???? 據2月19日CNBC報道,摩根大通表示,隨著主要經濟體繼續推進新冠肺炎疫苗接種行動,全球經濟前景有所改善,照當前油價強勁上漲勢頭,原油價格可能會進一步上漲。
????摩根大通資產管理公司(JPMorgan Asset Management)全球市場策略師克里?克雷格(Kerry Craig)表示:“我認為在這種環境下,油價還有小幅上漲的空間,但是,不用考慮每桶80美元或90美元的價格?!?/p>
????上周五下午,國際基準布倫特原油期貨價格為每桶62.91美元。美國原油期貨交易價格為每桶59.34美元。2021年迄今,布倫特原油和西德克薩斯中質原油期貨價格均上漲了20%以上。油價在飆升至一年多來的最高水平后,最近幾天有所緩和。
????就在這個星期,美國南部一場致命的冬季風暴導致德克薩斯州連續幾天斷電,破壞了該州的能源基礎設施,并導致每天數百萬桶石油停產,這也助推了能源價格飆升。
????克雷格認為推動油價上漲的主要因素有兩個,一是隨著全球經濟從疫情的打擊中復蘇,預計石油需求將回升。然而,由于國際旅行很快大規?;貧w的可能性很低,復蘇幅度將在一定程度上受限。他強調,旅游是重要的能源需求來源。
????二是在供應方面,他表示:“我們仍依賴于歐佩克+成員國保持相對有限的供應,我認為,就供需而言,這仍是個問題?!?/p>
????歐佩克+一直在致力于較平穩地度過這個油價暴跌、燃料需求大幅減少的歷史動蕩時期。
????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.