???? 據3月8日FXstreet報道,繼歐佩克+決定4月不增加供應以及美國勞動力市場報告(USLAP)公布對未來需求上升預期的強勁報告之后,美國西德克薩斯中質原油和全球基準布倫特原油期貨價格周五大漲超過3.50%,觸及多年高位。
????周五,5月WTI原油價格收于每桶65.92美元,上漲每桶2.30美元或3.62%,5月布倫特原油收于每桶69.36美元,上漲2.62美元或3.78%。
????一是,歐佩克+拒絕增產。
????周四,原油期貨價格飆升約4%,此前歐佩克+將石油產量限制延長至4月份,并對俄羅斯和哈薩克斯坦給予了小幅豁免。
????此舉令許多交易員感到意外,這可能是導致漲勢被夸大的原因之一。激進的空頭回補和新的基金驅動買盤可能是價格飆升的背后因素。
????本周早些時候,原油價格承壓,因投資者押注歐佩克+將增產50萬至150萬桶/天的產量。一些人甚至希望沙特阿拉伯放棄其每日額外減產100萬桶的自愿做法。
????相反,以沙特阿拉伯為首的歐佩克+將減產措施持續到4月底,迫使主要原油交易商向上修正其價格預期。
????二是,隨著美國就業崗位激增,需求前景變得更加樂觀。
????周五早些時候,美國政府報告顯示,2月份美國經濟創造的就業崗位超過預期,原油期貨受到進一步提振。
????由于新冠肺炎病例減少,疫苗接種速度加快,以及來自政府的額外疫情救助資金,美國2月份就業增長超過預期,使就業市場復蘇的基礎更加堅實,未來幾個月有望進一步增長。
????美國勞工部周五公布,上月非農就業人口增加37.9萬人,1月增加16.6萬人。經濟學家希望增加21萬個工作崗位。該報告有力地表明,美國經濟正接近疫情爆發前的水平,導致對原油需求增強的預期上升。
????三是,美國鉆井公司貝克休斯(Baker Hughes)連續第二周新增油氣鉆井平臺。
????隨著原油價格飆升至2019年以來的最高水平,美國能源公司本周連續第二周增加了石油和天然氣鉆井平臺。
????貝克休斯周五在其備受關注的報告中稱,截至3月5日的一周,油氣鉆井平臺數量增加1個至403個,為5月以來最高水平。鉆井平臺數量是未來產量的早期指標。
????根據貝克休斯自1940年以來的數據,鉆井平臺總數在8月份跌至244臺的歷史低點后,在過去的7個月里一直在增加。
????另外,本周石油鉆井平臺增加1個,至310個,為5月份以來的最高水平,而天然氣鉆井平臺持平于92個。
????王佳晶 摘譯自 FXstreet
????原文如下:
????Oil Price Fundamental Daily Forecast – Soars after OPEC+ Holds Cuts; US Jobs Growth Fuels Demand Optimism
????U. S. West Texas Intermediate and international-benchmark Brent crude oil futures surged for than 3.50% on Friday, hitting a multi-year high, following Thursday’s decision by OPEC and its allies not to increase supply in April and a stronger-than-expected U.S. labor market report that raised expectations for higher future demand.
????On Friday, May WTI crude oil settled at $65.92, up $2.30 or +3.62% and May Brent crude oil finished at $69.36, up $2.62 or +3.78%.
????OPEC+ Says No to Output Hikes
????On Thursday, crude oil futures spiked about 4% higher after OPEC and its allies extended oil production curbs into April, while granting slight exemptions to Russia and Kazakhstan.
????The move caught many traders by surprise, which may have contributed to the exaggerated rally. A combination of aggressive short-covering and fresh fund-driven buying may have been behind the price surge.
????Earlier in the week, crude oil prices were pressured as investors bet OPEC and its allies would raise output between 500,000 and 1,500,000 barrels per day. Some were even looking for Saudi Arabia to do away with its voluntary cut of 1 million bpd.
????Instead, OPEC+, led by Saudi Arabia, left its production cuts in place through the end of April, forcing the major crude oil traders to revise their price expectations upward.
????Demand Outlook Turns More Optimistic Amid US Jobs Surge
????Crude oil futures received an additional boost early Friday after a government report showed the U.S. economy created more jobs than expected in February.
????U. S. jobs increased more than expected in February amid falling new COVID-19 cases, quickening vaccination rates and additional pandemic relief money from the government, putting the labor market recovery back on firmer footing and on course for further gains in the months ahead.
????Non-Farm Payrolls surged 379,000 jobs last month after rising 166,000 in January, the Labor Department said on Friday. Economists were looking for an increase of 210,000 jobs.
????The report was a strong indication that the economy was moving closer to pre-pandemic levels, leading to higher expectations for stronger demand for crude.
????US Drillers Add Oil and Gas Rigs for Second Week in a Row: Baker Hughes
????U. S. energy firms this week added oil and natural gas rigs for a second week in a row as crude prices soared to their highest levels since 2019.
????The oil and gas rig count, an early indicator of future output, rose one to 403 in the week to March 5, still its highest since May, energy services firm Baker Hughes Co said in its closely followed report on Friday.
????The total rig count has increased for the past seven months after dropping to a record low of 244 in August, according to Baker Hughes data going back to 1940.
????Separately, oil rigs rose one to 310 this week, their highest since May, while gas rigs, were unchanged at 92.