A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs_老虎社区_美港股上老虎

A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs

MarketWatch2021-12-01

Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus. But the oil market has priced in a far ...

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NeedMoneyPls
·2021-12-01
Short airline stocks right now!!
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Gt
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katzkie
·2021-12-01
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The big short
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Ahleepapa
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Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs","media":"MarketWatch","content":"<div>\n<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.\nBut the oil market has priced in a far ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page\">网页链接</a>\n\n</div>\n","source":"lsy1603348471595","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 19:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.\nBut the oil market has priced in a far ...</p>\n\n<a href=\"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4127","symbol_name":"投资银行业与经纪业","start_time":0,"source_url":"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page","article_id":"2188552948","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2188552948","pubTimestamp":1638357424,"columns":[],"sourceInfo":{"source_id":"lsy1603348471595","name":"MarketWatch"},"weMediaInfo":null,"summary":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery o","collect":0,"end_time":0,"defaultTopTitle":"marketwatch.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4127":"投资银行业与经纪业","BK4552":"Archegos爆仓风波概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","GS":"高盛","BK4550":"红杉资本持仓"},"translate_title":"有点过分？高盛说，石油交易商已经定价全球航空旅行将停止三个月","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GS":0.9},"content_text":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.\nBut the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.\nThat's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.\nNot surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.\n\"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.\nCrude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.\nNatural-gas futures , by contrast, fell 4%.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":603947194,"gmtCreate":1638358770600,"gmtModify":1638358771154,"author":{"id":"3577168442576973","authorId":"3577168442576973","name":"NeedMoneyPls","avatar":"https://static.tigerbbs.com/ae9445a785e57d1d8607eb2ae0dde618","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3577168442576973","idStr":"3577168442576973"},"htmlText":"Short airline stocks right now!!","listText":"Short airline stocks right now!!","text":"Short airline stocks right now!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603947194","repostId":2188552948,"repostType":4,"repost":{"id":"2188552948","kind":"highlight","pubTimestamp":1638357424,"share":"https://www.laohu8.com/m/news/2188552948?lang=zh_CN&edition=full","pubTime":"2021-12-01 19:17","market":"fut","language":"en","title":"A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2188552948","media":"MarketWatch","summary":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery o","content":"<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.</p><p><blockquote>面对新的、传染性可能更强的冠状病毒变种的发现，日本、以色列和摩洛哥都实施了国际旅行禁令。</blockquote></p><p> But the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.</p><p><blockquote>但石油市场已经消化了航空旅行大幅减少的情况。高盛（Goldman Sachs）策略师表示，市场已经消化了他们所说的未来三个月石油需求每天将大幅减少700万桶的情况，而欧佩克+石油卡特尔的产量没有抵消反应。</blockquote></p><p> That's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.</p><p><blockquote>达米安·库尔瓦林(Damien Courvalin)领导的分析师表示，这相当于“三个月内没有一架飞机环游世界”。这也相当于在导致COVID-19的新型冠状病毒首次开始影响中国以外的国家后不久，封锁强度只有2020年第二季度的一半。</blockquote></p><p> Not surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.</p><p><blockquote>毫不奇怪，这些分析师认为这种反应过度了。他们的观点是，新的变体，加上全球储备的释放，意味着未来几个月每桶85美元的预测仅下跌5美元。</blockquote></p><p> \"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.</p><p><blockquote>“事实上，由于伊朗谈判缺乏进展（我们原本预计供应将从2022年第二季度开始增加），仍有可能抵消看涨事态发展。OPEC+在周四召开会议时将增产冻结一个月，以及事实上，在基本情景中，目前天然气到石油替代的增加实际上可以抵消这种新冠病毒变种和SPR发布的综合负面影响的近一半，”他们表示。</blockquote></p><p> Crude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.</p><p><blockquote>原油期货周三上午上涨近3美元/桶，但仍低于70美元，本月早些时候曾高达84.97美元。</blockquote></p><p> Natural-gas futures , by contrast, fell 4%.</p><p><blockquote>相比之下，天然气期货下跌4%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-01 19:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.</p><p><blockquote>面对新的、传染性可能更强的冠状病毒变种的发现，日本、以色列和摩洛哥都实施了国际旅行禁令。</blockquote></p><p> But the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.</p><p><blockquote>但石油市场已经消化了航空旅行大幅减少的情况。高盛（Goldman Sachs）策略师表示，市场已经消化了他们所说的未来三个月石油需求每天将大幅减少700万桶的情况，而欧佩克+石油卡特尔的产量没有抵消反应。