道琼斯8月21日消息,普氏能源资讯旗下子公司Bentek能源公司的分析师Anthony Starkey称,美国油价可能跌至每桶40美元下方,甚至达到30-40美元区间的低端,但这种下跌的根源并不是基本面的因素,而是投机性交易以及短暂库存因素冲击所引发的暂时现象。他表示,如果多头头寸进一步平仓,或买家因为库容已满而撤销买单,那么市场短期还有下跌空间,然而目前并不需要通过油价较当前价位进一步大幅下跌来抑制未来的勘探支出和产量,在不久的未来供应面就会做出反应。
唐绍红摘译自道琼斯
原文如下:
U.S. Oil Below $40 Would Be a Short-Term Phenomenon: Bentek
[Dow Jones] It's possible for U.S. oil prices to fall below $40 a barrel, and even reach the low $30s, but such a fall is not rooted in fundamentals and would be a short-term phenomenon spurred by speculative trade or a brief storage shock, Anthony Starkey, analyst at Bentek Energy, a unit of Platts, says. He says the market has the potential for a short-term rout if there is further liquidation of long positions, or if a crude buyer drops a bid for oil because storage has become full. However "the market does not require significantly lower oil prices from current levels to deter future spending on exploration and production" and supply should respond in the not too distant future, he says.