市场聚焦石油库存 油价继续下跌

    中国石化新闻网讯 据7月29日Rigzone报道，油价下跌至每桶近41美元，此前分析师预测美国原油库存上周继续增加，盖过了对美国联邦储备理事会(美联储FED)发表的温和预期。

    纽约期货价格在亚洲交易中保持稳定，周二收盘时下跌了1.4%。据彭博社调查显示，美国石油库存上周增加了45万桶，这将是四周内第三次增长。据知情人士透露，美国石油学会(American Petroleum Institute)报告称，汽油库存减少了683万桶，但汽油供应增加。

    投资者在等待周三美联储政策会议的结束，由于冠状病毒病例继续激增，预计美国央行将发出信号，将把利率长时间地维持在接近零的水平。佛罗里达州报告了创纪录的死亡人数，而亚太地区的病例复苏对世界其他地区来说是一个预警信号。

    原油价格在从4月低点迅速反弹后，近几周一直难以找到方向，因疫情的复苏威胁到全球能源需求的复苏。咨询公司Rystad Energy表示，预计第二波病毒传播，加上欧佩克+增加石油供应，可能会导致未来四个月的全球供应过剩。

    CMC Markets亚太区首席市场策略师迈克尔麦卡锡（Michael McCarthy）表示，需求前景已成为推动油价上涨的关键因素，鉴于全球经济复苏仍存在许多不确定性，油价很容易受到市场情绪波动的影响。如果美国的石油储备有所增加，西德克萨斯中质原油的价格可能会到每桶40美元。

    截至伦敦时间早上7:41，纽约商品交易所9月份交割的西德克萨斯中质原油价格上涨了0.2%，每桶41.10美元。欧洲期货交易所九月份结算的布伦特原油价格上涨0.3%，至每桶43.36美元，周二下跌了0.4%。

    这一全球原油基准的三个月期预估值为每桶顺价1.13美元，而6月底时的顺价为41美分。市场结构的变化表明，本月对供应过剩的担忧有所加剧。

    美国石油学会报告称，上周汽油库存增加108万桶，馏分油库存增加18.7万桶。美国能源信息署(EIA)的官方数据将于周三晚些时候公布。根据行业咨询公司FGE的数据，美国今年的汽车燃料需求很难超过2019年平均每天900万桶的水平。

    王佳晶 摘译自 Rigzone

    原文如下：

    Oil Holds Loss as Focus Turns to Stockpiles

    Oil held a loss to trade near $41 a barrel after analysts forecast U.S. crude stockpiles continued to swell last week, overshadowing expectations for a dovish statement from the Federal Reserve.

    Futures in New York were steady in Asian trading after closing down 1.4% on Tuesday. U.S. inventories grew by 450,000 barrels last week, according to a Bloomberg survey, which would be the third increase in four weeks. The American Petroleum Institute reported a 6.83-million-barrel drop in stockpiles, but said that gasoline supplies rose, according to people familiar with the data.

    Investors are waiting for the conclusion of the Fed’s policy meeting on Wednesday, with the U.S. central bank expected to signal it will keep interest rates near zero for longer as the coronavirus continues to surge. Florida reported a record death toll, while a resurgence of cases across the Asia-Pacific is being viewed as an early warning sign for the rest of the world.

    After rebounding swiftly from April lows, crude prices have struggled to find direction in recent weeks as the resurgent pandemic threatens the global energy demand recovery. Consultant Rystad Energy said it expects a second virus wave and additional barrels from the OPEC+ alliance to result in a global supply glut for the next four months.

    The demand outlook has become a key driver for oil and, given there’s still a lot of uncertainty about the global economic recovery, prices are vulnerable to swings in sentiment, said Michael McCarthy, chief market strategist at CMC Markets Asia Pacific in Sydney. If there’s a build in U.S. stockpiles, West Texas Intermediate could test $40 a barrel, he said.

    WTI for September delivery rose 0.2% $41.10 a barrel on the New York Mercantile Exchange as of 7:41 a.m. in London

    Brent for September settlement climbed 0.3% to $43.36 on the ICE Futures Europe exchange after falling 0.4% on Tuesday