</blockquote></p><p> That's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.</p><p><blockquote>达米安·库尔瓦林(Damien Courvalin)领导的分析师表示，这相当于“三个月内没有一架飞机环游世界”。这也相当于在导致COVID-19的新型冠状病毒首次开始影响中国以外的国家后不久，封锁强度只有2020年第二季度的一半。</blockquote></p><p> Not surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.</p><p><blockquote>毫不奇怪，这些分析师认为这种反应过度了。他们的观点是，新的变体，加上全球储备的释放，意味着未来几个月每桶85美元的预测仅下跌5美元。</blockquote></p><p> \"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.</p><p><blockquote>“事实上，由于伊朗谈判缺乏进展（我们原本预计供应将从2022年第二季度开始增加），仍有可能抵消看涨事态发展。OPEC+在周四召开会议时将增产冻结一个月，以及事实上，在基本情景中，目前天然气到石油替代的增加实际上可以抵消这种新冠病毒变种和SPR发布的综合负面影响的近一半，”他们表示。</blockquote></p><p> Crude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.</p><p><blockquote>原油期货周三上午上涨近3美元/桶，但仍低于70美元，本月早些时候曾高达84.97美元。</blockquote></p><p> Natural-gas futures , by contrast, fell 4%.</p><p><blockquote>相比之下，天然气期货下跌4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4127":"投资银行业与经纪业","BK4552":"Archegos爆仓风波概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","GS":"高盛","BK4550":"红杉资本持仓"},"source_url":"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188552948","content_text":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.\nBut the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.\nThat's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.\nNot surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.\n\"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.\nCrude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.\nNatural-gas futures , by contrast, fell 4%.","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":603942446,"gmtCreate":1638358412431,"gmtModify":1638358412794,"author":{"id":"3581652492343111","authorId":"3581652492343111","name":"Jingsheng","avatar":"https://static.tigerbbs.com/d68556e9b3ad919be12a1f91d38588ac","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3581652492343111","idStr":"3581652492343111"},"htmlText":"Gt","listText":"Gt","text":"Gt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603942446","repostId":2188552948,"repostType":4,"repost":{"id":"2188552948","kind":"highlight","pubTimestamp":1638357424,"share":"https://www.laohu8.com/m/news/2188552948?lang=zh_CN&edition=full","pubTime":"2021-12-01 19:17","market":"fut","language":"en","title":"A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2188552948","media":"MarketWatch","summary":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery o","content":"<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.</p><p><blockquote>面对新的、传染性可能更强的冠状病毒变种的发现，日本、以色列和摩洛哥都实施了国际旅行禁令。</blockquote></p><p> But the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.</p><p><blockquote>但石油市场已经消化了航空旅行大幅减少的情况。高盛（Goldman Sachs）策略师表示，市场已经消化了他们所说的未来三个月石油需求每天将大幅减少700万桶的情况，而欧佩克+石油卡特尔的产量没有抵消反应。</blockquote></p><p> That's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.</p><p><blockquote>达米安·库尔瓦林(Damien Courvalin)领导的分析师表示，这相当于“三个月内没有一架飞机环游世界”。这也相当于在导致COVID-19的新型冠状病毒首次开始影响中国以外的国家后不久，封锁强度只有2020年第二季度的一半。</blockquote></p><p> Not surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.</p><p><blockquote>毫不奇怪，这些分析师认为这种反应过度了。他们的观点是，新的变体，加上全球储备的释放，意味着未来几个月每桶85美元的预测仅下跌5美元。</blockquote></p><p> \"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.</p><p><blockquote>“事实上，由于伊朗谈判缺乏进展（我们原本预计供应将从2022年第二季度开始增加），仍有可能抵消看涨事态发展。OPEC+在周四召开会议时将增产冻结一个月，以及事实上，在基本情景中，目前天然气到石油替代的增加实际上可以抵消这种新冠病毒变种和SPR发布的综合负面影响的近一半，”他们表示。</blockquote></p><p> Crude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.</p><p><blockquote>原油期货周三上午上涨近3美元/桶，但仍低于70美元，本月早些时候曾高达84.97美元。</blockquote></p><p> Natural-gas futures , by contrast, fell 4%.</p><p><blockquote>相比之下，天然气期货下跌4%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-01 19:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.</p><p><blockquote>面对新的、传染性可能更强的冠状病毒变种的发现，日本、以色列和摩洛哥都实施了国际旅行禁令。</blockquote></p><p> But the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.</p><p><blockquote>但石油市场已经消化了航空旅行大幅减少的情况。高盛（Goldman Sachs）策略师表示，市场已经消化了他们所说的未来三个月石油需求每天将大幅减少700万桶的情况，而欧佩克+石油卡特尔的产量没有抵消反应。</blockquote></p><p> That's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.</p><p><blockquote>达米安·库尔瓦林(Damien Courvalin)领导的分析师表示，这相当于“三个月内没有一架飞机环游世界”。这也相当于在导致COVID-19的新型冠状病毒首次开始影响中国以外的国家后不久，封锁强度只有2020年第二季度的一半。</blockquote></p><p> Not surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.</p><p><blockquote>毫不奇怪，这些分析师认为这种反应过度了。他们的观点是，新的变体，加上全球储备的释放，意味着未来几个月每桶85美元的预测仅下跌5美元。</blockquote></p><p> \"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.</p><p><blockquote>“事实上，由于伊朗谈判缺乏进展（我们原本预计供应将从2022年第二季度开始增加），仍有可能抵消看涨事态发展。OPEC+在周四召开会议时将增产冻结一个月，以及事实上，在基本情景中，目前天然气到石油替代的增加实际上可以抵消这种新冠病毒变种和SPR发布的综合负面影响的近一半，”他们表示。</blockquote></p><p> Crude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.</p><p><blockquote>原油期货周三上午上涨近3美元/桶，但仍低于70美元，本月早些时候曾高达84.97美元。</blockquote></p><p> Natural-gas futures , by contrast, fell 4%.