???? 據2月2日Investing.com報道,周二上午,亞洲油價上漲,攀升至兩周多以來的最高水平。強勁的市場和全球經濟從新冠肺炎疫情中復蘇的預期,刺激了石油需求復蘇的希望。
????美國東部時間下午8:49(格林尼治標準時間上午01:49),布倫特原油期貨價格上漲0.78%,至每桶56.77美元;美國西德克薩斯中質原油期貨價格上漲0.80%,至每桶53.98美元。
????在生產方面,沙特阿美認為新冠肺炎疫情最糟糕的時期已經過去,估計今年晚些時候,需求將恢復到新冠肺炎疫情之前的水平。
????另一方面,荷蘭皇家殼牌購買了5批北海原油,并在周一競標了另外7批。此舉被視為對北海現貨石油市場的突襲,是一場強勁交易的一部分。
????殼牌的此次基準貨物購買量是全球定價窗口10年來的單日新高。與此同時,隨著歐佩克+繼續減產,布倫特原油期貨價格不僅有收緊的跡象,還有現貨溢價的跡象。
????大宗商品研究集團(Commodity Research Group)高級合伙人Andrew Lebow對彭博社表示:“很難看出今天價格的上漲是否會持續下去……我們所看到的,是市場將出現這種斷斷續續的反彈。”
????與此同時,歐佩克+的聯合技術委員會將向聯合部長監測委員會(JMMC)提交評估報告,該委員會將于周三召開會議。
????目前關注焦點在于,在歐佩克1月會議決定維持2月和3月產量不變后,將向市場增加多少供應。盡管歐佩克1月同意增加原油產量,但由于尼日利亞石油供應中斷,抵消了卡特爾波斯灣產油國的出口,月度產量增幅僅為計劃的三分之二。
????投資者還在等待美國石油協會(API)公布的美國原油供應數據。
????朱小慶吉 摘譯自 Investing.com
????原文如下:
????Oil Up as "Major Rebuild Season” Spurs Fuel Demand Recovery Hopes
????Oil was up Tuesday morning in Asia, climbing to its highest level in more than two weeks as a strong market and expectations of a global economic recovery from COVID-19 spurred fuel demand recovery hopes.
????Brent oil futures gained 0.78% to $56.77 by 8:49 PM ET (1:49 AM GMT) and crude oil WTI futures rose 0.80% to $53.98.
????On the production side, Saudi Aramco (SE:2222) estimates that demand will return to pre-COVID-19 levels later in the year, adding that it is confident the worst of the pandemic is now in the rearview mirror.
????Royal Dutch Shell (LON:RDSa), on the other hand, purchased five cargoes of North Sea crude and is bidding for another seven on Monday, a move seen as a raid on the North Sea physical oil market as part of a forceful trading play.
????Shell’s purchase was the most cargoes of benchmark grades in a single day in ten years in the S&P Global (NYSE:SPGI) Platts pricing window. It also comes amid signs of tightening in Brent futures as the Organization of the Petroleum Exporting Countries and its partners, or OPEC+, continues its production cuts.
????Brent futures also showed signs of backwardation, with the second-month contract the most expensive versus a month later in more than a year.
????“The market is definitely going to see supply contract, assuming OPEC doesn’t immediately move to fill the gap … this is a major rebuild season, and we’re basically starting the rebuild season behind now,” Confluence Investment Management executive vice president Bill O’Grady told Bloomberg.
????“It’s hard to see whether or not today’s upward pricing is going to be sustained … what we’ve seen is the market will get these fits-and-starts rallies,” Commodity Research Group senior partner Andrew Lebow told Bloomberg.
????Meanwhile, OPEC+'s Joint Technical Committee is due to present its assessment to the Joint Ministerial Monitoring Committee (JMMC) that will meet on Wednesday.
????The focus will be on how much supply will be added to the market after OPEC decided to keep output unchanged in February and March during its January meeting. Although crude production was increased as agreed to in January, the monthly change was barely two-thirds of the scheduled amount thanks to disruptions in Nigeria offsetting exports from the cartel’s Persian Gulf exporters.
????Investors also await U.S. crude oil supply data from the American Petroleum Institute, which is due later in the day.