据道琼斯6月1日消息,瑞典北欧斯安银行(SEB)首席大宗商品分析师Bjarne Schieldrop称,全球原油市场波动性将加剧,包括价格上行和下行,因为历史上高度灵活的欧佩克石油产量已经被灵活度较小的美国页岩油产量所取代。市场开始明白欧佩克将不再会通过减产来捍卫油价,也不会在供应短缺时为了减缓油价升势而保持储备能力。他表示:“我们也许不喜欢欧佩克的行动及其对原油市场的干预,不过在下一次油价偏离轨道时(也许是上行),市场也许会怀念欧佩克过去的干预行动。”
唐绍红摘译自道琼斯
原文如下:
More Volatility Seen In Global Oil Market, Says SEB
The global oil market could be in for more volatility, both on the upside as well as the downside, as the historically very flexible production from OPEC has been exchanged for much less flexible U.S. shale oil production, says Bjarne Schieldrop, chief commodities analyst at SEB markets. It comes as the market is beginning to understand that OPEC will no longer defend prices by cutting production and won't hold reserve capacity to help ease prices during shortages. "We may have disliked OPEC's action and managed interference in the oil market. However, we might end up missing it big time next time it goes wrong, possibly then to the upside," he says.