</p><p><blockquote>相比之下，天然气期货下跌4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4127":"投资银行业与经纪业","BK4552":"Archegos爆仓风波概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","GS":"高盛","BK4550":"红杉资本持仓"},"source_url":"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188552948","content_text":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.\nBut the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.\nThat's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.\nNot surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.\n\"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.\nCrude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.\nNatural-gas futures , by contrast, fell 4%.","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":603942541,"gmtCreate":1638358395174,"gmtModify":1638358395494,"author":{"id":"3576306005094300","authorId":"3576306005094300","name":"SimonGoh","avatar":"https://static.tigerbbs.com/73b898c8aede2bc74299e222da0c4a75","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3576306005094300","idStr":"3576306005094300"},"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603942541","repostId":2188552948,"repostType":4,"repost":{"id":"2188552948","kind":"highlight","pubTimestamp":1638357424,"share":"https://www.laohu8.com/m/news/2188552948?lang=zh_CN&edition=full","pubTime":"2021-12-01 19:17","market":"fut","language":"en","title":"A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2188552948","media":"MarketWatch","summary":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery o","content":"<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.</p><p><blockquote>面对新的、传染性可能更强的冠状病毒变种的发现，日本、以色列和摩洛哥都实施了国际旅行禁令。</blockquote></p><p> But the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.</p><p><blockquote>但石油市场已经消化了航空旅行大幅减少的情况。高盛（Goldman Sachs）策略师表示，市场已经消化了他们所说的未来三个月石油需求每天将大幅减少700万桶的情况，而欧佩克+石油卡特尔的产量没有抵消反应。</blockquote></p><p> That's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.</p><p><blockquote>达米安·库尔瓦林(Damien Courvalin)领导的分析师表示，这相当于“三个月内没有一架飞机环游世界”。这也相当于在导致COVID-19的新型冠状病毒首次开始影响中国以外的国家后不久，封锁强度只有2020年第二季度的一半。</blockquote></p><p> Not surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.</p><p><blockquote>毫不奇怪，这些分析师认为这种反应过度了。他们的观点是，新的变体，加上全球储备的释放，意味着未来几个月每桶85美元的预测仅下跌5美元。</blockquote></p><p> \"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.</p><p><blockquote>“事实上，由于伊朗谈判缺乏进展（我们原本预计供应将从2022年第二季度开始增加），仍有可能抵消看涨事态发展。OPEC+在周四召开会议时将增产冻结一个月，以及事实上，在基本情景中，目前天然气到石油替代的增加实际上可以抵消这种新冠病毒变种和SPR发布的综合负面影响的近一半，”他们表示。</blockquote></p><p> Crude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.</p><p><blockquote>原油期货周三上午上涨近3美元/桶，但仍低于70美元，本月早些时候曾高达84.97美元。</blockquote></p><p> Natural-gas futures , by contrast, fell 4%.</p><p><blockquote>相比之下，天然气期货下跌4%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-01 19:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.</p><p><blockquote>面对新的、传染性可能更强的冠状病毒变种的发现，日本、以色列和摩洛哥都实施了国际旅行禁令。</blockquote></p><p> But the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.</p><p><blockquote>但石油市场已经消化了航空旅行大幅减少的情况。高盛（Goldman Sachs）策略师表示，市场已经消化了他们所说的未来三个月石油需求每天将大幅减少700万桶的情况，而欧佩克+石油卡特尔的产量没有抵消反应。</blockquote></p><p> That's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.</p><p><blockquote>达米安·库尔瓦林(Damien Courvalin)领导的分析师表示，这相当于“三个月内没有一架飞机环游世界”。这也相当于在导致COVID-19的新型冠状病毒首次开始影响中国以外的国家后不久，封锁强度只有2020年第二季度的一半。</blockquote></p><p> Not surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.</p><p><blockquote>毫不奇怪，这些分析师认为这种反应过度了。他们的观点是，新的变体，加上全球储备的释放，意味着未来几个月每桶85美元的预测仅下跌5美元。</blockquote></p><p> \"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.</p><p><blockquote>“事实上，由于伊朗谈判缺乏进展（我们原本预计供应将从2022年第二季度开始增加），仍有可能抵消看涨事态发展。OPEC+在周四召开会议时将增产冻结一个月，以及事实上，在基本情景中，目前天然气到石油替代的增加实际上可以抵消这种新冠病毒变种和SPR发布的综合负面影响的近一半，”他们表示。</blockquote></p><p> Crude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.</p><p><blockquote>原油期货周三上午上涨近3美元/桶，但仍低于70美元，本月早些时候曾高达84.97美元。</blockquote></p><p> Natural-gas futures , by contrast, fell 4%.</p><p><blockquote>相比之下，天然气期货下跌4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4127":"投资银行业与经纪业","BK4552":"Archegos爆仓风波概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","GS":"高盛","BK4550":"红杉资本持仓"},"source_url":"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188552948","content_text":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.\nBut the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.\nThat's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.\nNot surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.\n\"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.\nCrude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.\nNatural-gas futures , by contrast, fell 4%.","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6799138,"gmtCreate":1638358402548,"gmtModify":1638358402643,"authorId":3576306005094300,"author":{"id":3576306005094300,"idStr":"3576306005094300","authorId":3576306005094300,"name":"SimonGoh","avatar":"https://static.tigerbbs.com/73b898c8aede2bc74299e222da0c4a75","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":603942541,"type":1,"supId":0,"prevId":0,"content":"...","text":"...","html":"..."