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大摩:油價上望每桶85美元樂觀情景顯然存在可能
阿思達克 09-30 15:53
布蘭特期油於週二(28日)曾升穿每桶80美元,創近三年高。摩根士丹利發表報告,指早前有關油價與供應邊際成本脫鉤,並邁向80美元影響需求水平進發的論點仍然維持。該行亦指,油價在哪個水平影響需求難以估算,他們選擇維持油價目標不變,但基於目前趨勢,油價上望每桶85美元的樂觀情景顯然存在。 摩根士丹利預期全球石油供應將進一步緊張,並指上月每日從庫存提取300萬桶,高於今年1至7月的每日190萬桶。大量的庫存提取意味市場供不應求情況較一般認爲嚴重。該行亦引述航空數據指,商業飛行與新冠疫前差距正在收窄。
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