消费推动WTI原油期货升至每桶40美元以上

中国石化新闻网讯 尽管许多国家仍在努力控制疫情，但强劲的消费继续推高现货市场，推动油价上涨。

上周五纽约期货交易价格超过每桶40美元，本周累计上涨约11%。石油交易商维托尔集团(Vitol Group)、托克集团(Trafigura Group)以及石油出口国沙特阿美(Saudi Aramco)最近几天都在谈论需求复苏的力度，全球一些主要石油产品的价格已开始飙升。

美国汽油期货周四三个月来首次出现倒价差，这是一个看涨信号，表明随着夏季驾驶季节的到来，供应正在收紧。与此同时，北海市场上为全球大部分原油定价的掉期合约价格周四大幅上涨，原因是交易员发出了几份对货物的报价，但只有一个卖家愿意出售。

德国商业银行(Commerzbank AG)分析师卡斯滕?弗里奇(Carsten Fritsch)表示:“欧佩克在扭转局面方面做得很好，更强劲的需求也有所帮助。”

除疫情外，油价面临的另一个主要威胁来自供应商过早重启已关闭的生产。美国石油生产商大陆资源公司(Continental Resources Inc.)周四说，下个月将开始恢复部分闲置的石油产量，但仍将保持减产50%左右的水平。

荷兰银行(ABN Amro)高级能源经济学家汉斯?范?克莱克(Hans van Cleef)表示:“油价得到了与股市走势一致的大量支撑。”“冒险模式对大宗商品有利。”

赵斌 摘译自 世界原油

原文如下：

Accelerating demand lifts WTI crude futures above $40/bbl

Oil rallied as stronger consumption continued to push physical markets higher, even as many countries struggle to bring the coronavirus under control.

Futures in New York traded above $40 a barrel on Friday and are up about 11% this week. Oil traders Vitol Group and Trafigura Group and exporter Saudi Aramco all talked up the strength of the demand recovery in recent days, and prices for some of the world’s major oil products have begun to roar higher.

Gasoline futures in the U.S. moved into backwardation for the first time in three months on Thursday, a bullish signal indicating supplies are tightening as the summer driving season gets under way. Meanwhile, swaps in the North Sea market that prices much of the world’s crude jumped on Thursday as traders posted several bids for cargoes but only one willing seller emerged.

“OPEC+ has done a good job turning things around and stronger demand also helps,” said Carsten Fritsch, an analyst at Commerzbank AG.

Apart from the virus, the other major threat to oil prices comes from suppliers re-opening shuttered production too early. U.S. producer Continental Resources Inc. said Thursday it will start bringing back some of its idled oil output next month, but will keep about 50% curtailed.

“Oil prices find a lot of support in line with equity markets,” said ABN Amro’s senior energy economist, Hans van Cleef. “Risk-on mode is supportive for commodities.”