石油设备网讯 据美国彭博新闻社2月1日伦敦报道,高盛集团日前把其短期原油价格预测大幅提高了33%并说市场现在很有可能已实现平衡。
高盛集团包括Damien Courvalin在内的分析师们在一份电邮报告中写道:高盛集团现在估计布伦特原油价格在今后的3个月里将达到75美元/桶并在今后的6个月里攀升至82.5美元/桶。他们此前曾估计这两个数字将达到62美元/桶。
高盛集团的分析师们写道,石油市场的重新平衡很有可能比我们的预期提前了6个月实现,出现这种情况的主要原因是需求增长去年年底快速减少库存、欧佩克成员国高减产执行率、大量维护以及委内瑞拉产量崩溃。
摩根士丹利最近表示,布伦特原油价格今年将达到75美元/桶,而摩根大通说:“由于石油市场比我们预期更快紧缩,布伦特原油价格今年可能增至78美元附近。”
李峻 编译自 美国彭博新闻社
原文如下:
Goldman says oil to surpass $80 with market likely balanced
Goldman Sachs Group Inc. hiked its short-term crude oil price forecast by as much as 33%, saying the market is now likely balanced.
The bank now estimates Brent will reach $75/bbl over the next three months and will climb to $82.50 within six months, analysts including Damien Courvalin wrote in an emailed report. Their previous estimate for both time periods was $62/bbl.
“The rebalancing of the oil market has likely been achieved, six months sooner than we had expected,” Goldman’s analysts wrote. “The decline in excess inventories was fast-forwarded in late 2017 by stellar demand growth, high OPEC compliance, heavy maintenance as well as collapsing Venezuela production.”
Morgan Stanley recently said Brent will reach $75/bbl this year, while JPMorgan said it could rise to near $78 as oil markets tighten more rapidly than expected.