據(jù)油價(jià)網(wǎng)4月29日消息,高盛集團(tuán)周三表示,預(yù)計(jì)未來(lái)6個(gè)月全球石油需求將實(shí)現(xiàn)有史以來(lái)最大的增幅,并繼續(xù)維持其對(duì)今夏油價(jià)的樂(lè)觀預(yù)期。
路透社援引高盛預(yù)期,在其客戶(hù)報(bào)告中稱(chēng),歐洲對(duì)旅游的需求增加,以及加速接種疫苗,將導(dǎo)致"未來(lái)六個(gè)月石油需求實(shí)現(xiàn)最大增幅,每日增加520萬(wàn)桶。"
高盛預(yù)計(jì)今年夏天油價(jià)將升至每桶80美元,并表示,“決不能低估需求量即將發(fā)生的變化——這種變化是供應(yīng)無(wú)法比擬的”,正如FXStreet所言。
本月初, 高盛還發(fā)布了看漲消息,稱(chēng)預(yù)計(jì)需求強(qiáng)勁,這將要求歐佩克+在第三季度每天向市場(chǎng)再注入200萬(wàn)桶,而此前歐佩克+決定在5-7月之間增加200萬(wàn)桶/日。
4月初,該投資銀行預(yù)計(jì),到2021年秋季,過(guò)剩的石油庫(kù)存將恢復(fù)正常。
4月底,高盛繼續(xù)預(yù)測(cè)今年需求將大幅反彈,盡管印度新冠病例激增,這在一定程度上給需求前景蒙上了陰影。
高盛集團(tuán)今天表示:“大宗商品市場(chǎng)已經(jīng)觀察到印度新冠病例的急劇上升。”
3月初,該行預(yù)計(jì)布倫特原油價(jià)格將在今年第三季度達(dá)到每桶80美元,比兩周前發(fā)布的預(yù)測(cè)高出5美元。
即使在油價(jià)在3月中旬遭遇拋售之后,高盛仍表示,這一“喘息期”是石油的買(mǎi)入機(jī)會(huì),并繼續(xù)預(yù)測(cè)布倫特原油價(jià)格將在夏季觸及每桶80美元。
裘寅 編譯自 油價(jià)網(wǎng)
原文如下:
Goldman: Oil To Hit $80 On Largest Ever Demand Jump
Goldman Sachs expects global oil demand to realize the biggest jump ever over the next six months, the investment bank said on Wednesday, keeping its bullish forecasts for oil prices this summer.
Higher demand for travel and acceleration of vaccinations in Europe are set to result in “the biggest jump in oil demand ever, a 5.2 million barrels per day (bpd) rise over the next six months,” Reuters quoted Goldman Sachs as saying in a note to clients.
Goldman Sachs continues to see oil rising to $80 per barrel this summer and says that “The magnitude of the coming change in the volume of demand -- a change which supply cannot match -- must not be understated,” as carried by FXStreet.
At the beginning of this month, Goldman also issued a bullish note, saying that it anticipated strong demand that would require OPEC+ putting another 2 million barrels per day (bpd) on the market in the third quarter, after the around 2 million bpd that the alliance and Saudi Arabia decided to return between May and July.
In early April, the investment bank expected excess oil inventories to normalize by the fall of 2021.
At the end of April, Goldman Sachs continues to forecast a large demand rebound this year, despite the soaring COVID cases in India, which have somewhat clouded the demand outlook.
“Commodity markets have looked through the sharp rise in Covid-19 cases in India,” Goldman Sachs said today.
At the beginning of March, the bank expected Brent Crude prices to hit $80 a barrel in the third quarter this year, up by $5 compared to the previous forecast issued two weeks earlier.
Even after the sell-off in oil in mid-March, Goldman said that the “big breather” was a buying opportunity for oil and continued to forecast Brent hitting $80 per barrel in the summer.
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