本周油價小幅上漲,因為供應的不確定性幫助止住了上周油價的下跌勢頭
基石管道關閉以及七國集團價格上限將如何影響原油出口的不確定性是油價的主要看漲因素
上周,對全球經濟衰退導致需求大幅下降的擔憂,推動油價跌至去年12月以來的最低水平
據油價網12月12日報道,受基石(Keystone)管道關閉和原油出口價格設定上限后果的不確定性推動,本周原油交易價格開始上漲。
在撰寫本文時,布倫特原油價格接近每桶76.50美元,西得克薩斯中質原油價格接近每桶71.60美元,均比周五(12月9日)收盤價格上漲逾1%。上周,基準油價跌至去年12月以來的最低水平。
過去幾周油價下跌的最大驅動因素是對全球經濟衰退的擔憂,這將對需求產生不利影響。這種擔憂也被認為是油價上漲有限的原因,此前有其他利好消息。
即使是歐佩克+再次未能達到產量配額的消息,也未能引起原油交易商的強烈反應。
Argus周五的一項調查顯示,11月份歐佩克+的原油日產量已降至3829萬桶。這比歐佩克+更新后的配額每天低181萬桶。
或許更令人擔憂(盡管并不令人驚訝)的是,歐佩克出現了原油產量下降,而非歐佩克成員國的原油產量在11月份出現了增長。哈薩克斯坦11月份原油日產量增加33萬桶。
與此同時,TC能源公司在內布拉斯加州檢測到泄漏后關閉了基石管道,并沒有給出重新啟動這條重要輸油管道的時間表,從而加劇了對美國供應的擔憂。基石管道每天向美國運送大約60萬桶加拿大原油。
領先的外匯交易和信息公司安達公司高級市場分析師愛德華· 莫亞12月12日早些時候對路透社表示,由于基石管道仍然關閉以及人們擔心可能減少原油產量,油價將上漲。
李峻 編譯自 油價網
原文如下:
Supply Uncertainty Pushes Oil Prices Higher
· Oil prices started the week with a slight gain as supply uncertainty helped to halt last week’s downward momentum.
· The shutdown of the keystone pipeline and uncertainty regarding how the G7 price cap will influence exports are the main bullish factors for oil.
· Last week. fear of significant demand destruction due to a global recession helped to push oil prices to the lowest level since December 2021.
Crude oil began trading this week with a gain, pushed higher by the shutdown of the Keystone pipeline and uncertainty around the consequences of the G7 price cap on oil exports.
Brent crude was trading close to $76.50 per barrel at the time of writing, with West Texas Intermediate at close to $71.60 per barrel, both up by more than 1 percent from Friday’s close. Last week, the benchmarks fell to the lowest since December last year.
The biggest driver for the last few weekly declines has been fear of a global recession, which would affect demand adversely. This fear has also been noted as reason for the limited gains oil has made following otherwise bullish news.
Even the news that OPEC+ had once again missed its production quota, and by quite a significant margin, failed to elicit a strong response from oil traders.
A survey from Argus showed on Friday that oil production in OPEC+ had fallen to 38.29 million barrels daily in November. This was 1.81 million bpd below the group’s updated, lower, quota.
What’s perhaps more worrying, although not surprising, is that it was OPEC that accounted for the decline while non-OPEC members of the wider pact saw their output increase in November. Kazakhstan’s output rose by 330,000 bpd .
Meanwhile, TC Energy shut down the Keystone pipeline after a leak was detected in Nebraska and did not give a timeline for the restart of the oil transport channel, fueling concern about supply in the United States. Keystone carries some 600,000 bpd of Canadian crude to the United States.
"Oil prices are higher as the Keystone pipeline remains shut, and on concerns that it could reduce output," Oanda senior market analyst Edward Moya told Reuters earlier today.
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