Last Friday(8month19day),国际油价在连续两天反弹后小幅下滑,尽管今年年底前存在供应趋紧预期,但市场参与者同时权衡全球经济放缓担忧,后者将抑制燃料需求。目前美国原油库存急剧下降,因为该国最近一周石油出口达到创纪录的50010000 barrels/日,石油公司正满足欧洲国家大量需求,后者正逐渐摆脱对俄罗斯原油依赖。按照一些油企高管说法和市场估计,为了保持原油供应充足,美国炼油厂计划在本季度保持接近最大产能运转,炼油厂抛开经济衰退和零售价格下滑担忧,以提供更多燃料。供应方面,石油输出国组织(OPEC)新任秘书长阿尔盖斯表示,能源价格高企归咎于石油天然气领域投资不足,各国决策者和立法者应当对此负责,而不是甩锅给OPEC。在新冠疫情引发价格暴跌之后,全球石油和天然气行业投资意愿锐减,这大大减少了OPEC闲置产能,并限制了该集团对进一步潜在供应中断的快速反应能力。总体来看,虽然美国周度库存数据提振了燃料需求改善乐观预期,但挥之不去的经济衰退担忧以及OPEC+增产前景可能会限制油价上行空间。
Serve as an analyst and commentator for well-known financial channels such as "Golden Net" and "Globalforeign exchange》Professional contributors to several well-known financial forums such as "Huitong Net" and "Zhongjin Net", specializing in short, medium, and long term operations of gold, crude oil, and silver. Investment is risky, and caution should be exercised when entering the market. Suggestions are for reference only; This article is original by Dingsheng Jinshi, who carefully writes every analysis and conveys valuable investment concepts. If there is any similarity, it is purely plagiarism. Readers should be discerning and respect originality!