企业对石油和矿商的依赖日益增加

　　中国石化新闻网讯 据彭博社10月25日报道，此前沙特阿拉伯敦促谨慎提振供应，布伦特原油价格上涨至每桶86美元，同时市场结构令人瞠目的反弹进一步加深。

　　全球基准原油价格上涨0.6%，西德克萨斯中质原油(WTI)触及2014年以来的最高水平。沙特阿拉伯能源部长阿卜杜勒-阿齐兹·本·萨勒曼王子(Prince Abdulaziz bin Salman)周末对彭博电视台(Bloomberg Television)表示，产油国不应将油价上涨视为理所当然。这一立场得到了尼日利亚和阿塞拜疆的响应。

　　在价格走强的同时，衡量市场健康状况的所谓时间段的价差出现了更快的反弹。WTI现货价格比下个月的价格高出1美元以上，因为交易商为了确保供应而支付了溢价。备受关注的最接近的两份12月合约之间价差达到了2013年以来的最高水平。

　　随着全球经济从新冠肺炎疫情造成的混乱中复苏，油价在过去12个月里上涨了一倍多，加剧了通胀担忧。高盛表示，天然气危机使每天的需求增加了100万桶，全球石油消费正处于恢复到疫情爆发前的临界水平。与此同时，欧佩克及其盟友在缓解2020年为挽救油价而实施的严厉供应削减方面一直表现克制。

　　经纪公司PVM Oil Associates的分析师塔马斯·瓦尔加（Tamas Varga）表示，"市场仍普遍预期未来数月全球库存将持续下滑，只要需求增长稍有放缓，就可能改变市场情绪"。

　　阿卜杜阿齐兹王子表示，如果北半球的冬天比正常情况更冷，人们从天然气转向原油，需求可能每天增加50万至60万桶。欧佩克+增加的供应对遏制欧洲和亚洲的天然气成本或美国的汽油成本没有多大作用

　　价格方面，伦敦时间上午10点24分，12月交割的布伦特原油价格上涨0.6%，至每桶86.01美元，12月份交货的西德克萨斯中质原油(WTI)上涨0%至每桶84.28美元。

　　不过，目前石油市场的强势主要是所谓的轻质原油相对稀缺。布伦特原油相对中东迪拜基准原油的溢价达到2018年以来的最高水平，这可能促使亚洲买家避免购买欧洲原油。与此同时，西德克萨斯中质油(WTI)的价格与布伦特原油(Brent)之间的折让达到了7月份以来的最低水平，这可能会抑制美国对欧洲的出口。

　　王佳晶 摘译自 彭博社

　　原文如下：

　　U.K. Dividend Recovery Places Growing Reliance on Oil and Miners

　　Brent oil rallied above US$86 a barrel after Saudi Arabia urged caution in boosting supply, while an eye-watering rally in market structure deepened.

　　The global crude benchmark advanced 0.6 per cent, while West Texas Intermediate hit the highest since 2014. Saudi Arabia’s Energy Minister Prince Abdulaziz bin Salman told Bloomberg Television at the weekend that producers shouldn’t take the rise in prices for granted. That conservative stance was echoed by both Nigeria and Azerbaijan.

　　The strengthening in prices has been outpaced by an even faster rally in so-called timespreads, which gauge the health of the market. WTI for immediate delivery was trading at more than a dollar higher than the next month as traders pay premium prices to secure supplies. The closely watched spread between the nearest two December contracts was the strongest since 2013.

　　Oil has more than doubled over the past 12 months, fanning inflationary concerns, as the global economy rebounded from the dislocation caused by the coronavirus pandemic. Goldman Sachs says the natural gas crisis is boosting demand by 1 million barrels a day and that global oil consumption is on the brink of returning to pre-COVID levels. Meanwhile, the Organization of Petroleum Exporting Countries and its allies have been restrained in easing the draconian supply cuts imposed in 2020 to salvage prices.

　　“Continuous global stock drawdowns are still widely anticipated in the coming months and only a dent in demand growth could change the underlying sentiment,” Tamas Varga, an analyst at brokerage PVM Oil Associates.

　　Prince Abdulaziz said that demand may increase 500,000-600,000 barrels a day if the Northern Hemisphere’s winter is colder than normal and companies switch from gas to crude, he also cautioned that more barrels from OPEC+ would do little to curb costs of gas in Europe and Asia or gasoline in the U.S.

　　Prices:

　　Brent for December settlement added 0.6 per cent to US$86.01 a barrel at 10:24 a.m. in London.

　　WTI for December delivery rose 0/6 per cent to US$84.28 a barrel

　　Still, in a sign the pandemic remains a challenge, China has been dealing with a renewed COVID-19 outbreak caused by the delta variant from overseas. A wave of infections has spread to 11 provinces in the week from Oct. 17, Mi Feng, spokesman for the National Health Commission, told a briefing.

　　For now, however, the strength in the oil market is being dominated by a relative scarcity of so-called light-sweet barrels, which are low in sulfur and produce more lighter products like gasoline. Brent’s premium to the middle eastern Dubai benchmark is the biggest since 2018, which could spur buyers in Asia to shun European crude purchases. At the same time, WTI is pricing at its smallest discount to Brent since July, a move that’s likely to curb U.S. export flows to Europe.