據(jù)油價(jià)網(wǎng)2021年8月13日?qǐng)?bào)道,高盛投資銀行表示,由于激增的席卷全球的德?tīng)査儺惗局瓴±龑⒁种迫蚨唐谑托枨?,但歐佩克+不太可能對(duì)美國(guó)的增產(chǎn)要求做出回應(yīng)。
日前,白宮呼吁歐佩克+集團(tuán)增加他們已計(jì)劃的石油產(chǎn)量,以遏制可能破壞全球經(jīng)濟(jì)復(fù)蘇的汽油價(jià)格大幅上漲。
美國(guó)國(guó)家安全顧問(wèn)沙利文在一份聲明中表示:“我們正在與歐佩克+相關(guān)成員國(guó)就競(jìng)爭(zhēng)性市場(chǎng)在定價(jià)中的重要性進(jìn)行接觸?!?/p>
高盛投資銀行說(shuō),如果不加以控制,汽油價(jià)格大幅上漲可能會(huì)損害正在進(jìn)行的全球復(fù)蘇。
在評(píng)論歐佩克+增加供應(yīng)的可能性時(shí),高盛投資銀行分析師在路透社8月12日發(fā)表的一份報(bào)告中表示:“我們不認(rèn)為白宮最近的聲明會(huì)威脅到當(dāng)前的市場(chǎng)赤字,也不認(rèn)為會(huì)影響今年下半年的再平衡速度?!?/p>
因此,這家美國(guó)著名投資銀行將今年年底對(duì)布倫特原油價(jià)格的預(yù)測(cè)維持在每桶80美元。8月5日早些時(shí)候,布倫特原油價(jià)格約為每桶71美元。
盡管高盛投資銀行預(yù)計(jì),德?tīng)査儺惒《驹谖磥?lái)兩個(gè)月的激增將暫時(shí)拖累石油需求,但高盛投資銀行仍繼續(xù)看好油價(jià)。
高盛投資銀行在周四的報(bào)告中表示:“盡管德?tīng)査儺惒《驹谌蛩僚?,我們?nèi)灶A(yù)計(jì)需求復(fù)蘇將繼續(xù),同時(shí)疫苗接種率將不斷上升。”
荷蘭國(guó)際集團(tuán)(ING)分析師沃倫? 帕特森和姚文宇周四表示:“我們可以想象,沙特阿拉伯和更廣泛的歐佩克+集團(tuán)將非常不愿意進(jìn)一步增產(chǎn),特別是考慮到德?tīng)査儺惗局陻U(kuò)散的持續(xù)不確定性?!?/p>
兩位分析師補(bǔ)充稱:“我們需要看到,美國(guó)愿意向沙特阿拉伯施加多大壓力,才能看到他們進(jìn)一步打開(kāi)水龍頭?!?/p>
李峻 編譯自 油價(jià)網(wǎng)
原文如下:
Goldman: OPEC+ Unlikely To Open The Taps Despite U.S. Calls
OPEC+ is unlikely to respond with increased production to the U.S. calls amid the surging Delta variant, which is set to dampen short-term oil demand, Goldman Sachs says.
Earlier this week, the White House called on the OPEC+ group to increase oil production more than they had planned in order to tame rising gasoline prices that could derail the global economic recovery.
U.S. National Security Advisor Jake Sullivan said in a statement that “We are engaging with relevant OPEC+ members on the importance of competitive markets in setting prices.”
Higher gasoline costs, if left unchecked, risk harming the ongoing global recovery,” the statement further reads.
Commenting on the possibility that OPEC+ lift supply, Goldman Sachs analysts said in a Thursday note carried by Reuters: “We don’t see the recent White House statement as threatening the current market deficit nor the pace of the rebalancing in 2H21.”
As a result, the investment bank kept its forecast for Brent Crude prices at $80 a barrel at the end of this year. Brent was trading at around $71 early on Friday.
Goldman continues to be bullish on oil, although it expects the Delta variant surge to have a transitory drag on oil demand over the next two months.
“Looking beyond the Delta headwind, we expect the demand recovery to continue alongside rising vaccination rates,” Goldman Sachs said in the Thursday note.
“[W]e imagine that there will be quite a lot of reluctance from the Saudis and the broader group to increase output further, particularly given continued uncertainty over the spread of the delta variant,” ING strategists Warren Patterson and Wenyu Yao said on Thursday.
“We will need to see how much pressure the US is willing to put on Saudi Arabia in order to see them further opening the taps,” they added.
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