据道琼斯6月8日消息,摩根士丹利能源研究部门负责人Adam Longson称,欧佩克会议之后投资者正在寻找油价走向的线索,市场可能会越来越关注伊朗增加石油供应的风险。然而他表示:“实物市场、尤其是大西洋盆地出现的一些压力迹象令人担忧,值得关注。”西非和北海有未售石油船货的报告,一些买单在最后一刻被取消或者再出售。中东原油市场的强势可能是暂时的,炼油业务高利润率似乎不可持续。
唐绍红摘译自道琼斯
原文如下:
Signs of Stress in Oil Market Need to Be Watched -- Market Talk
0216 GMT [Dow Jones] After the OPEC meeting investors are looking for cues on the direction of oil prices and the market will increasingly turn its attention to the risk that Iran could add new supply to the market, Adam Longson, head of energy research at Morgan Stanley says. "However, some signs of stress in the physical market, particularly in the Atlantic Basin, are worrisome and need to be watched," he says. There are reports of unsold oil cargos in West Africa and the North Sea, with some bids getting cancelled at the last minute or resold. The strength in the Middle East crude market could be temporary and high refinery margins seem unsustainable.