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高盛:料布伦特原油价格有望触及每桶80美元的水平

Goldman Sachs: Brent crude is expected to hit $80 a barrel

新浪財經 ·  May 24, 2021 09:59

Goldman SachsCiting the prospect of a sharp increase in vaccine-driven demand, the upward momentum in oil prices "remains unchanged" despite the possibility of a potential return of Iranian production to the market.

Analysts such as Goldman Sachs Damien Courvalin and Jeff Currie said in a report on May 23 that the market may now reflect expectations of Iranian crude returning to the market at the end of the summer, but that expectations underestimate the upcoming rebound in demand and are therefore too pessimistic.

In Iran, the focus of the negotiations appears to be on agreeing on the conditions for the resumption of JCPOA, the Joint Comprehensive Action Plan (, Joint Comprehensive Plan of Action)), which means that there may be a lag or potential stalemate in canceling the second round of US cuts, or the related conditions will bring Iranian oil back to the market on a limited scale.

On the demand side, travel and travel in developed markets may exceed Goldman Sachs' expectations, which could make up for the recent impact on demand in South Asia and Latin America.

As activity levels are still under pressure, Goldman Sachs will be non-OPEC+ Nissan in the second half of the year.The volume forecast was cut by 250000 barrels and shale oil production by 200000 barrels per day over the same period.

In the face of growing evidence of a rebound in demand and the possibility of Iranian crude returning to the market soon to be clarified, Goldman Sachs believes that the outlook for the next oil price rally has become clearer, with Brent crude oil prices likely to rise to $80 a barrel.

The translation is provided by third-party software.


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