据道琼斯7月21日消息,RBC大宗商品策略部门全球主管Helima Croft称,事后想想,2015年第二季度布伦特原油回升至每桶60美元一线似乎对石油市场不利。Croft称:“若要对石油市场进行建设性投资,2015年第二季度60美元/桶的价格几乎是没有任何好处的,因为这意味着欧佩克会维持对整体产量的立场不变。目前,供应过剩给石油行业带来挑战,除非减产或供应受到其他形式的冲击,否则这种挑战不大可能得到化解。
庞晓华摘译自道琼斯
原文如下:
Brent May Need to Fall Further for OPEC to Act
[Dow Jones] In hindsight, Brent's rebound in 2Q15 into US$60s appears a detriment to the oil market, according to Helima Croft, RBC global head of commodity strategy. "The US$60s environment in 2Q15 was almost a deadly price band, if you want to be constructive on oil," says Croft, because it meant the OPEC cartel held its ground on collective output. " Now, oversupply is creating a challenge for the industry--and one that's unlikely to be solved without cutbacks or some other supply shock.