???? 據(jù)彭博社2月7日報(bào)道,全球最大的獨(dú)立石油交易商維托爾(Vitol SA)和競爭對手貢沃爾集團(tuán)(Gunvor Group Ltd.)一樣,警告稱,要對近期原油價(jià)格飆升持謹(jǐn)慎態(tài)度。
????維托爾亞洲業(yè)務(wù)負(fù)責(zé)人Mike Muller周日在接受迪拜咨詢公司Gulf Intelligence采訪時(shí)表示:“市場在疫苗接種后的興奮情緒和對歐佩克管理供應(yīng)能力的持續(xù)信心方面已經(jīng)遠(yuǎn)超于當(dāng)前市場的發(fā)展態(tài)勢。”
????自11月初以來,由于疫苗將恢復(fù)能源需求的樂觀情緒,以及歐佩克及其俄羅斯等合作伙伴大幅削減供應(yīng),原油價(jià)格飆升。然而,許多主要經(jīng)濟(jì)體仍處于嚴(yán)格封鎖狀態(tài),一些國家正在努力采購疫苗。
????布倫特原油期貨上周上漲逾6%,至每桶59.34美元,西德克薩斯中質(zhì)油(WTI)上漲近9%。目前,每個(gè)基準(zhǔn)指數(shù)都處于一年多來的最高水平。
????貢沃爾首席執(zhí)行官Torbjorn Tornqvist表示,油價(jià)不太可能突破60美元,因?yàn)檫@將促使能源公司增加產(chǎn)量。
????Muller補(bǔ)充道,疫苗的推出速度超過了能源市場的預(yù)期,中國的石油需求也迅速反彈。但他表示,全面復(fù)蘇還將取決于其他地區(qū)消費(fèi)的回升。他表示:“世界其它地區(qū)有責(zé)任提升需求,因?yàn)橹袊南M(fèi)速度已經(jīng)超過了2019年的增速,并且還在以超乎大多數(shù)人預(yù)期的驚人速度增長。”
????王佳晶 摘譯自 彭博社
????原文如下:
????Oil Markets Have Got Ahead of Themselves, Trader Vitol Says
????The world’s largest independent oil trader, Vitol SA, joined rival Gunvor Group Ltd. in expressing caution about the recent surge in crude prices.
????“The market is getting ahead of itself in terms of a post-vaccine euphoria but also continued belief in the ability of OPEC to manage supply,” Mike Muller, head of Vitol’s Asian operations, said Sunday in an interview with Dubai-based consultant Gulf Intelligence.
????Crude prices have soared since early November on optimism Covid-19 vaccines will restore energy demand and because of deep supply cuts by the Organization of Petroleum Exporting Countries and its partners such as Russia. Yet many major economies remain in strict lockdowns and some are struggling to source enough vaccine doses.
????Brent crude futures gained more than 6% last week to $59.34 a barrel, while WTI climbed almost 9%. Each benchmark is now at its highest level in more than a year.
????Gains beyond $60 a barrel are unlikely because that would prompt energy companies to ramp up production, Gunvor Chief Executive Officer Torbjorn Tornqvist said on Friday.
????Vaccines have been rolled out faster than energy markets predicted and China’s oil demand has rebounded rapidly, Muller said. But a full recovery depends on consumption elsewhere picking up, he said.
????“The onus is on the rest of the world to start with the demand catch-up because China can’t consume much faster than it’s already been doing,” he said. “It’s already outstripping its 2019 numbers and growing at a phenomenal pace beyond most people’s expectations.”