据路透社4月28日报道,由于全球最大的石油交易所交易基金抛售了其在当前月度合约中的头寸,美国原油期货价格继续下跌,一度跌至每桶10.63美元。
阿联酋时间上午11点02分,WTI价格下跌13.07%,至每桶11.11美元,这再度引发了人们对油价可能跌至负值的担忧。
由纽约梅隆银行(Bank of New York Mellon)管理的美国石油基金(United States Oil Fund)追踪近月期合约,并在过去两周内多次改变其投资头寸。
WTI下一个月合约价差扩大,7月期货价格为每桶17.93美元。与此同时,布伦特原油价格下跌4.35%,至每桶19.12美元——受WTI原油价格暴跌影响,该基准价格昨日跌破20美元。
瑞士银行(UBS)大宗商品分析师乔瓦尼?斯陶诺沃(Giovanni Staunovo)表示:“油价处于多年来的低点,正将石油市场的再平衡推向产油国最痛苦的阶段。”
世界银行估计,过去四周全球陆上石油库存增加了近1.32亿桶。与此同时,海上石油储量也增加了6000万桶。在爱沙尼亚等地,石油存储空间已经耗尽,WTI在俄克拉荷马州库欣的储能将在5月份达到极限。
斯陶诺沃表示:“由于存储缓冲区有限,我们需要强制停产。”伍德麦肯兹表示,自4月24日起,总计每日232万桶的停产措施已经开始实施。截止第二季度末,油田停产量预计将超过500万桶/天。
作为欧佩克+协议的一部分,石油生产国在5月1日协议生效前就已开始减产。沙特阿拉伯正将日产量从创纪录的1230万桶削减至850万桶,而科威特也已开始削减产量,以重新平衡库存。
此前,产油国达成一致意见,计划从5月开始将石油产量削减970万桶/天,为期两个月,并逐步削减产量至2022年。
邹勤 摘译自 路透社
原文如下:
US crude futures fall further triggering fears of slipping back into negative territory
US crude futures continued their slump, falling as low as $10.63 per barrel in intra-day trading as the biggest oil exchange traded fund sold its holdings in the current monthly contract.
West Texas Intermediate, the benchmark for US crude was down 13.07 per cent trading at $11.11 per barrel at 11.02am UAE time, reviving fears that it could plunge below sub-zero levels seen last week.
The United States Oil Fund, administered by the Bank of New York Mellon, tracks near month front contracts and has changed its investment position multiple times over the last two weeks.
The spread between WTI's next monthly contract has widened, with futures for July trading at $17.93 per barrel.
Meanwhile, Brent under which two-thirds of the world's physical oil is traded, was down 4.35 per cent at $19.12 per barrel.
The benchmark, impacted by WTI's nosedive, slipped below $20 yesterday.
"Oil prices at a multi-year low are pushing the rebalancing of the oil market into the most painful phase for producers," said Giovanni Staunovo, commodity analyst at Swiss bank UBS.
The bank estimates on-land oil inventories have increased by nearly 132 million barrels over the last four weeks globally. Floating storage, meanwhile, has risen by 60m barrels. Storage space is already exhausted in some locations such as Estonia with WTI's physical delivery point at Cushing, Oklahoma set to reach its capacity limits in May.
"With limited storage buffers, forced production shut-ins are needed," said Mr Staunovo.
Production shut-ins amounting to 2.32 million barrels per day (m pbd) have already been brought into effect as of April 24, according to Wood Mackenzie. Total shut-ins are expected to exceed 5m bpd by the end of the second quarter.
Oil producers, as part of the Opec+ pact, have already begun cutting back output ahead of the May 1 kick-off. Saudi Arabia is rolling back production from a record 12.3m bpd to 8.5m bpd, while Kuwait has also started cutting back to rebalance inventories.
The producers agreed to trim 9.7m bpd of output for two months starting May, with tapered cuts in place until 2022.
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