消費推動WTI原油期貨升至每桶40美元以上

盡管許多國家仍在努力控制疫情，但強勁的消費繼續(xù)推高現(xiàn)貨市場，推動油價上漲。

上周五紐約期貨交易價格超過每桶40美元，本周累計上漲約11%。石油交易商維托爾集團(Vitol Group)、托克集團(Trafigura Group)以及石油出口國沙特阿美(Saudi Aramco)最近幾天都在談?wù)撔枨髲?fù)蘇的力度，全球一些主要石油產(chǎn)品的價格已開始飆升。

美國汽油期貨周四三個月來首次出現(xiàn)倒價差，這是一個看漲信號，表明隨著夏季駕駛季節(jié)的到來，供應(yīng)正在收緊。與此同時，北海市場上為全球大部分原油定價的掉期合約價格周四大幅上漲，原因是交易員發(fā)出了幾份對貨物的報價，但只有一個賣家愿意出售。

德國商業(yè)銀行(Commerzbank AG)分析師卡斯滕?弗里奇(Carsten Fritsch)表示:“歐佩克在扭轉(zhuǎn)局面方面做得很好，更強勁的需求也有所幫助。”

除疫情外，油價面臨的另一個主要威脅來自供應(yīng)商過早重啟已關(guān)閉的生產(chǎn)。美國石油生產(chǎn)商大陸資源公司(Continental Resources Inc.)周四說，下個月將開始恢復(fù)部分閑置的石油產(chǎn)量，但仍將保持減產(chǎn)50%左右的水平。

荷蘭銀行(ABN Amro)高級能源經(jīng)濟學(xué)家漢斯?范?克萊克(Hans van Cleef)表示:“油價得到了與股市走勢一致的大量支撐?！薄懊半U模式對大宗商品有利?！?/span>

趙斌 摘譯自 世界原油

原文如下：

Accelerating demand lifts WTI crude futures above $40/bbl

Oil rallied as stronger consumption continued to push physical markets higher, even as many countries struggle to bring the coronavirus under control.

Futures in New York traded above $40 a barrel on Friday and are up about 11% this week. Oil traders Vitol Group and Trafigura Group and exporter Saudi Aramco all talked up the strength of the demand recovery in recent days, and prices for some of the world’s major oil products have begun to roar higher.

Gasoline futures in the U.S. moved into backwardation for the first time in three months on Thursday, a bullish signal indicating supplies are tightening as the summer driving season gets under way. Meanwhile, swaps in the North Sea market that prices much of the world’s crude jumped on Thursday as traders posted several bids for cargoes but only one willing seller emerged.

“OPEC+ has done a good job turning things around and stronger demand also helps,” said Carsten Fritsch, an analyst at Commerzbank AG.

Apart from the virus, the other major threat to oil prices comes from suppliers re-opening shuttered production too early. U.S. producer Continental Resources Inc. said Thursday it will start bringing back some of its idled oil output next month, but will keep about 50% curtailed.

“Oil prices find a lot of support in line with equity markets,” said ABN Amro’s senior energy economist, Hans van Cleef. “Risk-on mode is supportive for commodities.”