沙特阿美預(yù)測(cè)需求將繼續(xù)復(fù)蘇 油價(jià)上漲

據(jù)8月10日Rigzone報(bào)道，沙特阿美石油公司（Saudi Aramco）預(yù)計(jì)，盡管世界上許多地區(qū)仍在努力控制冠狀病毒，但石油需求結(jié)束了連續(xù)兩天的跌勢(shì)，并將在今年剩余時(shí)間里繼續(xù)改善。

沙特阿美公布第二季度利潤(rùn)下滑后，該公司首席執(zhí)行官阿明?納賽爾(Amin Nasser)周日表示，亞洲原油消費(fèi)量幾乎回到了病毒爆發(fā)前的水平。與此同時(shí)，美國(guó)的石油鉆探降至15年以來的最低水平，原因是勘探公司放棄了增長(zhǎng)計(jì)劃，使得以前數(shù)十億桶的石油發(fā)現(xiàn)變得毫無價(jià)值。

自6月初以來，油價(jià)一直徘徊在每桶40美元附近，不過有跡象顯示油價(jià)可能突破高位，雖然不斷上升的病毒感染病例引發(fā)了市場(chǎng)對(duì)經(jīng)濟(jì)持續(xù)復(fù)蘇的懷疑。然而，歐佩克+將重新估計(jì)需求狀況，在歷史性減產(chǎn)后，從本月開始恢復(fù)部分供應(yīng)。

CMC Markets Asia Pacific首席市場(chǎng)策略師麥卡錫(Michael McCarthy)表示，需求復(fù)蘇好于預(yù)期，這支撐了價(jià)格。歐佩克減產(chǎn)的放松已經(jīng)反映在價(jià)格中，但市場(chǎng)對(duì)今年下半年經(jīng)濟(jì)復(fù)蘇的看法不一。

截至倫敦時(shí)間上午7:50，紐約商品交易所9月份交割的西德克薩斯中質(zhì)原油價(jià)格上漲1.1%，至每桶41.66美元。上周五下跌了1.7%。歐洲期貨交易所，布倫特原油10月份結(jié)算價(jià)上漲0.7%，至44.71美元，上周五曾下跌1.5%。

納賽爾表示，目前的石油需求約為每天9000萬桶，而疫情爆發(fā)前的水平約為每天1億桶。該公司公布第二季度凈利潤(rùn)暴跌73%，因原油價(jià)格隨著消費(fèi)銳減而暴跌。

美國(guó)貝克休斯公司(Baker Hughes Co.)上周五公布的數(shù)據(jù)顯示，在美國(guó)，活躍鉆機(jī)數(shù)量減少了4臺(tái)，至176臺(tái)，為2005年7月以來的最低水平。在過去的四個(gè)半月時(shí)間里，各個(gè)公司幾乎都在不間斷地暫停鉆機(jī)作業(yè)。

王佳晶 摘譯自 Rigzone

原文如下：

Oil Up as Aramco Sees Demand Recovery Continuing

Oil snapped a two-day losing streak as Saudi Aramco predicted demand will continue to improve through the rest of the year, despite many regions across the world struggling to bring the coronavirus under control.

Crude consumption in Asia is almost back to pre-virus levels, Aramco Chief Executive Officer Amin Nasser said Sunday after the world’s top exporter reported a slump in second-quarter profit. Meanwhile, oil drilling in the U.S. fell to a 15-year low as explorers abandoned growth plans and as billions of barrels from old discoveries became worthless.

Oil is showing some signs of potentially breaking higher after being stuck near $40 a barrel since early June as rising virus infections raised doubts about a sustained recovery. However, OPEC+ is set to test the appetite for demand, returning some supply to the market from this month following historic production cuts.

The demand recovery is better than expected and that’s supporting prices, said Michael McCarthy, chief market strategist at CMC Markets Asia Pacific. The easing of OPEC+ cuts has already been priced in, but sentiment is mixed toward an economic recovery through the second half of the year, he said.

West Texas Intermediate for September delivery rose 1.1% to $41.66 a barrel on the New York Mercantile Exchange as of 7:50 a.m. London time after falling 1.7% on Friday

Brent for October settlement gained 0.7% to $44.71 on the ICE Futures Europe exchange after dropping 1.5% on Friday

Oil demand is around 90 million barrels a day, Aramco’s Nasser said, compared with pre-pandemic levels of roughly 100 million barrels a day. The state-controlled company reported a 73% slump in second-quarter net income after crude prices collapsed following a crash in consumption.

In the U.S., the number of active drill rigs fell by four to 176, the lowest since July 2005, according to Baker Hughes Co. data released Friday. Companies have been parking rigs on an almost uninterrupted streak for more than four and a half months.