投资者现在担心OPEC的减产力度难以持续,而且美国原油产量的回升恐令减产行动对油价的提振效果大打折扣。上周数据显示美国原油产量已经增长至89810000 barrels/Day, compared to2016年中水平提升了约6.5%And it was last year4月以来最高水平。交易员们称,未来几个月各产油国还需要加快减产步伐,才能达到协议中规定的今年上半年平均每日减产目标,才能在年内解决供应过剩问题。全球最大的场外石油经纪商的分析师称:
“OPEC提供的数据已经非常明确,减产执行率相当高,但如果市场希望避免原油库存再度攀升,产油国就必须将减产协议延长至今年下半年。”
交易员们现聚焦美国上周的库存数据。美国石油协会(API)周三凌晨5:30According to the published data, as of2month10Increase in crude oil inventory for the current week994万桶,小于前值1422.7万桶,但预期仅为增加317.5Ten thousand barrels. After the data is released,WTI缩减升幅,跌破53dollar/Bucket.
具体数据显示,当周汽油库存增加71.7Ten thousand barrels, the previous value is an increase290Ten thousand barrels, expected to decrease115万桶;库欣原油库存减少127万桶,前值和预期均为增加62.4Ten thousand barrels; Refined oil inventory increase150.2Ten thousand barrels, the previous value is an increase137Ten thousand barrels, expected to decrease115Ten thousand barrels.
APIThe report shows that as of2month10日当周美国原油库存已经达到5.135亿桶,上周原油日进口量减少31.910000 barrels/Day, to89010000 barrels/日。知名财经博客零对冲评论称,这周为美国原油库存连续第六周录得上涨,继上周API原油库存大幅增加后,本周库存增幅再次大幅超过预期,令美油布油价格短线下挫,美油短线跌破53dollar/桶关口;如果今夜EIAData andAPI数据相符,美国原油库存将再创纪录新高。一位交易员称,现在美元行情主宰市场,API公布后,两油因遭受卖压而下挫。
周三晚23:30To be announcedEIA库存数据,标准普尔全球普氏调查显示,截至2month10Current week in the United StatesEIA原油库存料增加325万桶,而汽油库存将下降50Ten thousand barrels.