}],"langContent":"CN"},{"id":603948688,"gmtCreate":1638358043199,"gmtModify":1638358275199,"author":{"id":"3584865393434866","authorId":"3584865393434866","name":"60ddaf62","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3584865393434866","idStr":"3584865393434866"},"htmlText":"Like and comment&nbsp;","listText":"Like and comment&nbsp;","text":"Like and comment","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/603948688","repostId":2188552948,"repostType":4,"repost":{"id":"2188552948","kind":"highlight","pubTimestamp":1638357424,"share":"https://www.laohu8.com/m/news/2188552948?lang=zh_CN&edition=full","pubTime":"2021-12-01 19:17","market":"fut","language":"en","title":"A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2188552948","media":"MarketWatch","summary":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery o","content":"<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.</p><p><blockquote>面对新的、传染性可能更强的冠状病毒变种的发现，日本、以色列和摩洛哥都实施了国际旅行禁令。</blockquote></p><p> But the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.</p><p><blockquote>但石油市场已经消化了航空旅行大幅减少的情况。高盛（Goldman Sachs）策略师表示，市场已经消化了他们所说的未来三个月石油需求每天将大幅减少700万桶的情况，而欧佩克+石油卡特尔的产量没有抵消反应。</blockquote></p><p> That's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.</p><p><blockquote>达米安·库尔瓦林(Damien Courvalin)领导的分析师表示，这相当于“三个月内没有一架飞机环游世界”。这也相当于在导致COVID-19的新型冠状病毒首次开始影响中国以外的国家后不久，封锁强度只有2020年第二季度的一半。</blockquote></p><p> Not surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.</p><p><blockquote>毫不奇怪，这些分析师认为这种反应过度了。他们的观点是，新的变体，加上全球储备的释放，意味着未来几个月每桶85美元的预测仅下跌5美元。</blockquote></p><p> \"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.</p><p><blockquote>“事实上，由于伊朗谈判缺乏进展（我们原本预计供应将从2022年第二季度开始增加），仍有可能抵消看涨事态发展。OPEC+在周四召开会议时将增产冻结一个月，以及事实上，在基本情景中，目前天然气到石油替代的增加实际上可以抵消这种新冠病毒变种和SPR发布的综合负面影响的近一半，”他们表示。</blockquote></p><p> Crude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.</p><p><blockquote>原油期货周三上午上涨近3美元/桶，但仍低于70美元，本月早些时候曾高达84.97美元。</blockquote></p><p> Natural-gas futures , by contrast, fell 4%.</p><p><blockquote>相比之下，天然气期货下跌4%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-01 19:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.</p><p><blockquote>面对新的、传染性可能更强的冠状病毒变种的发现，日本、以色列和摩洛哥都实施了国际旅行禁令。</blockquote></p><p> But the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.</p><p><blockquote>但石油市场已经消化了航空旅行大幅减少的情况。高盛（Goldman Sachs）策略师表示，市场已经消化了他们所说的未来三个月石油需求每天将大幅减少700万桶的情况，而欧佩克+石油卡特尔的产量没有抵消反应。</blockquote></p><p> That's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.</p><p><blockquote>达米安·库尔瓦林(Damien Courvalin)领导的分析师表示，这相当于“三个月内没有一架飞机环游世界”。这也相当于在导致COVID-19的新型冠状病毒首次开始影响中国以外的国家后不久，封锁强度只有2020年第二季度的一半。</blockquote></p><p> Not surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.</p><p><blockquote>毫不奇怪，这些分析师认为这种反应过度了。他们的观点是，新的变体，加上全球储备的释放，意味着未来几个月每桶85美元的预测仅下跌5美元。</blockquote></p><p> \"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.</p><p><blockquote>“事实上，由于伊朗谈判缺乏进展（我们原本预计供应将从2022年第二季度开始增加），仍有可能抵消看涨事态发展。OPEC+在周四召开会议时将增产冻结一个月，以及事实上，在基本情景中，目前天然气到石油替代的增加实际上可以抵消这种新冠病毒变种和SPR发布的综合负面影响的近一半，”他们表示。</blockquote></p><p> Crude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.</p><p><blockquote>原油期货周三上午上涨近3美元/桶，但仍低于70美元，本月早些时候曾高达84.97美元。</blockquote></p><p> Natural-gas futures , by contrast, fell 4%.</p><p><blockquote>相比之下，天然气期货下跌4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4127":"投资银行业与经纪业","BK4552":"Archegos爆仓风波概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","GS":"高盛","BK4550":"红杉资本持仓"},"source_url":"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188552948","content_text":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.\nBut the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.\nThat's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.\nNot surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.\n\"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.\nCrude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.\nNatural-gas futures , by contrast, fell 4%.","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6799111,"gmtCreate":1638358275135,"gmtModify":1638358275225,"authorId":3584865393434866,"author":{"id":3584865393434866,"idStr":"3584865393434866","authorId":3584865393434866,"name":"60ddaf62","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":603948688,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":6799109,"gmtCreate":1638358262316,"gmtModify":1638358262397,"authorId":3584865393434866,"author":{"id":3584865393434866,"idStr":"3584865393434866","authorId":3584865393434866,"name":"60ddaf62","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":603948688,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":6799108,"gmtCreate":1638358260322,"gmtModify":1638358260411,"authorId":3581921108389483,"author":{"id":3581921108389483,"idStr":"3581921108389483","authorId":3581921108389483,"name":"2e9535b2","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