???? 據(jù)2月19日CNBC報(bào)道,摩根大通表示,隨著主要經(jīng)濟(jì)體繼續(xù)推進(jìn)新冠肺炎疫苗接種行動(dòng),全球經(jīng)濟(jì)前景有所改善,照當(dāng)前油價(jià)強(qiáng)勁上漲勢(shì)頭,原油價(jià)格可能會(huì)進(jìn)一步上漲。
????摩根大通資產(chǎn)管理公司(JPMorgan Asset Management)全球市場(chǎng)策略師克里?克雷格(Kerry Craig)表示:“我認(rèn)為在這種環(huán)境下,油價(jià)還有小幅上漲的空間,但是,不用考慮每桶80美元或90美元的價(jià)格。”
????上周五下午,國(guó)際基準(zhǔn)布倫特原油期貨價(jià)格為每桶62.91美元。美國(guó)原油期貨交易價(jià)格為每桶59.34美元。2021年迄今,布倫特原油和西德克薩斯中質(zhì)原油期貨價(jià)格均上漲了20%以上。油價(jià)在飆升至一年多來(lái)的最高水平后,最近幾天有所緩和。
????就在這個(gè)星期,美國(guó)南部一場(chǎng)致命的冬季風(fēng)暴導(dǎo)致德克薩斯州連續(xù)幾天斷電,破壞了該州的能源基礎(chǔ)設(shè)施,并導(dǎo)致每天數(shù)百萬(wàn)桶石油停產(chǎn),這也助推了能源價(jià)格飆升。
????克雷格認(rèn)為推動(dòng)油價(jià)上漲的主要因素有兩個(gè),一是隨著全球經(jīng)濟(jì)從疫情的打擊中復(fù)蘇,預(yù)計(jì)石油需求將回升。然而,由于國(guó)際旅行很快大規(guī)模回歸的可能性很低,復(fù)蘇幅度將在一定程度上受限。他強(qiáng)調(diào),旅游是重要的能源需求來(lái)源。
????二是在供應(yīng)方面,他表示:“我們?nèi)砸蕾囉跉W佩克+成員國(guó)保持相對(duì)有限的供應(yīng),我認(rèn)為,就供需而言,這仍是個(gè)問(wèn)題。”
????歐佩克+一直在致力于較平穩(wěn)地度過(guò)這個(gè)油價(jià)暴跌、燃料需求大幅減少的歷史動(dòng)蕩時(shí)期。
????王佳晶 摘譯自 CNBC
????原文如下:
????JPMorgan says two factors could drive up oil prices by another $5 to $10 per barrel
????JPMorgan says crude prices could see further upside ahead as oil continues to see strong gains so far this year.
????It comes against the backdrop of an improving global outlook as major economies press ahead with their ongoing coronavirus vaccination campaigns.
????“I think there’s room for oil prices to move a little bit higher in this environment but, you know, not thinking about a price of $80 or $90 a barrel. Maybe it goes up by $5 or $10 more from here,” Kerry Craig, global market strategist at JPMorgan Asset Management, told CNBC’s “Street Signs Asia” on Friday.
????In the afternoon of Asia trading hours on Friday, international benchmark Brent crude futures were at $62.91 per barrel. U.S. crude futures changed hands at $59.34 per barrel. Both Brent and West Texas Intermediate crude futures have risen more than 20% each so far in 2021.
????Oil prices have moderated in recent days after surging to their highest in more than a year.
????Just this week, a deadly winter storm in southern U.S. resulted in days of power outages in Texas, wrecking havoc on the state’s energy infrastructure and taking millions of barrels per day of oil production offline. Energy prices popped as a result of that development.
????Key drivers for higher oil prices
????There are two things that will likely drive oil prices going forward, according to Craig.
????Firstly, demand for oil is expected to pick up as the global economy recovers from the hit of the coronavirus pandemic, he said. However, that will be “curtailed to a certain extent” due to the low likelihood of international travel coming back in a big way soon. Travel is an “important source of demand,” he added.
????On the supply side, he said: “We’re still relying on those OPEC+ members to keep that supply relatively curtailed and I think there’s still a question about that in terms of the amount of supply coming on relative to demand.”
????OPEC and its allies, known collectively as OPEC+, have sought to navigate their way through a historically tumultuous period that has included an unparalleled collapse in oil prices as well as a major fuel demand shock amid the pandemic.