中国石化新闻网讯 据道琼斯12月1日消息,在欧佩克达成减产协议承诺将原油产量在目前每日3360万桶的基础上削减120万桶后,伯恩斯坦研究公司对油价持看涨观点,认为布伦特原油2017年达到每桶60美元、2018年达到每桶70美元如今已是一个现实的目标。
减产协议一旦执行(2017年1月),石油市场将从供应过剩转为供应不足。考虑到欧佩克宣布的减产规模,预计2017年上半年石油市场每日供应缺口为50万桶。到2017年下半年,供应不足的情况可能加剧,每日缺口将超过100万桶。
唐绍红摘译自道琼斯
原文如下:
Bernstein Sees Substantial Oil Deficit In 2017 After OPEC Deal
By Shuli Ren
After a landmark OPEC agreement which promises production cut by 1.2 million barrels a day from 33.6 million barrels currently, Bernstein Research went bullish on oil and said Brent crude trading at $60 a barrel for 2017 and $70 for 2018 is now a "realistic target".
Once cuts are implemented (Jan-17), oil markets will shift from surplus into deficit. Given the cuts in production announced by OPEC, we expect that markets will move into a 0.5MMbl/d deficit in 1H17. By the second half of 2017, the deficit could be substantial with a supply deficit of over 1MMbls/d.