据路透社8月31日报道,油价周二下滑,因人们担心飓风艾达(Ida)造成的路易斯安那州停电和洪水将导致炼油厂原油需求减少,再加上全球原油生产商计划提高产量。
截至格林威治时间06:40,美国西德克萨斯中质原油(WTI)期货价格下跌9美分,或0.13%,报每桶69.12美元,回吐了周一的部分涨幅。
定于周二到期的10月份布伦特原油期货价格下跌8美分,至每桶73.33美元,跌幅0.11%,周一上涨近1%。更为活跃的11月合约下跌9美分,至每桶72.14美元,跌幅0.12%。
Kotak Securities大宗商品副总裁Ravindra Rao表示,“随着对飓风艾达的供需影响进行评估,石油市场正处于观望状态”。此外,市场参与者在欧佩克+会议前离场观望。”
飓风中断了墨西哥湾近海至少94%的石油和天然气生产,并对路易斯安那州的电网造成了“灾难性”的破坏。公用事业官员表示,停电可能会持续三周,从而减缓了修复和重启能源设施的努力,而全面恢复运营可能需要至少两周的时间。
加拿大皇家银行分析师在一份报告中表示,“鉴于各家公司目前正在评估损失,目前仍不确定产能关闭的时间”。
在供应方面,墨西哥湾美国一侧的288个平台撤离后,约172万桶/日的石油产量和201万立方英尺/日的天然气产量仍处于停产状态。
此外,欧佩克+产油国们将同意继续实施计划,在12月之前每月增加40万桶/日的供应,这也限制了油价的上涨。
OANDA高级市场分析师杰弗里 哈雷(Jeffrey Halley)表示,“布伦特原油价格介于每桶70美元至75美元之间,似乎是欧佩克的最佳价格区间。由于期货曲线处于现货溢价状态,尽管存在短期风险,但需求仍保持强劲” 。
欧佩克+将于周三召开会议。代表们表示,他们预计生产将继续增加。然而,科威特石油部长表示,在担心亚洲的新冠肺炎疫情严重限制了燃料需求的情况下,该计划可以重新考虑。
王佳晶 摘译自 路透社
原文如下:
Oil dips align="justify"> Oil prices slipped align="justify"> The prices were also weighed down by weaker manufacturing data from China, where factory activity expanded at a slower pace in August compared with the previous month.
U.S. West Texas Intermediate (WTI) crude futures were down 9 cents, or 0.13%, at $69.12 a barrel as of 0640 GMT, reversing some of Monday's gains.
Brent crude futures for October, due to expire align="justify"> "The oil market is in a wait and watch mode as both demand- supply impact of Hurricane Ida is assessed," said Ravindra Rao, vice president, commodities at Kotak Securities.
"Also, market players are align="justify"> Hurricane Ida knocked out at least 94% of the offshore Gulf of Mexico oil and gas production and caused "catastrophic" damage to Louisiana's grid.
The loss of power could last three weeks, utilities officials said, slowing efforts to repair and restart energy facilities, which could also take at least two weeks to fully resume operations.
"With companies currently assessing damages, a current timeline for how long shuttered capacity will be down is still uncertain," RBC analysts said in a note.
On the supply side, about 1.72 million bpd of oil production and 2.01 million cubic feet per day of natural gas output remained offline in the U.S. side of the Gulf of Mexico following evacuations at 288 platforms.
Also keeping a lid align="justify"> "Brent crude between $70 and $75 a barrel seems to be the grouping's sweet spot, and with the futures curve in backwardation, demand remains robust despite the short-term noise," said Jeffrey Halley, senior market analyst at OANDA.
OPEC+ will meet on Wednesday. Delegates say they expect the production increase to go ahead, however Kuwait's oil minister said on Sunday that plan could be reconsidered amid concerns about raging COVID-19 infections in Asia limiting fuel demand.





