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麦格理银行称,美国原油库存或将连续第二周下降,供需平衡收紧。

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-- 麦格理策略师周二在一份周报中表示,根据美国能源信息署(EIA)公布的每周原油库存数据,截至5月1日当周,美国原油库存预计将减少500万桶。此前一周的数据显示,原油库存减少了620万桶,降幅超出预期。 预计原油开工率将增加约10万桶/日,但季节性检修的时间安排仍是一个关键变量。 预计原油出口量将小幅增长约40万桶/日,而进口量预计将下降40万桶/日。 麦格理策略师表示:“货物的交付时间仍然是每周原油供需平衡潜在波动的一个来源,尤其是在出口量仍然居高不下的情况下。” 麦格理预计,截至5月1日当周,包括产量、调整和调拨在内的国内原油供应量将下降30万桶/日。 1. 战略石油储备减少520万桶。 成品油方面,预计汽油库存将减少40万桶,馏分油库存将减少380万桶,而航空煤油库存预计将增加约20万桶。 麦格理预测,汽油、馏分油和航空煤油的隐含需求合计约为1460万桶/日。

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