歐佩克減產(chǎn)和需求復(fù)蘇 油價(jià)突破40美元

據(jù)路透社6月3日?qǐng)?bào)道，受到需求出現(xiàn)復(fù)蘇跡象、美國(guó)庫存下降以及歐佩克將繼續(xù)減產(chǎn)的預(yù)期等因素的支撐，油價(jià)周三攀升至每桶40美元上方，為3月以來首見。

美國(guó)石油學(xué)會(huì)(American Petroleum Institute)周二表示，美國(guó)原油庫存減少48.3萬桶，這表明供應(yīng)過剩狀況正在緩解。

截至格林尼治時(shí)間10：00點(diǎn)，8月份布倫特原油期貨價(jià)格上漲41美分，至39.98美元/桶，漲幅為1%，此前曾觸及3月6日以來的最高水平，至40.53美元/桶。7月份西德克薩斯中質(zhì)原油(WTI)上漲56美分，至每桶37.37美元，漲幅為1.5%。

石油經(jīng)紀(jì)商PVM的斯蒂芬?布倫諾克(Stephen Brennock)表示:“一個(gè)共識(shí)正在形成，即歐佩克將延長(zhǎng)目前的減產(chǎn)。”他指的是歐佩克成員國(guó)及其盟友，包括俄羅斯。

近幾周，這兩種基準(zhǔn)原油價(jià)格均大幅上漲，其中布倫特原油價(jià)格在4月跌至每桶16美元以下的21年低點(diǎn)后上漲了逾一倍，當(dāng)時(shí)美國(guó)原油價(jià)格跌破零值。

中國(guó)經(jīng)濟(jì)的復(fù)蘇以及其他國(guó)家政府放松了出行的限制，都在支撐著價(jià)格。歐佩克將在5月和6月將石油日產(chǎn)量削減970萬桶，約為冠狀病毒危機(jī)前全球產(chǎn)量的10%，以支撐油價(jià)。

受市場(chǎng)復(fù)蘇跡象的鼓舞，歐佩克+正考慮將減產(chǎn)延長(zhǎng)至6月以后。但是，目前還沒有就把部長(zhǎng)級(jí)會(huì)議從原定的6月晚些時(shí)候推遲到星期四一事達(dá)成協(xié)議。

一位歐佩克代表表示:“當(dāng)布倫特原油價(jià)格逼近每桶40美元時(shí)，這是一個(gè)好跡象。這證明我們的方向是對(duì)的?！?/span>

一項(xiàng)調(diào)查顯示，作為全球第二大石油消費(fèi)國(guó)，中國(guó)服務(wù)業(yè)上月恢復(fù)增長(zhǎng)，這是今年1月以來的首次增長(zhǎng)。凱投宏觀(Capital Economics)在一份報(bào)告中表示:“隨著與疫情相關(guān)的封鎖措施繼續(xù)解除，我們預(yù)計(jì)需求將逐漸恢復(fù)。”

王佳晶 摘譯自 路透社

原文如下：

Oil tops $40 on OPEC cuts and demand recovery

Oil climbed above $40 a barrel for the first time since March on Wednesday, supported by signs of recovery in coronavirus-hit demand, lower U.S. inventories and expectations that OPEC+ will keep oil output cuts in place.

Suggesting a supply glut is easing, the American Petroleum Institute on Tuesday said that U.S. crude inventories fell by 483,000 barrels.

Brent crude futures for August were up 41 cents, or 1%, at $39.98 by 1000 GMT, having earlier touched their highest since March 6 at $40.53. West Texas Intermediate (WTI) crude for July gained 56 cents, or 1.5%, to $37.37.

“A consensus is emerging that the producer group will prolong current cuts,” said Stephen Brennock of oil broker PVM, referring to the Organization of the Petroleum Exporting Countries (OPEC) and allies including Russia, a group known as OPEC+.

Both benchmarks have surged in recent weeks, with Brent more than doubling after hitting a 21-year low below $16 in April, when U.S. crude turned negative.

A recovery in China and the easing of government lockdowns elsewhere is supporting prices.

The OPEC+ group is cutting output by 9.7 million barrels per day (bpd), about 10% of global output before the coronavirus crisis, in May and June to support prices.

Encouraged by signs of recovery in the market, OPEC+ is considering extending the cut beyond June. But there has been no agreement yet on bringing forward a ministerial meeting to Thursday from its original date later in June.

“When you have Brent approaching $40, it is a good sign,” one OPEC delegate said. “We are on the right track.”

The services sector in China, the world’s second-biggest oil consumer, returned to growth last month for the first time since January, a survey showed.

“As virus-related lockdown measures continue to be lifted, we expect that demand will gradually recover,” Capital Economics said in a report.