石油设备网讯 据管道&天然气杂志网12月14日报道，摩根士丹利（Morgan Stanley）周三表示，预计布伦特原油价格将在2023年年中回升至每桶110美元左右，由于受到需求上升和供应持续紧张的支撑。
这家美国投资银行在报告中表示，由于投资水平低、供应风险、美国石油页岩气放缓，供应有限，需求复苏（航空复苏），我们对油价仍持建设性态度。
在欧佩克和国际能源机构（IEA）都预测明年需求将出现反弹后，油价在周三上涨。
该银行表示，宏观经济的不利因素将推动市场出现轻微的供应过剩，并可能使价格在第一季度保持一定的区间波动。
但摩根士丹利石油策略师Martijn Rats认为，市场将在明年第二季度恢复平衡，并在下半年进一步收紧。
就美国天然气而言，该行预计明年新增供应将超过需求，导致供需失衡，并对冬季后的价格构成下行风险。
郝芬 译自 管道&天然气杂志网
原文如下：
Morgan Stanley Sees Brent Crude Oil Back at Around $110/bbl by Mid-2023
Morgan Stanley on Wednesday said it expects Brent crude oil prices to rally to around $110 per barrel level by mid-2023, citing support from rising demand and continued supply tightness.
"We remain constructive on oil prices driven by recovering demand (aviation recovering) amid constrained supply due to low levels of investment, risks to supply, the end of SPR releases, and slowdown of U.S. shale," the U.S. investment bank said in note.
Oil prices rose on Wednesday after OPEC and the International Energy Agency (IEA) both forecast a rebound in demand over the course of next year.
Macroeconomic headwinds will push the market into a slight oversupply and likely keep prices somewhat range-bound through the first quarter, the bank said.
But Morgan Stanley's oil strategist Martijn Rats sees the market returning to balance in second quarter and tightening further in the second half of 2023.
For U.S. gas, the bank sees new supply outpacing demand next year, resulting in a looser balance and posing downside risks to post-winter prices.
