全球能源供应紧张导致油价反弹

　　中国石化新闻网讯 据世界能源9月22日消息：油价周二早盘上涨，结束了连续两天的下跌，因为全球天然气短缺促使市场评估了即将到来的冬季对其他燃料需求增加的潜力。

　　截至美国东部时间上午9:53，WTI原油价格上涨0.51%，至70.58美元。布伦特原油价格上涨0.47%，至74.28美元。

　　分析师表示，就在冬季供暖季节来临之际，欧洲天然气价格飙升，增加了从天然气转向石油的可能性。

　　荷兰国际集团策略师沃伦·帕特森和姚文宇周二表示：“天然气价格上涨应该会对石油市场提供一些支持，因为天然气转换为石油的潜力越来越大。”

　　此外，尽管飓风艾达过后，墨西哥湾的大部分石油生产现已恢复正常，但壳牌周一表示，其West Delta-143(WD-143)海上设施遭受了“严重的结构破坏”。

　　壳牌预计，WD-143“A”平台设施将停产维修至今年年底，而WD-143“C”平台设施将于2021年第四季度投入运营。超级巨头预计将在2021年第四季度从Olympus平台恢复生产，横跨WD-143“C”平台，并在2022年第一季度从流经WD-143“A”平台的Mars和Ursa设施恢复生产。

　　受美元走强和美联储本周政策会议前更大范围市场抛售的推动，壳牌在墨西哥湾的部分生产缓慢恢复，以及全球能源价格上涨，周二早盘支撑了油价，此前油价在周一下跌。

　　日本盛宝银行的战略团队在周二的一份报告中表示，油价在一夜之间反弹，目前受到“风险情绪改善，更重要的是目前正在天然气市场展开的全球能源危机”的支持，这一事态发展可能会推动对替代燃料产品的需求增加。

　　冯娟 摘译自 世界能源

　　原文如下：

　　Oil Rebounds On Tight Global Energy Supply

　　Oil prices rose early on Tuesday, halting two consecutive days of losses as the global natural gas crunch has the market evaluating the potential of higher demand for other fuels in the upcoming winter season.

　　As of 9:53 a.m. EDT, WTI Crude was trading up 0.51% at $70.58. Brent Crude prices were rising by 0.47% at $74.28.

　　The surging natural gas prices in Europe just ahead of the winter heating season raise the potential for switching from gas to oil, analysts say.

　　“These higher gas prices should offer some support to the oil market, with the growing potential for gas to oil switching,” ING strategists Warren Patterson and Wenyu Yao said on Tuesday.

　　In addition, while most of the Gulf of Mexico oil production is now back online after Hurricane Ida, Shell said on Monday that its West Delta-143 (WD-143) offshore facilities had sustained “significant structural damage” from the storm.

　　Shell estimates that the WD-143 “A” platform facilities will be offline for repairs until the end of this year, and that the facilities on the WD-143 “C” platform will be operational in the fourth quarter of 2021. The supermajor expects to resume production from the Olympus platform, which flows across the WD-143 “C” platform, in Q4 2021, and from the Mars and Ursa facilities, which flow across the WD-143 “A” platform, in Q1 2022.

　　The slow return of some of Shell’s production in the Gulf of Mexico and the rising energy prices globally supported oil prices early on Tuesday, following a drop on Monday, driven by a stronger U.S. dollar and a broader market sell-off ahead of Fed’s policy meeting this week.

　　Oil prices bounced overnight, supported for now by “improved risk sentiment, and more importantly the global energy crunch currently unfolding in the natural gas market, a development that is likely to drive increased demand for fuel products as substitution,” Saxo Bank’s strategy team said in a note on Tuesday.