said. “A seasonal pickup in demand, should keep the market tight and push prices higher into year end,” ANZ analysts said.  

未经允许,不得转载本站任何文章: