???? 據(jù)2月2日Investing.com報(bào)道，周二上午，亞洲油價(jià)上漲，攀升至兩周多以來(lái)的最高水平。強(qiáng)勁的市場(chǎng)和全球經(jīng)濟(jì)從新冠肺炎疫情中復(fù)蘇的預(yù)期，刺激了石油需求復(fù)蘇的希望。

????美國(guó)東部時(shí)間下午8:49（格林尼治標(biāo)準(zhǔn)時(shí)間上午01：49），布倫特原油期貨價(jià)格上漲0.78%，至每桶56.77美元；美國(guó)西德克薩斯中質(zhì)原油期貨價(jià)格上漲0.80%，至每桶53.98美元。

????在生產(chǎn)方面，沙特阿美認(rèn)為新冠肺炎疫情最糟糕的時(shí)期已經(jīng)過(guò)去，估計(jì)今年晚些時(shí)候，需求將恢復(fù)到新冠肺炎疫情之前的水平。

????另一方面，荷蘭皇家殼牌購(gòu)買了5批北海原油，并在周一競(jìng)標(biāo)了另外7批。此舉被視為對(duì)北海現(xiàn)貨石油市場(chǎng)的突襲，是一場(chǎng)強(qiáng)勁交易的一部分。

????殼牌的此次基準(zhǔn)貨物購(gòu)買量是全球定價(jià)窗口10年來(lái)的單日新高。與此同時(shí)，隨著歐佩克+繼續(xù)減產(chǎn)，布倫特原油期貨價(jià)格不僅有收緊的跡象，還有現(xiàn)貨溢價(jià)的跡象。

????大宗商品研究集團(tuán)(Commodity Research Group)高級(jí)合伙人Andrew Lebow對(duì)彭博社表示:“很難看出今天價(jià)格的上漲是否會(huì)持續(xù)下去……我們所看到的，是市場(chǎng)將出現(xiàn)這種斷斷續(xù)續(xù)的反彈。”

????與此同時(shí)，歐佩克+的聯(lián)合技術(shù)委員會(huì)將向聯(lián)合部長(zhǎng)監(jiān)測(cè)委員會(huì)（JMMC）提交評(píng)估報(bào)告，該委員會(huì)將于周三召開(kāi)會(huì)議。

????目前關(guān)注焦點(diǎn)在于，在歐佩克1月會(huì)議決定維持2月和3月產(chǎn)量不變后，將向市場(chǎng)增加多少供應(yīng)。盡管歐佩克1月同意增加原油產(chǎn)量，但由于尼日利亞石油供應(yīng)中斷，抵消了卡特爾波斯灣產(chǎn)油國(guó)的出口，月度產(chǎn)量增幅僅為計(jì)劃的三分之二。

????投資者還在等待美國(guó)石油協(xié)會(huì)（API）公布的美國(guó)原油供應(yīng)數(shù)據(jù)。

????朱小慶吉 摘譯自 Investing.com

????原文如下：

????Oil Up as "Major Rebuild Season” Spurs Fuel Demand Recovery Hopes

????Oil was up Tuesday morning in Asia, climbing to its highest level in more than two weeks as a strong market and expectations of a global economic recovery from COVID-19 spurred fuel demand recovery hopes.

????Brent oil futures gained 0.78% to $56.77 by 8:49 PM ET (1:49 AM GMT) and crude oil WTI futures rose 0.80% to $53.98.

????On the production side, Saudi Aramco (SE:2222) estimates that demand will return to pre-COVID-19 levels later in the year, adding that it is confident the worst of the pandemic is now in the rearview mirror.

????Royal Dutch Shell (LON:RDSa), on the other hand, purchased five cargoes of North Sea crude and is bidding for another seven on Monday, a move seen as a raid on the North Sea physical oil market as part of a forceful trading play.

????Shell’s purchase was the most cargoes of benchmark grades in a single day in ten years in the S&P Global (NYSE:SPGI) Platts pricing window. It also comes amid signs of tightening in Brent futures as the Organization of the Petroleum Exporting Countries and its partners, or OPEC+, continues its production cuts.

????Brent futures also showed signs of backwardation, with the second-month contract the most expensive versus a month later in more than a year.

????“The market is definitely going to see supply contract, assuming OPEC doesn’t immediately move to fill the gap … this is a major rebuild season, and we’re basically starting the rebuild season behind now,” Confluence Investment Management executive vice president Bill O’Grady told Bloomberg.

????“It’s hard to see whether or not today’s upward pricing is going to be sustained … what we’ve seen is the market will get these fits-and-starts rallies,” Commodity Research Group senior partner Andrew Lebow told Bloomberg.

????Meanwhile, OPEC+'s Joint Technical Committee is due to present its assessment to the Joint Ministerial Monitoring Committee (JMMC) that will meet on Wednesday.

????The focus will be on how much supply will be added to the market after OPEC decided to keep output unchanged in February and March during its January meeting. Although crude production was increased as agreed to in January, the monthly change was barely two-thirds of the scheduled amount thanks to disruptions in Nigeria offsetting exports from the cartel’s Persian Gulf exporters.

????Investors also await U.S. crude oil supply data from the American Petroleum Institute, which is due later in the day.