沙特阿美预测需求将继续复苏 油价上涨

据8月10日Rigzone报道，沙特阿美石油公司（Saudi Aramco）预计，尽管世界上许多地区仍在努力控制冠状病毒，但石油需求结束了连续两天的跌势，并将在今年剩余时间里继续改善。

沙特阿美公布第二季度利润下滑后，该公司首席执行官阿明?纳赛尔(Amin Nasser)周日表示，亚洲原油消费量几乎回到了病毒爆发前的水平。与此同时，美国的石油钻探降至15年以来的最低水平，原因是勘探公司放弃了增长计划，使得以前数十亿桶的石油发现变得毫无价值。

自6月初以来，油价一直徘徊在每桶40美元附近，不过有迹象显示油价可能突破高位，虽然不断上升的病毒感染病例引发了市场对经济持续复苏的怀疑。然而，欧佩克+将重新估计需求状况，在历史性减产后，从本月开始恢复部分供应。

CMC Markets Asia Pacific首席市场策略师麦卡锡(Michael McCarthy)表示，需求复苏好于预期，这支撑了价格。欧佩克减产的放松已经反映在价格中，但市场对今年下半年经济复苏的看法不一。

截至伦敦时间上午7:50，纽约商品交易所9月份交割的西德克萨斯中质原油价格上涨1.1%，至每桶41.66美元。上周五下跌了1.7%。欧洲期货交易所，布伦特原油10月份结算价上涨0.7%，至44.71美元，上周五曾下跌1.5%。

纳赛尔表示，目前的石油需求约为每天9000万桶，而疫情爆发前的水平约为每天1亿桶。该公司公布第二季度净利润暴跌73%，因原油价格随着消费锐减而暴跌。

美国贝克休斯公司(Baker Hughes Co.)上周五公布的数据显示，在美国，活跃钻机数量减少了4台，至176台，为2005年7月以来的最低水平。在过去的四个半月时间里，各个公司几乎都在不间断地暂停钻机作业。

王佳晶 摘译自 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.