据道琼斯5月31日消息,野村证券油气研究主管Gordon Kwan称,预计欧佩克将在本周四的会议上维持低成本生产策略不变。近期美国和中国产量下降已经开始推动全球供需重新走向平衡,抵消了欧佩克增产带来的影响。他表示:“我们不再认为欧佩克需要为支撑油价反弹而冻结产量水平,特别是在全球石油消费量不断刷新纪录高点的情况下。”他补充道,市场应关注定于本周五公布的美国非农就业数据,寻找有关美联储将在下一次政策会议上如何行动的线索,美国加息可能会推动美元升值,并减缓油价的反弹步伐。
庞晓华摘译自道琼斯
原文如下:
OPEC Doesn't Need to Freeze Production as Prices Rebound
[Dow Jones] When OPEC meets this Thursday, the cartel is expected to maintain its low-cost production strategy, says Gordon Kwan, the head of oil and gas research at Nomura. Recent production declines in both the U.S. and China have begun to restore global demand and supply balance, offsetting OPEC's increased output. "We no longer think OPEC needs to freeze production for oil prices to rebound, especially when global oil consumption keeps hitting all-time highs," he says. He adds the market should be watching for the U.S. non-farm payroll this Friday for hints on what the Federal Reserve would do in the next policy meeting as a hike in U.S. interest rates could push up the dollar and slow the oil price recovery.