":603948688,"type":1,"supId":0,"prevId":0,"content":"😅😊","text":"😅😊","html":"😅😊"},{"id":6799107,"gmtCreate":1638358249259,"gmtModify":1638358249287,"authorId":3584865393434866,"author":{"id":3584865393434866,"idStr":"3584865393434866","authorId":3584865393434866,"name":"60ddaf62","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":603948688,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":6799104,"gmtCreate":1638358245493,"gmtModify":1638358245666,"authorId":3581921108389483,"author":{"id":3581921108389483,"idStr":"3581921108389483","authorId":3581921108389483,"name":"2e9535b2","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":603948688,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"CN"},{"id":603948991,"gmtCreate":1638358001846,"gmtModify":1638358001928,"author":{"id":"4100839201174830","authorId":"4100839201174830","name":"katzkie","avatar":"https://static.tigerbbs.com/26d7196486e37e1d51f3e1068c72ef51","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4100839201174830","idStr":"4100839201174830"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603948991","repostId":2188552948,"repostType":4,"repost":{"id":"2188552948","kind":"highlight","pubTimestamp":1638357424,"share":"https://www.laohu8.com/m/news/2188552948?lang=zh_CN&edition=full","pubTime":"2021-12-01 19:17","market":"fut","language":"en","title":"A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2188552948","media":"MarketWatch","summary":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery o","content":"<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.</p><p><blockquote>面对新的、传染性可能更强的冠状病毒变种的发现，日本、以色列和摩洛哥都实施了国际旅行禁令。</blockquote></p><p> But the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.</p><p><blockquote>但石油市场已经消化了航空旅行大幅减少的情况。高盛（Goldman Sachs）策略师表示，市场已经消化了他们所说的未来三个月石油需求每天将大幅减少700万桶的情况，而欧佩克+石油卡特尔的产量没有抵消反应。</blockquote></p><p> That's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.</p><p><blockquote>达米安·库尔瓦林(Damien Courvalin)领导的分析师表示，这相当于“三个月内没有一架飞机环游世界”。这也相当于在导致COVID-19的新型冠状病毒首次开始影响中国以外的国家后不久，封锁强度只有2020年第二季度的一半。</blockquote></p><p> Not surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.</p><p><blockquote>毫不奇怪，这些分析师认为这种反应过度了。他们的观点是，新的变体，加上全球储备的释放，意味着未来几个月每桶85美元的预测仅下跌5美元。</blockquote></p><p> \"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.</p><p><blockquote>“事实上，由于伊朗谈判缺乏进展（我们原本预计供应将从2022年第二季度开始增加），仍有可能抵消看涨事态发展。OPEC+在周四召开会议时将增产冻结一个月，以及事实上，在基本情景中，目前天然气到石油替代的增加实际上可以抵消这种新冠病毒变种和SPR发布的综合负面影响的近一半，”他们表示。</blockquote></p><p> Crude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.</p><p><blockquote>原油期货周三上午上涨近3美元/桶，但仍低于70美元，本月早些时候曾高达84.97美元。</blockquote></p><p> Natural-gas futures , by contrast, fell 4%.</p><p><blockquote>相比之下，天然气期货下跌4%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-01 19:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.</p><p><blockquote>面对新的、传染性可能更强的冠状病毒变种的发现，日本、以色列和摩洛哥都实施了国际旅行禁令。</blockquote></p><p> But the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.</p><p><blockquote>但石油市场已经消化了航空旅行大幅减少的情况。高盛（Goldman Sachs）策略师表示，市场已经消化了他们所说的未来三个月石油需求每天将大幅减少700万桶的情况，而欧佩克+石油卡特尔的产量没有抵消反应。</blockquote></p><p> That's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.</p><p><blockquote>达米安·库尔瓦林(Damien Courvalin)领导的分析师表示，这相当于“三个月内没有一架飞机环游世界”。这也相当于在导致COVID-19的新型冠状病毒首次开始影响中国以外的国家后不久，封锁强度只有2020年第二季度的一半。</blockquote></p><p> Not surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.</p><p><blockquote>毫不奇怪，这些分析师认为这种反应过度了。他们的观点是，新的变体，加上全球储备的释放，意味着未来几个月每桶85美元的预测仅下跌5美元。</blockquote></p><p> \"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.</p><p><blockquote>“事实上，由于伊朗谈判缺乏进展（我们原本预计供应将从2022年第二季度开始增加），仍有可能抵消看涨事态发展。OPEC+在周四召开会议时将增产冻结一个月，以及事实上，在基本情景中，目前天然气到石油替代的增加实际上可以抵消这种新冠病毒变种和SPR发布的综合负面影响的近一半，”他们表示。</blockquote></p><p> Crude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.</p><p><blockquote>原油期货周三上午上涨近3美元/桶，但仍低于70美元，本月早些时候曾高达84.97美元。</blockquote></p><p> Natural-gas futures , by contrast, fell 4%.</p><p><blockquote>相比之下，天然气期货下跌4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4127":"投资银行业与经纪业","BK4552":"Archegos爆仓风波概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","GS":"高盛","BK4550":"红杉资本持仓"},"source_url":"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188552948","content_text":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.\nBut the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.\nThat's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.\nNot surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.\n\"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.\nCrude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.