高盛指即使伊朗恢復出口石油 油組仍須增產以平衡市場
高盛發表報告,預計到今年底全球石油需求將額外增加每日220萬桶,導致全球石油供應缺口擴大至每日500萬桶,超出伊朗及頁巖油生產商所能供應的數量,油組(OPEC)需增產以平衡市場。
該行預測油組與夥伴國將連續數月按月增加每日產量50萬桶,又指全球其他地方供應下行風險表明,原油及上遊行業的前景,較石油產品及下遊行業前景更佳。
油組與夥伴國將於本週稍後舉行會議,討論新冠變種Delta對全球石油需求的影響,與及伊朗可能恢復出口石油等議題。
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