据世界石油网站4月14日消息 由于疫情造成的需求破坏超过了全球最大产油国计划的减产,石油抹去了早些时候的涨幅。
纽约股市期货下跌1.6%,市场持续担忧大量供应过剩。随着人们越来越多地猜测美国主要的存储中心将满负荷运转,以美国基准(衡量市场健康状况的指标)为基础的一个关键时期处于十多年来的最低点。
本周末欧佩克+达成的每日减产970万桶的协议相当于历史上最大规模的协调减产,但与石油消费的下降相比仍相形见绌。尽管估计值各不相同,但主要交易商维多集团预计,本月原油日需求量将减少3000万桶。与此同时,原油现货价格远低于期货合约。
Petromatrix GmbH董事总经理Olivier Jakob说:“本周末的协议不会改变任何非常迅速的供求关系。库存在增加,所以在曲线的前端,需求破坏要比供给破坏大得多。”
欧佩克及其盟友将于5月份开始削减石油产量,使全球石油产量减少近10%。沙特能源大臣Prince Abdulaziz bin Salman星期一表示,沙特准备在必要时进一步减产,但只有在联盟其他成员国相应地抑制供应的情况下,沙特才会减产。他还表示,更为悲观的需求预测可能过于悲观,因此联盟可能不需要进一步减产。”
吴恒磊 编译自 世界石油
原文如下:
Collapsing demand pulls oil down despite output cuts
Oil erased earlier gains as the demand destruction caused by the coronavirus pandemic outweighed planned output cuts from the world’s biggest producers.
Futures fell 1.6% in New York amid persistent concerns of a massive supply glut. A key timespread on the American benchmark -- a gauge of the health of the market -- is at its weakest level in more than a decade as speculation grows that the main U.S. storage hub will fill to capacity.
This weekend’s OPEC+ agreement to slash production by 9.7 million barrels a day amounts to the largest coordinated cut in history, but is still dwarfed by the decline in oil consumption. Though estimates vary, leading trader Vitol Group expects demand to be down by 30 million barrels a day this month. Meanwhile, physical crude prices are trading far below futures contracts.
“The agreement of this weekend does not change anything with the very prompt supply and demand,” said Petromatrix GmbH Managing Director Olivier Jakob. “Stocks are building, so at the front of the curve, demand destruction is much bigger than supply destruction. There is only one place for crude oil to go and that is in storage.”
Cuts by the Organization of Petroleum Exporting Countries and its allies will start in May, removing almost a 10th of global output. Saudi Energy Minister Prince Abdulaziz bin Salman said Monday that the kingdom is ready to trim production even further if needed, but will only cut if others in the alliance curb their supply accordingly. He also said the more bearish demand forecasts may be too pessimistic, so the alliance may not need to make deeper cuts.
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