-- 分析人士告訴,即將於週日舉行的石油輸出國組織(歐佩克)及其盟友七個成員國的會議預計將再次提高產量配額,但這一決定在很大程度上仍停留在紙面上,直到霍爾木茲海峽問題得到解決。 Argus Media中東海灣地區編輯納德爾·伊塔伊姆在一封電子郵件中表示,他預計此次會議的結果將與3月和4月的會議大體相似,即「理論上」提高產量配額,不太可能產生任何實際影響。 他將此歸因於自衝突爆發以來,過去兩個月大多數歐佩克+成員國的產量大幅下降,導致產量“遠低於配額”,而4月份的增產計劃仍未落實。 然而,他預計產量將再次提高,因為這些會議的目的是「規劃未來,而不是影響當前的供應」。 他預計增幅將低於上月的每日20.6萬桶,這主要是由於阿聯酋本週稍早退出歐佩克+,其產量僅佔上月增幅的不到10%,即每日不到2萬桶。按照同樣的計算方法,他預計即將召開的會議將使歐佩克+的產量增加18.8萬桶/日。 斯巴達商品公司(Sparta Commodities)研究主管尼爾·克羅斯比(Neil Crosby)也持類似觀點,他指出,相對於歐佩克+的整體產量而言,阿聯酋的退出「只是滄海一粟」。 他表示,即使霍爾木茲海峽重新開放,這個海灣國家退出歐佩克+的決定充其量也“更多地反映了中期供應問題”,而且由於世界各國都在補充戰爭期間消耗殆盡的庫存,因此這也不會構成問題。
Related Articles
Barclays Adjusts Price Target on Amphenol to $180 From $175
Amphenol (APH) has an average rating of overweight and mean price target of $182.69, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $143.78, Change: $-3.49, Percent Change: -2.37%
Piper Sandler Adjusts Arthur J. Gallagher Price Target to $211 From $226
Arthur J. Gallagher & Co (AJG) has an average rating of overweight and mean price target of $272.42, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $214.33, Change: $+7.93, Percent Change: +3.84%
Goldman Sachs Adjusts Price Target on Molson Coors Beverage to $50 From $48
Molson Coors Beverage (TAP) has an average rating of hold and mean price target of $46.15, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $42.37, Change: $-0.38, Percent Change: -0.88%