\nNatural-gas futures , by contrast, fell 4%.","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6799060,"gmtCreate":1638358038388,"gmtModify":1638358038421,"authorId":3562921834163798,"author":{"id":3562921834163798,"idStr":"3562921834163798","authorId":3562921834163798,"name":"ILFTS","avatar":"https://static.tigerbbs.com/4e8eb567072e2b7f82acb5ce6ecab099","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":603948991,"type":1,"supId":0,"prevId":0,"content":"Like please ","text":"Like please ","html":"Like please "}],"langContent":"CN"},{"id":603943786,"gmtCreate":1638357872973,"gmtModify":1638357873355,"author":{"id":"3585830139314556","authorId":"3585830139314556","name":"ahleemama","avatar":"https://static.tigerbbs.com/9e5556ad29b085a364d6ea7d326015c1","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3585830139314556","idStr":"3585830139314556"},"htmlText":"The big short","listText":"The big short","text":"The big short","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603943786","repostId":2188552948,"repostType":4,"repost":{"id":"2188552948","kind":"highlight","pubTimestamp":1638357424,"share":"https://www.laohu8.com/m/news/2188552948?lang=zh_CN&edition=full","pubTime":"2021-12-01 19:17","market":"fut","language":"en","title":"A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2188552948","media":"MarketWatch","summary":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery o","content":"<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.</p><p><blockquote>面对新的、传染性可能更强的冠状病毒变种的发现，日本、以色列和摩洛哥都实施了国际旅行禁令。</blockquote></p><p> But the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.</p><p><blockquote>但石油市场已经消化了航空旅行大幅减少的情况。高盛（Goldman Sachs）策略师表示，市场已经消化了他们所说的未来三个月石油需求每天将大幅减少700万桶的情况，而欧佩克+石油卡特尔的产量没有抵消反应。</blockquote></p><p> That's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.</p><p><blockquote>达米安·库尔瓦林(Damien Courvalin)领导的分析师表示，这相当于“三个月内没有一架飞机环游世界”。这也相当于在导致COVID-19的新型冠状病毒首次开始影响中国以外的国家后不久，封锁强度只有2020年第二季度的一半。</blockquote></p><p> Not surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.</p><p><blockquote>毫不奇怪，这些分析师认为这种反应过度了。他们的观点是，新的变体，加上全球储备的释放，意味着未来几个月每桶85美元的预测仅下跌5美元。</blockquote></p><p> \"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.</p><p><blockquote>“事实上，由于伊朗谈判缺乏进展（我们原本预计供应将从2022年第二季度开始增加），仍有可能抵消看涨事态发展。OPEC+在周四召开会议时将增产冻结一个月，以及事实上，在基本情景中，目前天然气到石油替代的增加实际上可以抵消这种新冠病毒变种和SPR发布的综合负面影响的近一半，”他们表示。</blockquote></p><p> Crude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.</p><p><blockquote>原油期货周三上午上涨近3美元/桶，但仍低于70美元，本月早些时候曾高达84.97美元。</blockquote></p><p> Natural-gas futures , by contrast, fell 4%.</p><p><blockquote>相比之下，天然气期货下跌4%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-01 19:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.</p><p><blockquote>面对新的、传染性可能更强的冠状病毒变种的发现，日本、以色列和摩洛哥都实施了国际旅行禁令。</blockquote></p><p> But the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.</p><p><blockquote>但石油市场已经消化了航空旅行大幅减少的情况。高盛（Goldman Sachs）策略师表示，市场已经消化了他们所说的未来三个月石油需求每天将大幅减少700万桶的情况，而欧佩克+石油卡特尔的产量没有抵消反应。</blockquote></p><p> That's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.</p><p><blockquote>达米安·库尔瓦林(Damien Courvalin)领导的分析师表示，这相当于“三个月内没有一架飞机环游世界”。这也相当于在导致COVID-19的新型冠状病毒首次开始影响中国以外的国家后不久，封锁强度只有2020年第二季度的一半。</blockquote></p><p> Not surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.</p><p><blockquote>毫不奇怪，这些分析师认为这种反应过度了。他们的观点是，新的变体，加上全球储备的释放，意味着未来几个月每桶85美元的预测仅下跌5美元。</blockquote></p><p> \"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.</p><p><blockquote>“事实上，由于伊朗谈判缺乏进展（我们原本预计供应将从2022年第二季度开始增加），仍有可能抵消看涨事态发展。OPEC+在周四召开会议时将增产冻结一个月，以及事实上，在基本情景中，目前天然气到石油替代的增加实际上可以抵消这种新冠病毒变种和SPR发布的综合负面影响的近一半，”他们表示。</blockquote></p><p> Crude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.</p><p><blockquote>原油期货周三上午上涨近3美元/桶，但仍低于70美元，本月早些时候曾高达84.97美元。</blockquote></p><p> Natural-gas futures , by contrast, fell 4%.</p><p><blockquote>相比之下，天然气期货下跌4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4127":"投资银行业与经纪业","BK4552":"Archegos爆仓风波概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","GS":"高盛","BK4550":"红杉资本持仓"},"source_url":"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188552948","content_text":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.\nBut the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.\nThat's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.\nNot surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.\n\"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.\nCrude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.\nNatural-gas futures , by contrast, fell 4%.","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6799105,"gmtCreate":1638358245771,"gmtModify":1638358245857,"authorId":3549509156546809,"author":{"id":3549509156546809,"idStr":"3549509156546809","authorId":3549509156546809,"name":"HR88","avatar":"https://static.tigerbbs.com/4eb8a4ecd0e10d3afb2c7b4d99e2eb6a","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":603943786,"type":1,"supId":0,"prevId":0,"content":".","text":".","html":"."