|2020-03-06 來源： 中國石化新聞網|
紐約Again Capital LLC合伙人John Kilduff稱:" 歐佩克會議的失敗影響了提升油價的助推力，如果市場要穩定下來，就需要減產。”
自從今年2月聯合技術委員會首次建議將日產量削減60萬桶以來，市場普遍預計歐佩克及其盟友將同意進一步減產，但目前尚不清楚這是否能夠提振油價。高盛集團(Goldman Sachs Group Inc.)兩名咨詢師表示，預計2020年需求將出現近40年來的第四次萎縮。
鄒勤 摘譯自 Rigzone
Oil Falls on Saudi-Russia Discord
Oil slipped amid a split between Saudi Arabia and Russia over whether deeper production cuts are required to offset the demand hit from the coronavirus epidemic.
Futures fell 0.9% in New York Wednesday.
Riyadh has pushed for a supply reduction as big as 1.5 million barrels a day, while Moscow favors maintaining output at current levels through to the end of the second quarter. Saudi Energy Minister Prince Abdulaziz bin Salman said the committee made a “wonderful” recommendation but declined to provide details. OPEC+ ministers will discuss the recommendation at talks in Vienna on Thursday and Friday.
“OPEC’s meeting falling apart hurt the momentum oil had built,” said John Kilduff, a partner at Again Capital LLC in New York. “The market is going to need production cuts if it is ever going to stabilize.”
The coronavirus outbreak has worsened since the Joint Technical Committee first recommended a production cut of 600,000 barrels a day in February. OPEC and its allies are widely expected to agree on deeper output cuts, but it’s not clear whether that will be enough to bolster oil. Goldman Sachs Group Inc. and two consultants said they expect demand to shrink in 2020 for only the fourth time in nearly 40 years.
Meanwhile, government data showed that U.S. oil stockpiles rose by 784,000 barrels last week, well below the 3 million barrel forecast by analysts in a Bloomberg survey. U.S. crude oil production hit an all-time high at 13.1 million barrels a day, according to the U.S. Energy Information Administration. The market also got some support from the bigger-than-expected draws in gasoline and diesel stockpiles.
West Texas Intermediate futures for April delivery fell 40 cents to settle at $46.78 a barrel on the New York Mercantile Exchange. Brent futures for May fell 73 cents to $51.13 a barrel on the ICE Futures Europe exchange, putting its premium over WTI at $4.18.
The market’s structure remains weak and options pricing is at its most bearish since June.