道琼斯能源头条:供应过剩忧虑重压油价 特朗普新政冲击可再生能源

华尔街洞察
16 Jul

油价连续第二日收跌,市场对美俄制裁威胁反应平淡,焦点重回夏季用油高峰后可能出现的供应过剩局面。尽管短期季节性因素收紧市场,但国际能源署(IEA)警告今年全球石油供应增速将三倍于需求。

石油输出国组织(OPEC)维持原油需求预期不变,预计未来数周全球贸易紧张局势将缓解。该组织重申"石油时代远未终结"的立场,强调本世纪中叶前全球需求将持续增长。与此同时,埃克森美孚发出盈利预警,恰逢OPEC+宣布扩大增产规模。

能源企业动态频传:英国石油(BP)示警油气价格下跌将拖累业绩,但预计上游产量将环比回升;丹麦沃旭能源(Orsted)成功为台湾大彰化2号海上风电场筹措30亿美元银团贷款。委内瑞拉17亿美元争议债券则使雪铁戈(Citgo)出售案再添变数。

美国市场呈现"库欣效应":原油库存连续两周激增710万桶,而独立日假期前汽油需求回升致库存下降。值得警惕的是,柴油紧缺可能推高今冬运输及供暖成本。

政策层面波澜再起:特朗普总统本周签署的行政令为可再生能源投资者蒙上新阴影,私人股本机构尤为承压。颇具讽刺意味的是,其预算法案刚鼓励开发商在年内启动新项目。

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