周五美国WTI油价小幅回升,但受石油输出国组织及其盟友(OPEC+)可能在7月再度大幅增产的预期拖累,本周仍将录得三周来首次周线下跌。
欧洲洲际交易所布伦特原油上涨30美分,涨幅为0.47%,收于每桶64.74美元。纽约商品交易所西得克萨斯中质原油(WTI)上涨33美分,涨幅为0.54%,收于每桶61.53美元。两种基准合约本周累计跌幅均超1%,终结此前两周连涨势头。
OPEC+将于下周召开会议,预计将批准7月再增产41.1万桶/日。本月初有报道称,该组织可能在10月底前完全解除剩余的220万桶/日自愿减产额度——其已在4-6月将产量目标提高了约100万桶/日。
瑞典北欧斯安银行分析师Bjarne Schieldrop表示:“布伦特油价下跌反映市场预期OPEC+将在7月再度上调产量配额41.1万桶/日。供应端利空抵消了本周早些时候的地缘紧张情绪——有报道称以色列正筹备打击伊朗核设施,且欧盟与英国宣布对俄罗斯石油贸易实施新制裁。”
美国原油库存大增亦压制油价。仓储经纪商Tank Tiger数据显示,随着交易商为OPEC+未来数月增产做准备,美国近期原油仓储需求已激增至接近新冠疫情时期的水平。周五市场将关注贝克休斯公布的美国油气钻井平台数据,该指标被视为未来供应风向标。
美伊核谈判进展同样牵动市场神经,其结果将决定伊朗石油重返市场的规模。第五轮谈判将于周五在罗马举行。
责任编辑:张俊 SF065
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.