据彭博新闻社5月15日华盛顿报道,资深对冲基金经理Pierre Andurand14日在纽约接受媒体记者采访时表示,来自欧佩克和美国的石油供应量预计在今年晚些时候将增加,这将防止油价的进一步上涨。
Andurand说,由于油价最近几个月的反弹允许美国的生产商复苏他们正在减缓的产量,与此同时,欧佩克包括沙特阿拉伯、阿联酋和科威特在内的成员国由于担心需求正在接近其顶峰而拼命增加他们的石油产量,因此,油价在今后的两个月里将保持在“相对较低的水平”上。
Andurand是在出席在纽约举行的大宗商品辩论会期间接受彭博电视采访时发表上述讲话的。他说:“我们将处在一个美国和欧佩克石油产量均将增加的市场,因此,油价在短期内将难以走高。”
Andurand在3月份曾对客户说,由于美国最大的储油中心俄克拉荷马州库欣的原油库存扩大,美国基准油价在接下来的两个月内将下跌至每桶大约30美元。
尽管美国政府统计数据显示库欣的原油库存在4月17日前将保持增长,然而,美国的油价已上升到每桶大约60美元。
李峻 编译
原文如下:
Oil trader Andurand sees U.S., OPEC supply capping prices
5/15/2015
WASHINGTON (Bloomberg) -- Oil supply from both OPEC and U.S. shale drillers is set to expand later this year, preventing further gains in prices, according to hedge fund Manager, Pierre Andurand.
Oil prices will remain “relatively low” for the next two years as a rebound in recent months allows U.S. producers to revive slowing output, said Andurand. At the same time, members of the Organization of Petroleum Exporting Countries including Saudi Arabia, the United Arab Emirates and Kuwait are raising their production amid concerns demand is nearing its peak, he said.
“We’ll be in a market where both U.S. production will go up and OPEC,” Andurand said in a Bloomberg Television interview with Stephanie Ruhle at the Commodity Debate conference in New York on Thursday. “It’s going to be difficult for prices to go much higher in the short term.”
Andurand in March told clients that U.S. benchmark oil prices would drop to around $30/bbl in the following two months as crude stockpiles expanded in Cushing, Oklahoma, the largest oil-storage hub in the U.S. While government data showed that inventories did keep growing at Cushing until April 17, U.S. oil prices have surged to about $60.