据路透社9月7日报道，在飓风“艾达”扰乱了墨西哥湾的海上油井和陆上炼油厂生产之后，对冲基金上周以今年第二快的速度购买了石油。
在截至8月31日的7天里，基金经理购买了6个最重要的石油期货和期权合约，达6000万桶。
在纽约商品交易所，投资组合经理卖出了相当于100万桶的WTI原油，买入了600万桶美国汽油、700万桶美国柴油、2100万桶欧洲天然气和2800万桶布伦特原油。
根据欧洲期货交易所和美国商品期货交易委员会(cftc)的仓位记录，过去10周，各基金卖出了相当于2.68亿桶的原油。但在最近两周，抛售速度已经放缓，因为价格开始上涨，预示着一个可能的转折点，并为新一轮买盘创造了有利条件。
在这种情况下，墨西哥湾海上石油生产和路易斯安那州炼油活动的中断，将收紧原油和精炼燃料的供应，这为复苏提供了额外的动力。
基金经理尤其看好美国柴油和欧洲柴油等中间馏分油的价格，多头头寸与空头头寸的比率已攀升至8.6比1。值得一提的是，这一看涨比率是2018年10月以来的最高水平，当时新冠肺炎疫情还没爆发，国际贸易局势缓和。
此外，货运需求将保持强劲,而重新严峻起来的疫情形势限制了航空和私人汽车交通，各基金预计石油精炼产品需求的不平衡将恶化，加剧柴油短缺的情况。
王佳晶 摘译自 路透社
原文如下：
Column: Oil attracts heavy fund buying as prices bounce
Hedge funds purchased petroleum last week at the second-fastest rate this year after Hurricane Ida disrupted offshore oil wells and align="justify"> Money managers purchased the equivalent of 60 million barrels in the six most important petroleum futures and options contracts in the seven days to Aug. 31.
(Chartbook: tmsnrt.rs/3BI9A0P)
Portfolio managers were sellers of NYMEX and ICE WTI (-1 million barrels) but buyers of U.S. gasoline (+6 million), U.S. diesel (+7 million), European gas oil (+21 million) and Brent crude (+28 million).
In the previous 10 weeks funds had sold the equivalent of 268 million barrels, according to position records from ICE Futures Europe and the U.S. Commodity Futures Trading Commission.
But in the two most recent weeks, the rate of selling had decelerated and prices had started to rise, heralding a probable turning point and creating favourable conditions for a new wave of buying.
In this context, the interruption to offshore oil production in the Gulf of Mexico and refining activity in Louisiana, which will tighten the availability of crude and refined fuels, gave extra impetus to the turnaround.
Fund managers have become especially bullish about prices for middle distillates such as U.S. diesel and European gas oil, where the ratio of bullish long positions to bearish short align="justify"> The bullish ratio was the highest since October 2018, before the coronavirus crisis and before the trade war between the United States and China intensified, adversely affecting global trade volumes.
With freight demand expected to remain strong while the resurgent pandemic limits aviation and private motor traffic, funds are anticipating the imbalance in refined product demand will worsen, intensifying the diesel shortage.
