歐佩克在與全球原油需求玩輪盤賭
中國(guó)石化新聞網(wǎng)訊 據(jù)道瓊斯2月10日消息,據(jù)北歐斯安銀行市場(chǎng)公司首席大宗商品分析師Bjarne Schieldrop稱,自去年年初以來(lái)一直減產(chǎn)接近180萬(wàn)桶/日的歐佩克正在與全球石油需求增長(zhǎng)玩俄羅斯輪盤賭。Schieldrop表示,如果石油需求加快增長(zhǎng),增速超過(guò)2%,那么歐佩克的減產(chǎn)計(jì)劃將獲得回報(bào),但如果需求增速較弱,那么到2018年底歐佩克將陷入困境,屆時(shí)歐佩克在全球石油市場(chǎng)的份額將下降。他在一份研究報(bào)告中稱:“屆時(shí)歐佩克的市場(chǎng)份額將萎縮,然后該組織需要進(jìn)一步大幅削減產(chǎn)量才能繼續(xù)管理油價(jià)?!?/p>
張春曉 摘譯自 道瓊斯
原文如下:
OPEC Playing Russian Roulette with Global Demand
The Organization of the Petroleum Exporting Countries, which has been holding back crude output by nearly 1.8 million barrels a day since the start of last year, is "playing Russian roulette" with global demand growth, according to Bjarne Schieldrop, chief commodities analyst at SEB Markets. If demand growth accelerates strongly, above 2%, then OPEC's plan will have paid off, but if growth is on the weak side then the oil cartel will be in a tight spot by the end of 2018, with less global market share, argues Mr. Schieldrop. "Then its cake is shrinking. Then it needs to cut yet deeper in order to keep managing oil prices," Mr. Schieldrop says in a note.