石油圈中国石化新闻网讯 据道琼斯4月20日消息，经纪公司PVM Oil Associates分析师Tamas Varga表示，美国石油钻机数量的上涨和页岩油产量增长已不再是影响油价的重要因素。Varga在一份报告中写道，尽管贝克休斯公司发布的美国钻机数量与一年前相比有所上升，但到下个月，页岩油产量已较上年同期增加近140万桶/天，这两个曾经重要的指标的影响很快就消失了。因此，他认为，基本面因素似乎并不能证明布伦特原油价格高于每桶74美元的价格是合理的。Varga写道：“这并不是说，目前的每桶74美元以上的布伦特原油价格没有被其他因素证明是正确的，但纯粹基于全球供需数据，价格不应如此之高。” 唐绍红 摘译自 道琼斯 原文如下： Supply-Demand Fundamentals Don’t Justify Brent Behavior A rising US oil rig count and shale production growth are no longer important factors for oil prices, according to Tamas Varga, an analyst at brokerage PVM Oil Associates. Despite the Baker Hughes rig count being up compared to a year ago, and shale output having risen by almost 1.4M barrels a day by next month year-on-year, the “impact of these two, once important, indicators has quickly diminished,” Varga writes in a note. The underlying fundamentals, therefore, don’t seem to justify the price of Brent crude being above $74 a barrel, he argues. “This is not to say that the current $74+ Brent price is not vindicated by other factors but purely based on global supply and demand data, prices should not be this high,” Varga writes.
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