摩根大通上调第四季度、明年第一季度布伦特现货原油价格预期

智通财经
2 hours ago
【摩根大通上调第四季度、明年第一季度布伦特现货原油价格预期】摩根大通在研报中称,将2026年第四季度及2027年第一季度布伦特现货原油预测价格上调5美元/桶。现第四季度预测价105美元/桶;明年第一季度预测价100美元/桶。分析师Martijn Rats等人表示,尽管中东出口量有所上升,但包含供应至本土炼油厂在内的整体市场供应量,仍远低于去年水平。此外,陆上原油库存持续下降,处于多年低位。油轮袭击事件再度增多,过去两周约每周11起,而7、8月每周不足4起。“针对沙特基础设施的袭击有所增加。原油出口仍在继续,但相关不确定性居高不下。”运费上涨也对布伦特油价形成支撑。“相比仍需用来满足需求的长距离运输原油,布伦特原油输往西北欧具备10至15美元/桶的成本优势。”

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