據世界石油網站4月14日消息 由于疫情造成的需求破壞超過了全球最大產油國計劃的減產,石油抹去了早些時候的漲幅。
紐約股市期貨下跌1.6%,市場持續擔憂大量供應過剩。隨著人們越來越多地猜測美國主要的存儲中心將滿負荷運轉,以美國基準(衡量市場健康狀況的指標)為基礎的一個關鍵時期處于十多年來的最低點。
本周末歐佩克+達成的每日減產970萬桶的協議相當于歷史上最大規模的協調減產,但與石油消費的下降相比仍相形見絀。盡管估計值各不相同,但主要交易商維多集團預計,本月原油日需求量將減少3000萬桶。與此同時,原油現貨價格遠低于期貨合約。
Petromatrix GmbH董事總經理Olivier Jakob說:“本周末的協議不會改變任何非常迅速的供求關系。庫存在增加,所以在曲線的前端,需求破壞要比供給破壞大得多。”
歐佩克及其盟友將于5月份開始削減石油產量,使全球石油產量減少近10%。沙特能源大臣Prince Abdulaziz bin Salman星期一表示,沙特準備在必要時進一步減產,但只有在聯盟其他成員國相應地抑制供應的情況下,沙特才會減產。他還表示,更為悲觀的需求預測可能過于悲觀,因此聯盟可能不需要進一步減產?!?/span>
吳恒磊 編譯自 世界石油
原文如下:
Collapsing demand pulls oil down despite output cuts
Oil erased earlier gains as the demand destruction caused by the coronavirus pandemic outweighed planned output cuts from the world’s biggest producers.
Futures fell 1.6% in New York amid persistent concerns of a massive supply glut. A key timespread on the American benchmark -- a gauge of the health of the market -- is at its weakest level in more than a decade as speculation grows that the main U.S. storage hub will fill to capacity.
This weekend’s OPEC+ agreement to slash production by 9.7 million barrels a day amounts to the largest coordinated cut in history, but is still dwarfed by the decline in oil consumption. Though estimates vary, leading trader Vitol Group expects demand to be down by 30 million barrels a day this month. Meanwhile, physical crude prices are trading far below futures contracts.
“The agreement of this weekend does not change anything with the very prompt supply and demand,” said Petromatrix GmbH Managing Director Olivier Jakob. “Stocks are building, so at the front of the curve, demand destruction is much bigger than supply destruction. There is only one place for crude oil to go and that is in storage.”
Cuts by the Organization of Petroleum Exporting Countries and its allies will start in May, removing almost a 10th of global output. Saudi Energy Minister Prince Abdulaziz bin Salman said Monday that the kingdom is ready to trim production even further if needed, but will only cut if others in the alliance curb their supply accordingly. He also said the more bearish demand forecasts may be too pessimistic, so the alliance may not need to make deeper cuts.
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