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《大行》里昂上調今明兩年油價預測至每桶71.4及72.4美元
里昂發表研究報告指,OPEC+7月5月舉行會議,決定8月份增產每日約55萬桶,較該行原預期的每日40萬桶多。數據顯示截至7月的實際需求好過預期,預料可推動全球可見庫存下降,爲OPEC加速增產提供支持。 里昂因此將今年全年原油平均需求預測從每日1.038億桶上調至每日1.04億桶,預期市場基本面將持續趨緊至年底。最新EIA預測顯示美國原油供應已在2025年上半年見頂,2027年前產量將持平或微降,符合里昂預期。相應地,里昂亦更新油價預測模型,現時預測2025及2026年布蘭特原油均價爲每桶71.4及72.4美元,對比現貨價潛在上行空間爲5%及7%。
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