雷斯塔能源：石油市场情绪已经变坏铸钢阀门

中国石化新闻网讯 据美国钻井网站2020年9月7日奥斯陆报道，石油市场的情绪已经变坏。这是挪威著名能源研究和商业情报公司雷斯塔能源公司（Rystad Energy）的资深石油市场分析师保拉·罗德里格斯-马苏周一在其发给美国钻井网站的一份评论中的表示。

罗德里格斯-马苏说：“我们认为油价不会很快反弹到接近每桶50美元的水平，除非欧佩克+决定进一步减产。虽然很理想，但我们认为这种情况不太可能发生。”

相反，欧佩克+联盟可能会专注于确保各国遵守电热膜当前商定的减产协议，对未能遵守减产协议的国家施加最大的压力。但这本身也不是一件容易的事。

雷斯塔能源公司的代表认为9月份是石油市场“延迟的夏季蓝调”月份，并指出，交易商在过去几个月一直乐于支持价格，却忽视了石油需求复苏将放缓的“令人担忧”的信号。

罗德里格斯-马苏表示：“经济放缓现在开始比以往任何时候都更加明显，9月份的前两周将是人们清醒认识现实的两周。”

罗德里格斯-马苏补充道：“在一周的下跌之后，7日油价继续下跌，主要由于中东和亚洲的发展，以及对美国公路燃料需求可能下滑的担忧。”

这位雷斯塔能源公司的分析师指出，由于劳工节假期标志着夏季驾驶季节的结束，人们对美国公路燃料需求状况的担忧加剧。罗德里格斯-马苏还强调，美国担心病毒感染数将继续增长，直到今年年底。

根据罗德里格斯-马苏所说，油价暴跌引发的报道多于沙特阿拉伯预期削减出口亚洲亚洲原油官方售价的报道。雷斯塔能源公司分析师说，这被市场理解为亚洲地区需求复苏失去动力的一个迹象。此外，罗德里格斯-马苏指出，中国报告称由于库存过剩和主要港口拥堵，8月份中国原油进口连续第二个月下降。

撰写本文时，布伦特原油价格徘徊在每桶42美元左右。8月最后一天，布伦特原油价格远高于每桶46美元。

李峻 编译自 美国钻井网站

原文如下：

Oil Market Sentiment Turns Sour

The oil market sentiment has turned sour.

That’s according to Rystad Energy’s senior oil markets analyst Paola Rodriguez-Masiu, who made the statement in a comment sent to Rigzone on Monday.

“We don’t see oil prices bouncing back anywhere near to the $50 per barrel level anytime soon unless OPEC+ decides to deepen the current cuts. Although ideal, we find this scenario unlikely,” Rodgriguez-Masiu said in the statement.

“Instead, the alliance will likely focus on ensuring compliance with the implementation of the current agreed cuts, exerting maximum pressure on countries failing to comply. Which in itself is not an easy task 保险箱either,” Rodriguez-Masiu added.

The Rystad Energy representative labeled September as the month of the “delay涤纶纤维ed summer blues” for the oil market and noted that traders had been happy to support prices throughout the last few months, ignoring “worrying” signals that oil demand’s recovery would be slowed.

“The slowdown is now starting to be more evident than ever and these two first weeks of September are weeks of sobering up to the reality,” Rodriguez-Masiu stated.

“Following a week of losses, today oil prices continue the decline, mainly because of developments in the Middle East and Asia, and also on concerns that road fuel demand might dip in the U.S.,” Rodriguez-Masiu added.

The Rystad Energy analyst outlined that worries about the health of road fuel demand in the U.S. intensified this morning, with the 建工钻Labor Day holiday marking the end of the summer driving season. Rodriguez-Masiu highlighted too that there is concern in the country that Covid-19 infections will continue to grow until the end of the year.

According to Rodriguez-Masiu, the slump in oil prices was also fueled by reports of larger-than-anticipated cuts in Saudi Arabia’s crude pricing to Asia, which the Rystad Energy analyst said was interpreted by the markets as a sign that the demand recovery in the region is running out of steam. In addition, Rodriguez-Masiu noted that China reported that crude imports fell in August for a second month amid brimming stockpiles and congestion at its main ports.

At the time of writing, the price of Brent crude oil was hovering around the $42 per barrel mark. Prices were well above $46 per barrel on the last day of August.