???? 據油價網4月12日消息:摩根士丹利在一份新報告中稱,今年夏天油價可能會停留在65-70美元區間,該公司暫時調整了此前對每桶70美元的預測。?
????原油庫存仍在減少,流動性繼續改善,但鉆井活動的增加對油價的影響可能比摩根士丹利分析師最初預計的要大。摩根士丹利表示,這些因素一直存在于“已知的未知”領域,但現在它們可能會對油價走勢產生更大影響。
????摩根士丹利2月底曾表示,布倫特原油將在第三季度達到70美元,這是市場大幅改善的跡象。
????盛寶銀行分析師認為,維持布倫特原油價格區間波動可能面臨短期挑戰。
????盛寶銀行表示:“上周油價創下三周以來的最差水平,盡管下半年的需求前景看起來很強勁,但短期挑戰可能會使布倫特原油價格保持在目前的60美元至65美元之間。”
????高盛方面繼續看好石油,并預計強勁的需求將要求歐佩克+在第三季度向市場投放200萬桶/天的原油,此前歐佩克和沙特阿拉伯決定在5月至7月期間恢復200萬桶/日左右的石油需求。
????即使在3月中旬油價下跌之后,高盛仍認為"大喘息"是原油的買入機會,并繼續預測布倫特原油將在夏季觸及每桶80美元。
????馮娟 摘譯自 油價網
????原文如下:
????Morgan Stanley: Oil Prices Stuck In $60 Range This Summer
????Oil prices will likely be stuck in the $65-$70 range this summer, Morgan Stanley says in a new note, tempering its previous forecast for $70.
????Although some supportive factors for oil prices are still in place, the recovery of U.S. drilling activity?is headwind that are “appearing to take the steam out of this recovery,” Morgan Stanley said, as quoted by Reuters U.S. energy editor David Gaffen.
????Oil inventories are still drawing down, and mobility continues to improve, but Iran and higher U.S. drilling activity now appear to likely have more impact on oil prices than Morgan Stanley analysts had initially assumed. Those factors have always been there, in the “known unknowns” territory, but now they could influence the trend in oil prices more, according to Morgan Stanley.
????At the end of February, Morgan Stanley was saying that Brent Crude will hit $70 in the third quarter in a sign of “a much improved market.”
????Saxo Bank analysts said on Monday they see short-term challenges likely keeping Brent Crude prices rangebound.
????“Last week oil posted its worst week in three and while the demand outlook into the second half looks strong, short-term challenges are likely to keep Brent rangebound, currently between $60 and $65,” Saxo Bank said.
????Goldman Sachs, for its part, continues to be bullish on oil and anticipates strong demand that would require OPEC+ putting another 2 million barrels per day (bpd) on the market in the third quarter, after the around 2 million bpd that the alliance and Saudi Arabia decided to return between May and July.
????Even after the sell-off in oil in mid-March, Goldman Sachs said that the “big breather” was a buying opportunity for oil and continued to forecast Brent hitting $80 per barrel in the summer.
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