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《大行報告》高盛下調明年首季及次布蘭特油價預測至每桶90及95美元 料第三季及第四季回升至100及105美元
阿思達克 12-14 11:26
高盛發表報告指,油價過去一個月進一步下跌20%,已抵銷今年以來的升幅,更令人憂慮的是,時間價差及現貨市場持續走弱,削弱上周等待歐盟實施石油禁運的市場參與者看好現貨的基本面。 高盛提到,目前中國石油需求較數個月前的預期下降約每日120萬桶,而俄羅斯的出口仍接近戰前水平,哈薩克和尼日利亞的供應中斷近日亦開始逆轉。此導致該行預測今年第四季及明年首季分別每日供應過剩130萬桶及160萬桶,從而降低冬季油價飆升風險。 高盛下調明年首季及第二季布蘭特油價預測,由每桶110美元,降至每桶分別90美元及95美元,並料第三季及第四季將回升至每桶100美元及105美元。
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