}],"langContent":"CN"},{"id":603949023,"gmtCreate":1638357690663,"gmtModify":1638357691127,"author":{"id":"3585038405943602","authorId":"3585038405943602","name":"Ahleepapa","avatar":"https://static.tigerbbs.com/dcc1fea9c38112b58c68a2d96017330b","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3585038405943602","idStr":"3585038405943602"},"htmlText":"SHORT","listText":"SHORT","text":"SHORT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603949023","repostId":2188552948,"repostType":4,"repost":{"id":"2188552948","kind":"highlight","pubTimestamp":1638357424,"share":"https://www.laohu8.com/m/news/2188552948?lang=zh_CN&edition=full","pubTime":"2021-12-01 19:17","market":"fut","language":"en","title":"A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2188552948","media":"MarketWatch","summary":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery o","content":"<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.</p><p><blockquote>面对新的、传染性可能更强的冠状病毒变种的发现，日本、以色列和摩洛哥都实施了国际旅行禁令。</blockquote></p><p> But the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.</p><p><blockquote>但石油市场已经消化了航空旅行大幅减少的情况。高盛（Goldman Sachs）策略师表示，市场已经消化了他们所说的未来三个月石油需求每天将大幅减少700万桶的情况，而欧佩克+石油卡特尔的产量没有抵消反应。</blockquote></p><p> That's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.</p><p><blockquote>达米安·库尔瓦林(Damien Courvalin)领导的分析师表示，这相当于“三个月内没有一架飞机环游世界”。这也相当于在导致COVID-19的新型冠状病毒首次开始影响中国以外的国家后不久，封锁强度只有2020年第二季度的一半。</blockquote></p><p> Not surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.</p><p><blockquote>毫不奇怪，这些分析师认为这种反应过度了。他们的观点是，新的变体，加上全球储备的释放，意味着未来几个月每桶85美元的预测仅下跌5美元。</blockquote></p><p> \"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.</p><p><blockquote>“事实上，由于伊朗谈判缺乏进展（我们原本预计供应将从2022年第二季度开始增加），仍有可能抵消看涨事态发展。OPEC+在周四召开会议时将增产冻结一个月，以及事实上，在基本情景中，目前天然气到石油替代的增加实际上可以抵消这种新冠病毒变种和SPR发布的综合负面影响的近一半，”他们表示。</blockquote></p><p> Crude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.</p><p><blockquote>原油期货周三上午上涨近3美元/桶，但仍低于70美元，本月早些时候曾高达84.97美元。</blockquote></p><p> Natural-gas futures , by contrast, fell 4%.</p><p><blockquote>相比之下，天然气期货下跌4%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-01 19:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.</p><p><blockquote>面对新的、传染性可能更强的冠状病毒变种的发现，日本、以色列和摩洛哥都实施了国际旅行禁令。</blockquote></p><p> But the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.</p><p><blockquote>但石油市场已经消化了航空旅行大幅减少的情况。高盛（Goldman Sachs）策略师表示，市场已经消化了他们所说的未来三个月石油需求每天将大幅减少700万桶的情况，而欧佩克+石油卡特尔的产量没有抵消反应。</blockquote></p><p> That's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.</p><p><blockquote>达米安·库尔瓦林(Damien Courvalin)领导的分析师表示，这相当于“三个月内没有一架飞机环游世界”。这也相当于在导致COVID-19的新型冠状病毒首次开始影响中国以外的国家后不久，封锁强度只有2020年第二季度的一半。</blockquote></p><p> Not surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.</p><p><blockquote>毫不奇怪，这些分析师认为这种反应过度了。他们的观点是，新的变体，加上全球储备的释放，意味着未来几个月每桶85美元的预测仅下跌5美元。</blockquote></p><p> \"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.</p><p><blockquote>“事实上，由于伊朗谈判缺乏进展（我们原本预计供应将从2022年第二季度开始增加），仍有可能抵消看涨事态发展。OPEC+在周四召开会议时将增产冻结一个月，以及事实上，在基本情景中，目前天然气到石油替代的增加实际上可以抵消这种新冠病毒变种和SPR发布的综合负面影响的近一半，”他们表示。</blockquote></p><p> Crude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.</p><p><blockquote>原油期货周三上午上涨近3美元/桶，但仍低于70美元，本月早些时候曾高达84.97美元。</blockquote></p><p> Natural-gas futures , by contrast, fell 4%.</p><p><blockquote>相比之下，天然气期货下跌4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4127":"投资银行业与经纪业","BK4552":"Archegos爆仓风波概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","GS":"高盛","BK4550":"红杉资本持仓"},"source_url":"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188552948","content_text":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.\nBut the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.\nThat's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.\nNot surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.\n\"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.\nCrude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.\nNatural-gas futures , by contrast, fell 4%.","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":603940570,"gmtCreate":1638357660772,"gmtModify":1638357661016,"author":{"id":"4088106994951330","authorId":"4088106994951330","name":"Yaolong","avatar":"https://static.tigerbbs.com/16d17439f788a0c1c8f4f304ba31963b","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4088106994951330","idStr":"4088106994951330"},"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603940570","repostId":2188552948,"repostType":4,"repost":{"id":"2188552948","kind":"highlight","pubTimestamp":1638357424,"share":"https://www.laohu8.com/m/news/2188552948?lang=zh_CN&edition=full","pubTime":"2021-12-01 19:17","market":"fut","language":"en","title":"A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2188552948","media":"MarketWatch","summary":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery o","content":"<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.</p><p><blockquote>面对新的、传染性可能更强的冠状病毒变种的发现，日本、以色列和摩洛哥都实施了国际旅行禁令。</blockquote></p><p> But the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.</p><p><blockquote>但石油市场已经消化了航空旅行大幅减少的情况。高盛（Goldman Sachs）策略师表示，市场已经消化了他们所说的未来三个月石油需求每天将大幅减少700万桶的情况，而欧佩克+石油卡特尔的产量没有抵消反应。</blockquote></p><p> That's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.