Supply-Demand Imbalance Likely to Keep Oil Prices Capped -- Market Talk

Dow Jones

2025/09/02

0210 GMT - Oil supply-demand fundamentals may remain weak as OPEC+ has steadily raised production since April while growth inglobal demand stays modest, Hong Leong IB analyst Thye May Ting says in a note. The supply-demand imbalance suggests oil prices are likely to remain capped in the near term, she says. Thye keeps her Brent forecasts at $67/bbl for 2025 and $70/bbl for 2026. However, she maintains an overweight rating on Malaysia's oil-and-gas sector, supported by a bottom-up view amid favorable fundamentals and earnings profiles. Midstream players are preferred for their defensive positioning within the value chain. Hong Leong pegs Dialog as its top pick in the Malaysian oil-and-gas sector, given strong utilization at its tank terminal assets and stable storage rates. (yingxian.wong@wsj.com)

(END) Dow Jones Newswires

September 01, 2025 22:10 ET (02:10 GMT)

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The supply-demand imbalance suggests oil prices are likely to remain capped in the near term, she says. Thye keeps her Brent forecasts at $67/bbl for 2025 and $70/bbl for 2026. However, she maintains an overweight rating on Malaysia's oil-and-gas sector, supported by a bottom-up view amid favorable fundamentals and earnings profiles. Midstream players are preferred for their defensive positioning within the value chain. <a href=\"https://laohu8.com/S/HLFBF\">Hong Leong</a> pegs Dialog as its top pick in the Malaysian oil-and-gas sector, given strong utilization at its tank terminal assets and stable storage rates. (yingxian.wong@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 01, 2025 22:10 ET (02:10 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Supply-Demand Imbalance Likely to Keep Oil Prices Capped -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSupply-Demand Imbalance Likely to Keep Oil Prices Capped -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-09-02 10:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0210 GMT - Oil supply-demand fundamentals may remain weak as OPEC+ has steadily raised production since April while growth inglobal demand stays modest, <a href=\"https://laohu8.com/S/HLFAF\">Hong Leong</a> IB analyst Thye May Ting says in a note. The supply-demand imbalance suggests oil prices are likely to remain capped in the near term, she says. Thye keeps her Brent forecasts at $67/bbl for 2025 and $70/bbl for 2026. However, she maintains an overweight rating on Malaysia's oil-and-gas sector, supported by a bottom-up view amid favorable fundamentals and earnings profiles. Midstream players are preferred for their defensive positioning within the value chain. <a href=\"https://laohu8.com/S/HLFBF\">Hong Leong</a> pegs Dialog as its top pick in the Malaysian oil-and-gas sector, given strong utilization at its tank terminal assets and stable storage rates. (yingxian.wong@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 01, 2025 22:10 ET (02:10 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1215","symbol_name":"特殊消费者服务","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2564821448","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2564821448","pubTimestamp":1756779000,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0210 GMT - Oil supply-demand fundamentals may remain weak as OPEC+ has steadily raised production since April while growth inglobal demand stays modest, Hong Leong IB analyst Thye May Ting says in a note. The supply-demand imbalance suggests oil prices are likely to remain capped in the near term, she says. Thye keeps her Brent forecasts at $67/bbl for 2025 and $70/bbl for 2026. However, she maintains an overweight rating on Malaysia's oil-and-gas sector, supported by a bottom-up view amid favorable fundamentals and earnings profiles. Midstream players are preferred for their defensive positioning within the value chain. Hong Leong pegs Dialog as its top pick in the Malaysian oil-and-gas sector, given strong utilization at its tank terminal assets and stable storage rates. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1215":"特殊消费者服务","03650":"KEEP"},"translate_title":"供需失衡可能会限制油价——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03650":1},"content_text":"0210 GMT - Oil supply-demand fundamentals may remain weak as OPEC+ has steadily raised production since April while growth inglobal demand stays modest, Hong Leong IB analyst Thye May Ting says in a note. The supply-demand imbalance suggests oil prices are likely to remain capped in the near term, she says. Thye keeps her Brent forecasts at $67/bbl for 2025 and $70/bbl for 2026. However, she maintains an overweight rating on Malaysia's oil-and-gas sector, supported by a bottom-up view amid favorable fundamentals and earnings profiles. Midstream players are preferred for their defensive positioning within the value chain. Hong Leong pegs Dialog as its top pick in the Malaysian oil-and-gas sector, given strong utilization at its tank terminal assets and stable storage rates. (yingxian.wong@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 01, 2025 22:10 ET (02:10 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}