据道琼斯4月13日消息,摩根士丹利能源研究部门负责人Adam Longson表示,尽管油价上涨,但在今年前几个月需求强劲之后,全球原油市场的基本面正在开始恶化。他表示,虽然全球炼油利润仍处于健康水平,但已大幅下降,全球炼油厂停工检修的数量增多,成品油需求呈季节性下降势头,全球炼油利润面临的压力将增加。Longson表示,伊朗、利比亚、沙特和俄罗斯供应正增加。
唐绍红摘译自道琼斯
原文如下:
Morgan Stanley Says Oil Fundamentals Starting to Deteriorate
[Dow Jones] Despite a price rally, global oil fundamentals are now starting to deteriorate following strong demand in the first few months of the year, according to Adam Longson, head of energy research at Morgan Stanley. Global refining margins, while still healthy, have fallen materially, global refinery maintenance is rising, oil product demand is weakening seasonally and pressure on global refining margins will rise, he says. Mr. Longson says Iraq, Libya, Saudi Arabia and Russia are adding supply.