美石油产量增长快于2020年前全球需求增长

据路透社报道，高盛表示，尽管欧佩克主导原油产量限制，但美国页岩产量的增长可能至少在2020年前超过全球需求，并限制油价上涨。

这家华尔街银行预测，2019年美国石油产量每天增长130万桶，2020年将每天增长120万桶, 而同期全球需求增长预期分别为每天80万桶和每天160万桶。

该银行表示: “欧佩克愿意继续放弃市场份额，这也可能限制下行。”

对于布伦特来说，它保持了2020年的价格前景约为每桶 60 美元，WTI则保持了每桶55.50美元不变。

欧佩克及由俄罗斯领导的盟友同意将石油产量削减协议延长至2020年3月。

高盛股票研究在周日的一份报告中表示：“没有讨论削减的退出战略，延长减产以适应页岩气增长的决定，最终是否会在2020年推动进一步削减需求，仍有待观察。”

詹晓晶摘自路透社

原文如下：

U.S. oil output gains to outpace global demand growth until 2020: Goldman

Goldman Sachs said growth in U.S. shale production is likely to outpace that of global demand at least through 2020 and limit gains in oil prices despite output curbs led by the Organization of the Petroleum Exporting Countries.

The Wall Street bank forecast U.S. oil output growth at 1.3 million barrels per day (bpd) and 1.2 million bpd in 2019 and 2020 respectively, which compared with its global demand growth expectations of 0.8 million bpd and 1.6 million bpd respectively for the same periods.

“OPEC’s willingness to continue to cede market share (is) likely to limit downside as well,” the bank said.

It kept its 2020 price outlook of about $60 per barrel for Brent and $55.50 for WTI unchanged.

OPEC and its allies led by Russia agreed to extend oil output cuts until March 2020 last week.

“An exit strategy from the cuts was not discussed, and it remains to be seen whether the decision to extend cuts to accommodate shale growth will ultimately drive the need for deeper cuts in 2020,” Goldman Sachs Equity Research said in a note align="justify">