???? 據今日油價2月23日報道，高盛(Goldman Sachs)現在對油價的看法更為樂觀，預計布倫特(Brent)原油價格將在今年第三季度達到每桶75美元，原因是市場再平衡速度加快、預期石油庫存下降，以及交易員對沖通脹風險。
????Forexlive援引該投行分析師周日的一份報告預測，布蘭特原油價格將在今年第二季度達到每桶70美元，第三季將達到每桶75美元。高盛將第二季度和第三季度的預測上調每桶10美元。
????高盛表示:“由于歐佩克+產量的增加低于我們普遍預期的需求復蘇預期，在預計將是冬季黑暗時期的快速重新平衡之后，今年春季的供應缺口將擴大。”
????分析師指出："我們相信，當前為迎接通貨再膨脹環境而進行的重新調整，將支撐此次額外的升勢。投資者轉向石油，購買滯后的實物資產，這些資產受益于刺激經濟措施推動的復蘇，并顯示出無與倫比的對沖通脹沖擊的能力。"
????高盛預計，庫存減少將導致油價更快、更達幅度的反彈。周一早盤，布倫特原油價格上漲2%，報每桶64.18美元，WTI原油價格再次突破每桶60美元大關口，上漲2.6%，報每桶60.78美元。
????本月初，高盛在一份報告中對石油市場發出了另一個利好消息，稱預計今年8月前全球石油需求將恢復至疫情前的每日1億桶水平。
????根據高盛的數據，2020年第四季度石油市場的供應缺口為230萬桶。由于2021年初的供應仍然緊張，盡管預期需求復蘇緩慢，但近期價格前景光明。
????王佳晶 摘譯自 今日油價
????原文如下：
????Goldman Sachs Sees $75 Oil In Q3 2021
????Goldman Sachs is now even more bullish on oil, expecting Brent Crude prices to hit $75 a barrel in the third quarter this year, on the back of faster market rebalancing, lower expected inventories, and traders hedging against inflation.
????In a note on Sunday, cited by Forexlive, the investment bank’s analysts forecast Brent Crude prices reaching the $70 a barrel mark during the second quarter of this year, and hitting $75 in the third quarter. Goldman Sachs is thus lifting its previous Q2 and Q3 forecasts by $10 per barrel.
????“Faster re-balancing during what was expected to be the dark days of winter will be followed by a widening deficit this spring as the ramp-up in OPEC+ production lags our above-consensus demand recovery forecast,” said Goldman Sachs.
????“We further believe that this additional rally will be supported by the current repositioning for a reflationary environment with investors turning to oil, buying a lagging real asset that benefits from a stimulus-driven recovery and has demonstrated an unmatched ability to hedge against inflation shocks,” the analysts noted.
????Goldman expects the lower inventories will lead to an oil price rally sooner and at higher price levels.
????On Monday morning, Brent Crude prices were up by 2 percent at $64.18 at 9:54 a.m. ET, while WTI Crude again moved above the $60 per barrel mark, having risen 2.6 percent at $60.78.
????Earlier this month, Goldman Sachs had another bullish message for oil markets, saying in a note that it expected global oil demand to recover to pre-pandemic levels of 100 million bpd by August this year.
????According to Goldman, the oil market was in a deficit of 2.3 million bpd in the final quarter of 2020. With supply still tight at the start of 2021, the immediate future for prices is bright despite expectations for a slow demand recovery.
