據油價網報道,高盛公司近日再次重申了其此前對布倫特原油價格的預測,即隨著需求迅速復蘇,布倫特原油價格將在今年夏季達到每桶80美元。
據路透社報道,高盛公司在一份報告中稱:“疫苗接種率的上升導致美國和歐洲的流動性增加,5月份全球石油日需求量估計增加150萬桶,達到9650萬桶。”
高盛公司最初在今年3月份曾表示,布倫特原油價格預計將在今年第三季度達到80美元/桶。
然后,在4月份,高盛公司重申了自己的預測,指出“決不能低估需求量即將發生的變化,而這種變化是供給無法比擬的。”
一個月后,高盛公司分析師寫道:“面對缺乏彈性的供應,疫苗驅動的需求大幅增加,因此油價上漲的理由依然存在。”
同時,歐佩克曾表示,預計今年全球石油需求將上升600萬桶,而IEA預測今年將增加540萬桶,明年再增加310萬桶,在明年年底前回到和超過疫情前水平,達到1.006億桶/天。
李峻 編譯自 油價網
原文如下:
Goldman Sachs Doubles Down On $80 Oil Prediction
Goldman Sachs has reiterated its forecast that Brent crude will hit $80 per barrel this summer as demand quickly recovers.
"Rising vaccination rates are leading to higher mobility in the U.S. and Europe, with global demand estimated up 1.5 mb/d (million barrels per day) in the last month to 96.5 mb/d," the investment bank said in a note as quoted by Reuters.
Goldman first said it expected Brent to hit $80 this year in March, expecting this to happen by the third quarter of this year.
Then, in April, the bank reiterated its forecast, noting, "The magnitude of the coming change in the volume of demand -- a change which supply cannot match -- must not be understated."
A month later, Goldman analysts wrote that "The case for higher oil prices therefore remains intact given the large vaccine-driven increase in demand in the face of inelastic supply,"
Meanwhile, OPEC has said it expected oil demand to rise by 6 million bpd this year, and the International Energy Agency forecast it would add 5.4 million bpd this year and another 3.1 million bpd next year, returning to and exceeding pre-pandemic levels to reach 100.6 million bpd by the end of 2022.
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