据道琼斯4月27日消息,巴克莱公司在一份报告中说,当前油价反弹要持续需要更加坚挺的需求,供应面也必须做出更切实的反应。巴克莱分析师Michael Cohen表示:“现在的情形是马车跑到了马之前,我们对于短期内油价能否进一步上涨持谨慎态度。”他说,几乎没有证据能够表明消费量正在全面回暖;而与此同时,上个月发布的供应面机构预期显示,当油价升至60-70美元区间时,页岩油产量将重现增长。
唐绍红摘译自道琼斯
原文如下:
Barclays Says Cautious of Current Oil Price Rally
[Dow Jones] Sustaining the current oil price rally requires firmer demand and a tangible supply response than the market suggests, Barclays says in a report. "The cart is moving ahead of the horse, and we take a cautious view on further price appreciation over the near term," Barclays analyst Michael Cohen says. He says there is little evidence to suggest that a broad pickup in consumption is occurring, while on the supply side agency forecasts released in the past month show shale growth can materialize again in the $60-$70 price range.