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《大行》高盛將今年下半年布蘭特油價預測上調至每桶66美元
高盛發表報告,指布蘭特期油價格在過去三個月上漲超過10%。該行將2025年下半年布蘭特油價預測上調5美元至每桶66美元,並維持因供應過剩導致的預測,即布蘭特/西德州中質油(WTI)將於2026年平均跌至每桶56美元/52美元。 雖然全球庫存如高盛預期上升,且高盛維持2025年日均100萬桶的供應過剩預測,但經合組織庫存(短期對價格影響大於全球庫存)低於預期,主要因非經合組織國家及海上庫存增加。其次,由於閒置產能減少速度快於預期及全球GDP展望更穩固,該行將三年期布蘭特油價的公允價值估計上調3美元至每桶68美元。該行亦將2025年下半年WTI預測上調至63美元(此前為57美元)。 該行對2026年油價預測(布蘭特/WTI為56美元/52美元)保持不變,反映長期油價上漲的推動力與2026年日均170萬桶供應過剩(此前預測150萬桶)的影響互相抵消。
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