来源:华尔街见闻
OPEC+最终的石油减产幅度可能会更大,油价或将进一步上涨。
10月3日周一,油价全天持续上涨,涨幅超过3%:布油现报88.03美元/桶,WTI原油现报82.25美元/桶。
此前,OPEC+正酝酿疫情来最大规模减产。
据媒体昨日报道,各产油国组成的OPEC+周三在维也纳开会时,将考虑减产逾100万桶/天。代表们表示,在各国部长开会之前,不会就减产规模做出最终决定,但这一规模的削减将是疫情以来最大的一次。
媒体表示,每日减产超过100万桶的方案得到了俄罗斯的支持。但OPEC代表们表示,沙特阿拉伯对减产规模持保留态度。
对全球经济放缓的担忧,令能源需求前景承压,原油价格上周五出现两年多来的首次季度下跌。
包括摩根大通在内的投行最近表示,OPEC+可能需要将日产量至少降低50万桶才能稳定油价。加拿大皇家银行称,OPEC+可能会选择两倍于此的减产幅度。因此,最终的削减幅度可能会更大。
另有媒体指出,最终减产决定将是一场激烈的辩论,其他正在考虑的方案包括每天减产50万桶或多达150万桶。
但大幅减产可能会招致美国和其他主要石油消费国的批评,这些国家一直在与经济放缓和能源导致的通胀作斗争。
上个月,OPEC+代表对外表示,该组织将从10月起减产10万桶/天,使供应量回到8月份的水平。这将推翻OPEC+此前宣布的9月增产计划,使得拜登的中东原油外交成果归零。
这是OPEC+一年多来首次宣布开始减产,此前因疫情后需求复苏,OPEC+维持增产达18个月之久。
据媒体报道,星展银行能源分析师 Suvro Sarkar 表示:
美股期货普遍走低,随后纷纷转涨。纳指期货最深跌1.13%,目前跌幅大幅收窄。标普500指数期货目前涨0.25%,道指期货涨0.40%%。
欧洲股市方面,欧股各大指数纷纷低开,德国DAX指数跌超1%,英国富时100指数跌近1%,法国CAC 40指数跌1%。
亚洲市场开盘后持续下挫,日经225指数一度跌超1%,截至目前跌幅有所收窄,现跌0.90%;香港恒生指数跌0.91%。富时中国A50指数期货开盘跌近1%,盘中跌幅持续扩大,现跌1.42%,上个交易日夜盘收跌0.29%。
越南VN指数跌4%,至1086.51点。
个股方面,瑞士信贷跌超6%。
此前有市场传言称,一间大型投资银行濒临破产。部分海外自媒体猜测,其中一个可能是瑞士信贷。为了安抚投资者,瑞信高管周日向大客户、交易对手和投资者重申了其坚实的流动性和资本状况。
Source: Wall Street
OPEC+ 's final oil production reduction is likely to be even greater, and oil prices may rise further.
On Monday, October 3rd, oil prices continued to rise throughout the day, rising more than 3%: cloth oil is now at $88.03 a barrel and WTI crude is now at $82.25 a barrel.
Earlier, OPEC+ was brewing an epidemic to reduce production on the largest scale.
The OPEC+, made up of oil-producing countries, will consider cutting production by more than 1 million barrels a day when it meets in Vienna on Wednesday, according to media reports yesterday. Delegates said no final decision on the scale of production cuts would be made before ministers met, but that the reduction would be the biggest since the outbreak.
The media said that the plan to cut production by more than 1 million barrels a day has the support of Russia. But OPEC representatives said Saudi Arabia had reservations about the scale of the cuts.
Fears of a global economic slowdown weighed on the outlook for energy demand, with crude oil prices falling on Friday for the first time in more than two years.
Investment banks, including JPMorgan Chase & Co, recently said OPEC+ may need to reduce production by at least 500000 barrels a day to stabilize oil prices. Royal Bank of Canada said that OPEC+ may choose to reduce production by twice as much.As a result, the final cuts are likely to be bigger.
Other media pointed out that the final decision to reduce production will be a heated debate, and other options under consideration include a reduction of 500000 barrels per day orUp to 1.5 million barrels.
But a sharp cut in production is likely to attract criticism from the US and other major oil consumers, which have been grappling with an economic slowdown and energy-induced inflation.
Last month, OPEC+ representatives said the organization would cut production by 100000 barrels a day from October, bringing supply back to August levels. This will overturn OPEC+ 's previously announced plan to increase production in September, bringing Biden's Middle East crude oil diplomacy to zero.
This is the first time in more than a year that OPEC+ has announced that it will begin to cut production, after OPEC+ maintained an increase in production for 18 months as demand recovered after the outbreak.
According to media reports, DBS Bank Energy analyst Suvro Sarkar said:
U. S. stock futures generally fell, followed by gains. Nasdaq futures fell as much as 1.13%, and the current decline has narrowed sharply. S & P 500 futures are up 0.25%, while Dow futures are up 0.40%.
In terms of European stocks, European stock indexes opened lower one after another, with Germany's DAX index falling more than 1 per cent, the UK's FTSE 100th index falling nearly 1 per cent and France's CAC 40 index falling 1 per cent.
Asian markets continued to fall after opening. At one point, the Nikkei 225 index fell more than 1%. So far, the decline has narrowed and is now down 0.90%. Hong Kong's Hang Seng index is down 0.91%. FTSE china A50 index futures opened down nearly 1%, continued to expand intraday decline, is now down 1.42%, last trading night closed down 0.29%.
Vietnam's VN index fell 4 per cent to 1086.51.
In terms of individual stocks, Credit Suisse fell more than 6%.
Earlier, there were market rumors that a large investment bank was on the verge of bankruptcy. Some overseas media speculated that one of them might be Credit Suisse. In an effort to reassure investors, Credit Suisse executives reiterated its solid liquidity and capital position to big clients, counterparties and investors on Sunday.