|2020-05-07 来源： 中国石化新闻网|
纽约期货价格在亚洲股市涨跌互现后，跌至每桶24美元。戴蒙德贝克能源公司（Diamondback Energy Inc.）和欧芹能源公司（Parsley Energy Inc.）成为最新两家削减大型页岩油田产量的美国钻探商，但它们表示，如果油价升至30美元以上，它们将考虑恢复产量。
荷兰国际集团(ING Bank)驻新加坡大宗商品策略主管帕特森(Warren Patterson)表示:“过去一周我们看到的强劲增长，在很大程度上是由需求复苏的早期迹象推动的。然而，值得注意的是，只有需求大幅改善，同时供应削减，才能看到市场继续走高的趋势。”
截至伦敦时间上午7点25分，纽约商品交易所6月份交割的西德克萨斯中质原油(West Texas Intermediate)下跌0.9%，至每桶24.35美元，周二收于近一个月来的最高水平。西德克萨斯中质原油(WTI) 6月份的价格比7月份低2美元左右，而上周早些时候还在5美元以上，这表明对供应过剩的担忧已有所缓解。
对冲基金韦斯特贝克资本管理公司（Westbeck Capital Management）表示，原油市场的牛市现在“只是例外”的情况。该基金4月录得历史最佳单月表现，此前该基金在做空油价方面处于领先地位。该组织表示，4月份的需求损失被高估了，停产现象发生的速度也快于预期。
据知情人士透露，美国石油学会(American Petroleum Institute)报告称，上周美国原油库存增加了844万桶。如果美国能源信息署(Energy Information Administration)周三公布的数据证实了这一消息，这将是自截至3月20日当周以来的最小增幅。API称，俄克拉荷马州库欣(Cushing)的石油储备中心增加了268万桶石油储量。
王佳晶 摘译自 彭博社
Oil Rally Runs Out of Steam After Prices Doubled Over Five Days
Oil’s rally ran out of steam -- after prices doubled over five days -- as optimism that output cuts are easing the supply glut was balanced by trepidation over what promises to be a long and uncertain recovery.
Futures in New York fell toward $24 a barrel after swinging between gains and losses in Asian trading. Diamondback Energy Inc. and Parsley Energy Inc. became the latest U.S. drillers to cut production in the country’s biggest shale fields, but said they would consider restoring output if prices rose above $30.
OPEC+ began implementing 9.7 million barrels per day of production curbs on May 1, which along with some early signs of demand recovery has helped to ease fears the world will run out of storage space for crude and fuels. The supply glut has probably hit its apex, according to Morgan Stanley, though the market will likely remain oversupplied for several weeks.
Traders hoping the pace of weekly gains will continue to slow
While it’s possible the worst is over for oil markets, most analysts don’t see a rebound to pre-virus levels of consumption for at least a year, with some questioning if it will ever happen.
“A large part of the strength that we have seen over the past week has been driven by early signs of a demand recovery,” said Warren Patterson, head of commodities strategy at ING Bank NV in Singapore. “However, clearly we will need to see a substantial improvement in demand, along with supply cuts, in order to see the market continuing to trend higher.”
West Texas Intermediate for June delivery declined 0.9% to $24.35 a barrel on the New York Mercantile Exchange as of 7:25 a.m. in London after closing at the highest level in almost a month on Tuesday. WTI for June is now around $2 cheaper than for July, compared with more than $5 early last week, suggesting concerns about over-supply have eased.
Brent for July settlement fell 0.3% to $30.87 a barrel on the ICE Futures Europe exchange. It jumped 14% in the previous session to finish above $30 a barrel for the first time in three weeks. Dated Brent, a reference for two-thirds of the world’s oil flows, was at $23.835 on Tuesday, according to traders monitoring prices from S&P Global Platts.
Hedge fund Westbeck Capital Management, which posted its best ever month in April after being short oil prices in the front of the curve, said the bull case for crude is now “simply exceptional.” April demand losses were overestimated and shut-ins are happening faster than anticipated, the fund said.
U.S. crude stockpiles rose by 8.44 million barrels last week, the American Petroleum Institute reported, according to people familiar with the data. That would be the smallest increase since the week through March 20 if confirmed by Energy Information Administration figures due Wednesday. Supplies at the storage hub at Cushing, Oklahoma, rose by 2.68 million barrels, the API said.