APIAnnouncement, as of12month30During the current week, US crude oil inventories decreased743Ten thousand barrels, to4.827Billion barrels, analysts estimate a decrease220Ten thousand barrels. Increase in inventory of Kuxin crude oil48.2Ten thousand barrels.
此外,上周汽油库存增加425Ten thousand barrels, estimated to increase180Ten thousand barrels. Refined oil inventory increased last week524Ten thousand barrels, analysts estimate an increase110Ten thousand barrels.
API原油库存的意外暴减及美元的回落均利好油价,加之OPEC减产协议的正式落实。受多重利好因素支撑,周四早盘,油价大幅反弹,并重新站上了53关口上方,现交投于53Near the checkpoint. 晚间EIA来袭油价有望再攀高峰
In theOPEC冻产协议达成以来,减产风光占尽,APIandEIA光辉被掩盖已久,2017yearOPEC开始正式落实减产,市场预计OPEC将履行承诺实施减产,但减产力度尚存怀疑,在此之际,OPEC减产以外的如美元走高及库存等对油价的影响开始慢慢显现。
周四凌晨美国API原油库存的意外大减743万桶,数据公布后油价开始反弹,并重新冲上了53Above the gate,API原油库存素来对于在其后公布的EIA原油库存有前瞻性,现市场均重点聚焦于晚间EIA原油库存数据的公布。
因圣诞假期,美国至12month23Day and WeekEIACrude oil inventory data will be postponed to Friday Beijing time00:00公布。分析师预计,上周美国EIAReduction in crude oil inventory80Ten thousand barrels.
In theOPEC减产迷雾重重之际,原油库存的减少将成油价飙高的最后动力,市场预计今晚的EIA将寻API路径减少80万桶,但一向有“反转王”之称的EIA很难如此“乖巧”令市场“摆布”,若EIA再度意外大减,油价将再次冲上高峰;反之,若EIA再次“任性”增加,油价将承压走低。实时布局关注笔者叶雯熙公众号,Guide WeChatywx5252。