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高盛警告油價將持續高企多年 指原油市場處「牢固缺口」
阿思達克 10-15 15:55
高盛能源研究部主管兼高級商品策略師Damien Courvalin接受《CNBC》訪問時表示,油價未來數年將持續高企,受需求反彈及供應持續緊張影響。他指基本因素支持油價,布蘭特期油未來數年料處每桶85美元,該行基線預測爲布蘭特期油年內見90美元。 Courvalin指,石油市場出現數十年來最大供應缺口,需求將在冬季持續跑贏供應,上遊投資欠缺及需求增長,油價最少一年內指向持續高企。他亦指價格處於紀錄高位的煤炭,產量跌幅快於需求跌幅,亦對石油缺口響起警號。鑽油活動未大幅恢復,但石油需求正增加,石油市場處於「牢固缺口」,全球面對石油多年供不應求,油價有顯着上升風險。 他又表示,必須明白過渡至清潔能源將需要長時間,停止投資碳排放能源將使未來數年能源價格急升,產油商亦沒有在油價上升下增產,頁巖油商更專注向股東派發現金。
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