</p><p><blockquote>达米安·库尔瓦林(Damien Courvalin)领导的分析师表示，这相当于“三个月内没有一架飞机环游世界”。这也相当于在导致COVID-19的新型冠状病毒首次开始影响中国以外的国家后不久，封锁强度只有2020年第二季度的一半。</blockquote></p><p> Not surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.</p><p><blockquote>毫不奇怪，这些分析师认为这种反应过度了。他们的观点是，新的变体，加上全球储备的释放，意味着未来几个月每桶85美元的预测仅下跌5美元。</blockquote></p><p> \"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.</p><p><blockquote>“事实上，由于伊朗谈判缺乏进展（我们原本预计供应将从2022年第二季度开始增加），仍有可能抵消看涨事态发展。OPEC+在周四召开会议时将增产冻结一个月，以及事实上，在基本情景中，目前天然气到石油替代的增加实际上可以抵消这种新冠病毒变种和SPR发布的综合负面影响的近一半，”他们表示。</blockquote></p><p> Crude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.</p><p><blockquote>原油期货周三上午上涨近3美元/桶，但仍低于70美元，本月早些时候曾高达84.97美元。</blockquote></p><p> Natural-gas futures , by contrast, fell 4%.</p><p><blockquote>相比之下，天然气期货下跌4%。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA bit excessive? Oil traders have priced in a three-month halt to global air travel, says Goldman Sachs<blockquote>有点过分？高盛表示，石油交易商已经消化了全球航空旅行将暂停三个月的价格</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-12-01 19:17</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.</p><p><blockquote>面对新的、传染性可能更强的冠状病毒变种的发现，日本、以色列和摩洛哥都实施了国际旅行禁令。</blockquote></p><p> But the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.</p><p><blockquote>但石油市场已经消化了航空旅行大幅减少的情况。高盛（Goldman Sachs）策略师表示，市场已经消化了他们所说的未来三个月石油需求每天将大幅减少700万桶的情况，而欧佩克+石油卡特尔的产量没有抵消反应。</blockquote></p><p> That's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.</p><p><blockquote>达米安·库尔瓦林(Damien Courvalin)领导的分析师表示，这相当于“三个月内没有一架飞机环游世界”。这也相当于在导致COVID-19的新型冠状病毒首次开始影响中国以外的国家后不久，封锁强度只有2020年第二季度的一半。</blockquote></p><p> Not surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.</p><p><blockquote>毫不奇怪，这些分析师认为这种反应过度了。他们的观点是，新的变体，加上全球储备的释放，意味着未来几个月每桶85美元的预测仅下跌5美元。</blockquote></p><p> \"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.</p><p><blockquote>“事实上，由于伊朗谈判缺乏进展（我们原本预计供应将从2022年第二季度开始增加），仍有可能抵消看涨事态发展。OPEC+在周四召开会议时将增产冻结一个月，以及事实上，在基本情景中，目前天然气到石油替代的增加实际上可以抵消这种新冠病毒变种和SPR发布的综合负面影响的近一半，”他们表示。</blockquote></p><p> Crude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.</p><p><blockquote>原油期货周三上午上涨近3美元/桶，但仍低于70美元，本月早些时候曾高达84.97美元。</blockquote></p><p> Natural-gas futures , by contrast, fell 4%.</p><p><blockquote>相比之下，天然气期货下跌4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4127":"投资银行业与经纪业","BK4552":"Archegos爆仓风波概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4504":"桥水持仓","GS":"高盛","BK4550":"红杉资本持仓"},"source_url":"https://www.marketwatch.com/story/a-bit-excessive-oil-traders-have-priced-in-a-three-month-halt-to-global-air-travel-says-goldman-sachs-11638352176?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188552948","content_text":"Japan, Israel and Morocco have each put a ban on international travel in the face of the discovery of the new, perhaps more contagious variant of coronavirus.\nBut the oil market has priced in a far steeper reduction to air travel. According to strategists at Goldman Sachs, the market has priced in what they say is a mammoth 7 million barrels of oil a day reduction in demand over the next three months, with no offsetting response in production from the OPEC+ oil cartel.\nThat's the equivalent, say analysts led by Damien Courvalin, of \"not a single plane flying around the world for three months.\" It's also equivalent to a lockdown half as intense as the second quarter of 2020, shortly after the new coronavirus that causes COVID-19 first started affecting countries outside of China.\nNot surprisingly, these analysts view the reaction as excessive. Their view is that a new variant, combined with the global release of reserves, represents only a $5 per barrel downside to its $85 forecast for the next few months.\n\"In fact, there's still potential for offsetting bullish developments via the lack of progress in Iranian negotiations (where we had expected a supply ramp up beginning in 2Q22). OPEC+ freezing its production hike for one month when it meets on Thursday as well as the current ramp-up in gas-to-oil substitution could in fact offset nearly half of the combined negative hits of this new COVID variant and SPR releases in the base scenario,\" they said.\nCrude futures rallied nearly $3 per barrel on Wednesday morning but still were trading below $70, after trading as high as $84.97 earlier in the month.\nNatural-gas futures , by contrast, fell 4%.","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6799120,"gmtCreate":1638358309975,"gmtModify":1638358310004,"authorId":3575378956741249,"author":{"id":3575378956741249,"idStr":"3575378956741249","authorId":3575378956741249,"name":"Kiattt","avatar":"https://static.tigerbbs.com/586600416b343f9d9fc7463cf77c2825","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":603940570,"type":1,"supId":0,"prevId":0,"content":"<u>K</u>","text":"<u>K</u>","html":"<u>K</u>"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":42,"commentSize":8,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}