据钻机地带8月31日报道，8月纽约油价创下自去年10月以来最大月度跌幅，因投资者权衡欧佩克+产量增加的前景以及飓风艾达过后美国原油产量的恢复。
西德克萨斯中质原油(West Texas Intermediate)周二收跌1.1%，本月累计下跌7.5%。上周末，“艾达”在路易斯安那州登陆后，墨西哥湾原油生产商预计将逐渐恢复供应。预计炼油厂恢复运营的速度将放缓。
瑞穗证券（Mizuho Securities）期货部门主管罗伯特·亚格（Robert Yawger）表示，市场乐观地认为，该行业迟早会反弹，这导致原油价格走弱。我期待石油生产在一周内恢复，炼油厂在两周内恢复。
墨西哥湾沿岸的一些炼油厂在等待因飓风而关闭的工厂恢复运转的同时，已开始寻找汽油等燃料。据知情人士透露，一些受影响的路易斯安那州炼油商还在利用他们在德克萨斯州的工厂运送欠客户的原油。由于今年的汽油需求低于正常水平，美国海湾地区的燃料库存充足。根据美国政府数据显示，目前汽油库存高于10年平均水平。
此外，石油输出国组织（OPEC）及其盟国将于周三举行会议，以评估全球市场和需求前景。该联盟预计今年将出现供应短缺，尽管其将继续增加产量。预计2022年会出现盈余。
随着投资者对全球健康危机的最新波折和美元的波动做出反应，石油在8月份经历了动荡，时而上涨，时而下跌。尽管库存稳步减少，但美国基准原油本月暴跌，一些国家已成功控制了德尔塔变种病毒的爆发。
盛宝银行 (Saxo Bank A/S) 大宗商品策略主管Ole Hansen表示，在欧佩克+会议之前市场存在一些紧张情绪，并意识到艾达飓风对需求有短期负面影响，而供应不应受到影响。
价格：
在纽约，10月份交付的西德克萨斯中质原油(WTI)下跌71美分，收于每桶68.50美元。
10月份交付的布伦特原油价格下跌42美分，至每桶72.99美元。
最为活跃的11月份原油期货合约，最后交易价为每桶71.50美元。
受“艾达”影响的能源公司已着手恢复运营。Colonial Pipeline Co.周二表示，其恢复了从墨西哥湾海岸向东北部输送燃料的两条关键管道的服务。
市场还在等待行业资助的美国石油协会(American Petroleum Institute)周二下午发布的每周石油库存报告，以及美国政府周三公布的数据。
郝芬 译自 钻机地带
原文如下：
Oil Finishes August With Largest Monthly Loss Of 2021
Oil in New York posted the biggest monthly loss since October as investors weighed the prospect of additional OPEC+ production and the restoration of crude output in the U.S. after Hurricane Ida.
West Texas Intermediate ended 1.1% lower align="justify"> There’s optimism that the industry will bounce back sooner than later, which is causing crude prices to weaken, said Robert Yawger, director of the futures division at Mizuho Securities.
“I’m looking for oil production coming back in a week and refineries coming back in two weeks,” he said.
Some Gulf Coast refiners have started seeking fuels such as gasoline while they await the return of their plants that were shut for the storm. Some affected Louisiana refiners are also using their Texas plants to deliver barrels owed to customers, according to people familiar with matter. Fuel stocks in the U.S. Gulf are flush because gasoline demand this year is below normal. Currently gasoline inventories are above the 10-year average, based align="justify"> Separately, the Organization of Petroleum Exporting Countries and its allies will meet Wednesday to assess the global market and prospects for demand as the pandemic grinds align="justify"> Oil has endured a turbulent August, rising and falling align="justify"> There are “some pre-OPEC+ jitters and the realization that Hurricane Ida has a short-term negative impact align="justify"> Prices:
WTI for October delivery lost 71 cents to settle at $68.50 a barrel in New York.
Brent for October settlement fell 42 cents to $72.99 a barrel.
The more active November contract, which was the most active, was last trading at $71.50 a barrel.
Energy companies affected by Ida have moved to restore operations. Colonial Pipeline Co. said Tuesday that it resumed service align="justify"> The market is also awaiting weekly oil inventories report from the industry-funded American Petroleum Institute Tuesday afternoon, and U.S. government data on Wednesday.
