市场预期石油库存走低 油价小幅上涨

据6月9日Rigzone报道，油价微升至每桶39美元，因对美国原油库存延续跌势的预期，抵消了沙特决定在本月底前停止额外自愿减产的影响。

纽约期货交易所周一结束了连续四天的上涨后，期货价格上涨1%。据彭博社调查显示，美国原油库存可能在五周内第四次下降，而武装分子试图破坏北非某国增加石油开采的计划。沙特表示，每日120万桶的额外减产将按原计划在6月生效，这一减产包括波斯湾盟友的贡献。

油价自4月份跌至负值以来，已出现了反弹，原因是减产缓解了全球供过于求的局面，而在一些国家放松禁售限制后，需求回升。不过，消费恢复到疫情爆发前的水平预计将是缓慢而不均衡的。高盛集团指出，由于炼油收益不佳，短期内油价看跌。

高盛在给客户的报告中称，欧佩克+联盟周末决定将历史性的减产再延长一个月，这一决定已经超出了市场的预期，而消费预估将在更为渐进且仍存在高度不确定性的复苏来临前发动。

根据彭博社的调查，美国原油库存上周减少了200万桶，汽油库存减少了75万桶。

王佳晶 摘译自 Rigzone

原文如下：

Oil Up Slightly After Pause on Saudi Supply Move

Oil edged higher toward $39 a barrel as expectations U.S. crude stockpiles extended declines offset a decision by Saudi Arabia to cease extra voluntary production cuts by the end of this month.

Futures added 1% in New York after snapping a four-day rally on Monday. U.S. crude inventories probably fell for the fourth time in five weeks, according to a Bloomberg survey, while armed militants sought to derail L*bya’s plan to pump more oil. Saudi Arabia said the additional supply cuts, which amounted to about 1.2 million barrels a day and included contributions from allies in the Persian Gulf, would only take effect in June as planned.

Oil has rebounded since dropping below zero in April as cuts reduced a global glut and demand recovered following the easing of lockdown restrictions in some countries. However, a return to pre-virus levels of consumption is expected to be slow and uneven, with Goldman Sachs Group Inc. turning bearish in the short term due to poor returns from refining.

The decision over the weekend by the OPEC+ coalition to extend its historic supply cuts by an extra month was already more than priced in to the market, and consumption forecasts are “running ahead of a more gradual and still highly uncertain recovery,” Goldman said in a note to clients.

U.S. crude inventories dropped by 2 million barrels last week, while gasoline stockpiles decreased by 750,000 barrels.