《大行報告》高盛:全球原油庫存極低油價料續升 上調油價預測料布油第三季每桶見140美元
高盛發表報告指,油價需要進一步上升,才能令不可持續的低水平全球原油庫存和煉油產能恢復正常。
高盛指,因俄羅斯原油出口下跌、戰略石油儲備銷售創新高以及中國部分城市封城等因素,令早前原油供應繼2020年6月後首次出現過剩。不過,隨著中國需求持續復甦,以及歐洲禁令下俄羅斯產量將下跌,全球原油結構性短缺問題仍未解決,4月的原油市場供應比市場預期緊張。
高盛將今年第三季布蘭特原油價格預測由每桶125美元(下同)上調至140元,第四季由125元升至130元,明年第一季自115元升至130美元。
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