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| 2020-07-24 来源： 中国石化新闻网 |
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石化新闻 |
中国石化新闻网讯 据7月21日Oilfield Technology报道，受欧盟复苏协议的支持，周二油价略有上涨。在其它方面，雪佛龙收购来宝能源(Noble Energy)是当前经济低迷时期规模最大的一笔交易。 Rystad Energy石油市场主管比约尔纳·通豪根(Bjornar Tonhaugen)就油价和这笔交易发表了评论:尽管本月迄今为止，布伦特原油2美元的极窄交易区间表明其几乎失去了活力。 上午，基准石油期货价格走高。欧盟领导人已就恢复基金和机制达成协议，以帮助欧洲经济从二战以来最严重的经济衰退中重建，欧洲交易员对此反映迅猛，布伦特原油价格正试图突破每桶43.79美元的最高收盘价。 尽管7500亿欧元的协议不会立即刺激石油消费，但它将通过额外的经济增长，为欧盟的中期石油需求前景提供重要支持。 尽管交易员们自上周五以来就意识到了谈判的存在，但达成协议总是会为积极的市场反应提供额外的乐观情绪。 除此之外，市场很平静。然而，这很可能是暴风雨前的宁静。如果不是因为美国再次出现病例激增，当前油价或许会达到更高的水平。 全球原油市场7月的日产量缺口为320万桶，即使欧佩克在8月逐步减少减产，8月和9月的日产量缺口仍将在250万桶左右。因此，第二波出行限制的威胁抑制了油价上涨。 另一方面，超级巨头雪佛龙(Chevron)将收购来宝能源(Noble Energy)，利用石油市场低迷的时机，确保在二叠纪(Permian)等上游板块的战略地位。二叠纪是油气最多产的页岩盆地。 在并购活动的背景下，通过重启在危机最严重时期被关闭的产能，美国整体的石油供应量正在增加，预计8月份将达到1120万桶/天，而5月份为1070万桶/天。 王佳晶 摘译自 Oilfield Technology 原文如下： Rystad Energy comments on oil prices and Chevron acquistion of Noble Energy Oil prices are having some modest gains today, supported from the EU recovery deal. Elsewhere Chevron’s Noble Energy purchase marks the largest deal during the ongoing downturn. Rystad Energy’s Head of Oil Markets, Bjornar Tonhaugen, has commented on oil prices and the deal: "Brent has not suffered a fatality, although its extremely narrow US$2 trading band so far this month suggests it barely has a pulse. This morning, benchmark oil futures are trading higher. Brent is attempting to breach its highest closing price of US$43.79 as European traders wake up to the news that EU leaders have reached a deal on the recovery fund and mechanism to help rebuild the European economy from the worst economic recession since WWII. Although the €750 billion deal will not immediately boost oil consumption, it will provide important support for the bloc’s medium term oil demand prospects, via additional economic growth. Even though traders were aware of the negotiations since Friday, agreeing on a deal always provides the extra optimism for a positive market reaction. Otherwise in the market, it’s so quiet. However, quiet before the storm, we believe. Oil prices would already have been higher now, if it wasn’t for the renewed surge in cases in the US. Why? The global crude market is in deficit to the tune of 3.2 million bpd in July, and even with a tapering of OPEC+ cuts in August, will remain in deficit in August and September too of around 2.5 million bpd. So the threat of a second wave of lockdowns is holding oil price gains back. An outright second wave of lockdowns will send oil prices lower. In other news, the supermajor, Chevron is buying Noble Energy, taking advantage of oil market distress while securing strategic upstream positions in the Permian, the most prolific shale basin, among other locations. In the background of M&A activity, overall US oil supply is ramping up through reactivation of shut-in volumes from the height of the crisis and is expected to reach 11.2 million bpd in August versus 10.7 million bpd in May." |
