據(jù)油價網(wǎng)2022年9月27日報道，由于全球經(jīng)濟前景不斷惡化，高盛公司周二下調(diào)了其對油價的預(yù)測，盡管高盛公司仍然看好石油。

高盛公司表示，它對油價仍持樂觀態(tài)度，考慮到石油市場“極度緊張”的狀態(tài)，油價預(yù)計可能會從當前水平上漲。高盛公司指出，美元走強和需求預(yù)期走弱將“對油價構(gòu)成強大的阻力，直至年底”。 

高盛公司分析師Damien Courvalin和Callum Bruce周二在給客戶的報告中表示，然而，由于缺乏投資、備用產(chǎn)能和庫存較低，結(jié)構(gòu)性看漲的供應(yīng)結(jié)構(gòu)只會變得更加強勁，這必然要求價格大幅上漲。  

高盛公司預(yù)計，今年最后三個月布倫特原油的平均價格將為每桶100美元，低于其此前預(yù)測的每桶125美元，而此前預(yù)測的每桶130美元已經(jīng)有所下降。目前布倫特原油價格接近每桶86美元。 

高盛公司預(yù)計明年布倫特原油均價可能為每桶108美元，也低于其此前預(yù)測的每桶125美元。  

高盛公司表示：“只有出現(xiàn)經(jīng)濟硬著陸，才能證明價格持續(xù)走低是合理的。”

至于歐佩克，高盛公司預(yù)計該組織在今年剩余時間內(nèi)將把產(chǎn)量維持在當前水平附近，不過在即將到來的10月5日會議上，如果出現(xiàn)大幅減產(chǎn)，將引發(fā)油價反彈。

高盛公司建議客戶購買2024年12月到期的布倫特原油期貨合約。高盛公司全年都持樂觀態(tài)度，即使在多次下調(diào)油價預(yù)測的情況下也是如此。 

李峻 編譯自 油價網(wǎng)

原文如下：

Goldman Sachs Drops Oil Price Forecast

Goldman Sachs cut its oil price forecast on Tuesday on the deteriorating global economic outlook—although it remained bullish on oil.

Goldman said it remained bullish, anticipating that oil prices would likely rise from the current levels given the state of the “critically tight” market. The group cited the strong dollar and weakening demand forecast, which will “remain powerful headwinds to prices into year-end. Yet, the structural bullish supply set-up -- due to the lack of investment, low spare capacity and inventories -- has only grown stronger, inevitably requiring much higher prices.” Goldman Sachs analysts Damien Courvalin and Callum Bruce said in a note to clients on Tuesday.

Goldman Sachs sees the price of Brent crude oil averaging $100 per barrel over the last three months of the year—down from its previous bullish forecast of $125 per barrel, which was already down from yet another forecast of $130 per barrel. Currently, Brent is trading near $86 per barrel.

For next year, Goldman sees Brent averaging a likely $108 per barrel, also down from its previous prediction of $125 per barrel.

“It would take an economic hard-landing to justify sustained lower prices,” Goldman said.

As for OPEC, Goldman sees the group keeping production near current levels for the remainder of the year, although any significant production cut at the upcoming Oct 5 meeting would trigger a rebound in prices.

Goldman’s recommendation to clients was to purchase Brent futures contracts that expire in December 2024. Goldman has been bullish all year, even through various downgrades to its oil price forecasts.