据道琼斯12月18日消息,高盛公司表示,由于美国页岩油产量仍然太高以至于供应量未能下降、而欧佩克明年产量将大幅增至3,200万桶、同时库存能力正在趋于饱和,因此,石油市场所需要的再平衡还远远没有实现。该行表示:“因此,我们重申财务压力可能会被证明太小太迟,不能阻止市场通过以接近现金成本的价格来迫使减产从而消除经营压力,这个接近于现金成本的油价可能为大约20美元/桶。”
庞晓华摘译自道琼斯
原文如下:
Goldman Sachs Reiterates Oil Heading to $20-Barrel
[Dow Jones] Goldman Sachs says since U.S. shale production still too high for there to be a supply decline, OPEC's output is to skew higher next year to 32 million barrels, and storage capacity is filling up, the required rebalancing of the oil market is still far from achieved. "As a result, we reiterate financial stress may prove too little too late to prevent the market from having to clear through operational stress with prices near cash costs to force production cuts, likely around $20 a barrel," says the bank.