高盛:石油市场周五的抛售“过度”

市场资讯2021-11-27

高盛分析师Damien Courvalin等人在报告中写道:“基于我们的定价模型,我们认为74美元/桶的布伦特价格是市场在定价未来三个月出现约400万桶/日的负面需求冲击且OPEC+没有相应的抵消反应。”远期曲线的变化是在定价未来三个月出现250万桶/日的负面需求冲击,已经更长期的约150万桶/日的需求影响。“在我们看来,两者似乎都定价过度”。高盛在等待有关新毒株的进一步消息,然后更新供需和定价预...

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