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| 2020-12-07 来源： 中国石化新闻网 |
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石化新闻 |
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中国石化新闻网讯 据CNBC网站12月4日消息：因市场预期美国将出台经济刺激计划，并可能推出针对冠状病毒的疫苗，这一影响超过了供应增加所带来的影响。布伦特原油期货周五升至每桶略低于50美元。 美国两党合计9080亿美元的冠状病毒援助计划在美国国会获得了支持。 布伦特原油价格上涨1.11%，收于49.25美元/桶，此前曾触及3月初以来的高点49.92美元/桶。西德克萨斯中质原油上涨0.99%，收于46.26美元/桶，此前曾触及46.68美元/桶的高点。这两个基准股指连续第五周上涨。 由欧佩克及其盟友组成的欧佩克+达成协议，即从1月起略微增加产量，但仍继续实施现有的大部分供应限制，以应对受冠状病毒影响的需求。 欧佩克和俄罗斯周四同意，从明年1月开始，将石油日产量削减50万桶，并每月进一步增产，但增产幅度尚未确定，双方未能就2021年剩余时间的更广泛政策达成妥协。 在放弃将日产增加200万桶的计划后，外界曾预期欧佩克+将会继续减产，至少到明年3月。这意味着欧佩克将减产720万桶/天，相当于1月全球需求的7%，而目前减产770万桶/天。 尽管有些分析师认为，即使在新的更高供应配额下，石油市场仍然供不应求，但其他分析师则认为，石油供应将导致市场供应过剩。例如，伍德麦肯兹分析师预计，如果油价持续上涨至3月，则第一季度可能会有160万桶不必要的日产量。 布伦特原油期货近期交割至未来几个月的溢价处于2月份以来的最高水平，这种结构被称为现货溢价，通常表明供应收紧，说明对当前供应过剩的担忧正在消退。 与此同时，美国产量已从5月触及的两年半低点回升，主要原因是页岩气生产商为应对油价上涨而重新开井。 上周，美国石油钻井平台数量增加10个，达到241个，为5月以来的最高水平。 冯娟 摘译自 CNBC 原文如下： source:https://www.cnbc.com/2020/12/04/oil-markets-coronavirus-opec.html Oil jumps to highest level since March after OPEC+ reaches a supply compromise Brent crude oil futures rose to just under $50 a barrel on Friday as expectations of a U.S. economic stimulus package and the possibility of a vaccine for the coronavirus overrode rising supply and increased COVID-19 deaths. A bipartisan $908 billion coronavirus aid plan gained momentum in the U.S. Congress. Brent gained 1.11% to settle at $49.25 per barrel after hitting its highest since early March at $49.92. West Texas Intermediate rose settled 0.99% higher at $46.26 per barrel after touching a high of $46.68 a barrel. Both benchmarks are set for a fifth straight week of gains. “We’re higher, despite super bearish events - it’s all about stimulus,” said Bob Yawger, director of energy futures at Mizuho in New York. “You can’t go home short this weekend because they could sign a deal this weekend.” OPEC+, comprising of the Organization of the Petroleum Exporting Countries and its allies, agreed on a compromise to increase output slightly from January but continue the bulk of existing supply curbs to cope with coronavirus-hit demand. OPEC and Russia on Thursday agreed to ease deep oil output cuts from January by 500,000 barrels per day with further as yet undefined increases on a monthly basis, failing to reach a compromise on a broader policy for the rest of 2021. OPEC+ had been expected to continue existing cuts until at least March, after backing down from plans to raise output by 2 million bpd. The increase means the group will reduce production by 7.2 million bpd, or 7% of global demand from January, compared with current cuts of 7.7 million bpd. While some analysts saw an undersupplied oil market even under the new higher supply quotas, others expected the barrels would tip the market into oversupply. Wood Mackenzie analysts, for example, expect that if the increases continue through March there might be 1.6 million unwanted bpd in the first quarter. The premium of Brent crude futures for nearby delivery to future months is at its highest since February, a structure called backwardation, which usually points to supplies tightening up and suggests receding fears of a current glut. U.S. production, meanwhile, has recovered from the two-and-a-half-year lows touched in May mainly because shale producers have brought wells back online in response to rising prices. The U.S. oil rig count, an indicator of future production, rose 10 to 241 last week, the highest since May. This week’s data from energy services firm Baker Hughes Co is due at about 1 p.m. ET. |
