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《大行報告》高盛:紐約期油跌至歷史性負油價因倉存快用罄 料短期承壓 6月前可回復平衡
阿思達克 04-21 10:07
紐約5月期油暴跌至每桶負37.6美元,錄史上首次負值結算,高盛發表報告表示,紐約5月期油價格反映市場顯著關注石油供應過剩,令石油倉存地方面臨史無前例的考驗,同時亦要留意5月期油合約即將期滿所致。

高盛認為,紐約5月期油負油價,顯示部份德州及加拿大石油生產商冀人拿走其所生產石油,同時冀有人承接作為長倉,而非單純將合約轉至下個月,因當地石油庫存容量將會用完。

該行表示,基於紐約5月期油將到期,基於供應大量過剩,料會對紐約6月期油帶來壓力(目前處每桶21美元),但料倉存容量將會很快用完,當地石油生產需要急速作具規模的產量調整,才可達到平衡點。該行料紐約期油轉折點會需時數周,相信不需要數月時間,並估計紐約期油市場於6月前才回復平衡。

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