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杰富瑞:供应负面风险大于预期需求风险

阅读:1042次 日期:2019/05/28

据钻机地带网2019年5月26日休斯顿报道,全球著名投资银行公司杰富瑞公司的股票分析师贾森?甘缪尔透露,杰富瑞公司坚持认为,供应方面的负面风险大于预期的需求风险。

杰富瑞的代表在报告中强调,布伦特原油价格在5月24日结束的那周里下跌了6.6%。

甘缪尔还在研究报告中对最近的OPEC+联合部长级监督委员会(JMMC)会议发表了评论,称会议“没有具体结果”。

甘缪尔在报告中说:“现在看来,6月25/26日的OPEC+会议可能会传递出更接近目标的信息(OPEC+4月份减产协议执行率达到139%)。”

上周,甘缪尔曾表示OPEC+ JMMC会议“应该是平淡无奇”,并指出任何决定都极有可能在6月OPEC+会议上做出。

李峻 编译自 钻机地带

原文如下:

Supply Risks More Material than Demand Risks

Global investment banking firm Jefferies is maintaining that negative supply side risks are more material than perceived demand risks, Jason Gammel, the company’s equity analyst, has revealed.

In the note, the Jefferies representative highlighted that Brent prices were down 6.6 percent this week.

Gammel also commented on the latest OPEC+ joint ministerial monitoring committee’s (JMMC) meeting in the research note, stating that it had “no concrete outcomes”.

“A move towards closer compliance to targets (vs 139 percent OPEC compliance in April) now seems the likely message from the June 25/26 OPEC+ meetings,” Gammel stated in the note.

Last week, Gammel said the OPEC+ JMMC meeting “should be uneventful” and outlined that any decisions would most likely be made at the OPEC+ meetings in June.

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