OPEC会议推迟了，感觉大佬们之间不是很和气啊 wangluhoho 发表于 4/4/2020 9:48:52 AM
好不容易周4,5反弹两天，周一危矣
Oil set to ‘crater’ Monday as OPEC meeting delayed, tensions flare between Saudi Arabia and Russia The virtual meeting between OPEC and its allies scheduled for Monday has been postponed, sources familiar with the matter told CNBC, amid mounting tensions between Saudi Arabia and Russia. The meeting will now “likely” be held on Thursday, sources said. The Monday meeting was set after President Donald Trump said to CNBC on Thursday that he expected Russian President Vladimir Putin and Saudi Crown Prince Mohammed bin Salman to announce a deal to cut production by up to 15 million barrels, and that he had spoken to both countries’ leaders. The delay is likely to hit oil prices next week following a record-setting comeback week for crude. U.S. oil surged 25% on Thursday for its best day on record, and gained another 12% on Friday. It finished the week with a 32% surge, breaking a 5-week losing streak and posting its best weekly performance ever, back to the contract’s inception in 1983. “It’s probably going to crater,” Again Capital’s John Kilduff said. “There was a lot of optimism priced into oil Thursday and Friday. With this new Saudi, Russia spat, it doesn’t look like it’s going to come together.” Despite last week’s surge, West Texas Intermediate crude is still down nearly 40% in the last month on the heels of demand destruction from the coronavirus outbreak, and the price war between Saudi Arabia and Russia. Friday’s jump was fueled by a Reuters report that OPEC+ was contemplating a production cut equivalent to about 10% of world supply, and that Putin said a cut of 10 million barrels a day appeared possible. Both Saudi Arabia and Russia have sought U.S. cooperation in balancing the world oil supply. American drillers are still pumping near record levels as the world is coming to the edge of its ability to store oil. U.S. oil executives met with the president Friday at the White House, and there was speculation he would ask them to cooperate in cuts. No agreement came of the meeting, but Trump did seem to reflect an industry view that market forces should determine prices. “These are great companies and they’ll figure it out,” he said at a White House briefing following his meeting with the energy CEOs. “It’s a free market, they’ll figure it out.” At its March meeting, OPEC proposed cutting production by 1.5 million barrels per day in an effort to combat the demand slowdown, but OPEC-ally Russia rejected the additional cuts. The meeting ended with no agreement, and in retaliation Saudi Arabia slashed its oil prices in an effort to gain market share, and subsequently increased its production to a record high of more than 12 million barrels per day.
现在这个价格连沙特都顶不住，更别说老毛子了。
油股开盘涨了一下而已，其后大都高开低走抹去涨幅。
疫情算得上百年一遇，
谈不谈的成影响不了供需大趋势，
油价大概率还是会跌的重到20或以下
这次美国暴露的问题太多，众目睽睽之下不堪目睹。油价可能继续下跌…… 美国继续被打脸。
虽然我觉得他是想打，但是拿自己的家底赔上，有这么玩的吗？为了让对手死，然后自己先自杀？万一美国政府bail out 呢？白干。还不如让美国加入大家一起减产。而且油价一起来，页岩油还是要再死灰复燃。又不是说死了就永远死了。
好不容易周4,5反弹两天，周一危矣
Oil set to ‘crater’ Monday as OPEC meeting delayed, tensions flare between Saudi Arabia and Russia The virtual meeting between OPEC and its allies scheduled for Monday has been postponed, sources familiar with the matter told CNBC, amid mounting tensions between Saudi Arabia and Russia. The meeting will now “likely” be held on Thursday, sources said.
The Monday meeting was set after President Donald Trump said to CNBC on Thursday that he expected Russian President Vladimir Putin and Saudi Crown Prince Mohammed bin Salman to announce a deal to cut production by up to 15 million barrels, and that he had spoken to both countries’ leaders.
The delay is likely to hit oil prices next week following a record-setting comeback week for crude. U.S. oil surged 25% on Thursday for its best day on record, and gained another 12% on Friday. It finished the week with a 32% surge, breaking a 5-week losing streak and posting its best weekly performance ever, back to the contract’s inception in 1983.
“It’s probably going to crater,” Again Capital’s John Kilduff said. “There was a lot of optimism priced into oil Thursday and Friday. With this new Saudi, Russia spat, it doesn’t look like it’s going to come together.”
Despite last week’s surge, West Texas Intermediate crude is still down nearly 40% in the last month on the heels of demand destruction from the coronavirus outbreak, and the price war between Saudi Arabia and Russia.
Friday’s jump was fueled by a Reuters report that OPEC+ was contemplating a production cut equivalent to about 10% of world supply, and that Putin said a cut of 10 million barrels a day appeared possible.
Both Saudi Arabia and Russia have sought U.S. cooperation in balancing the world oil supply. American drillers are still pumping near record levels as the world is coming to the edge of its ability to store oil.
U.S. oil executives met with the president Friday at the White House, and there was speculation he would ask them to cooperate in cuts. No agreement came of the meeting, but Trump did seem to reflect an industry view that market forces should determine prices.
“These are great companies and they’ll figure it out,” he said at a White House briefing following his meeting with the energy CEOs. “It’s a free market, they’ll figure it out.”
At its March meeting, OPEC proposed cutting production by 1.5 million barrels per day in an effort to combat the demand slowdown, but OPEC-ally Russia rejected the additional cuts. The meeting ended with no agreement, and in retaliation Saudi Arabia slashed its oil prices in an effort to gain market share, and subsequently increased its production to a record high of more than 12 million barrels per day.
又是一个翻墙出来的ID，普京能浇灭美国页岩油？理由呢？
页岩层的石油，需要额外的提炼技术所以成本也比普通石油高一点，一般成本在30美元左右
问题是涨也涨不多
Shale is a boom that will go busted . 美国的大的integrated companies 能survive 说不定还能benefit from 疫情完了后的pent up demand
没卖的下周还有希望跑掉吗
最终结果是普金是赢家，从美国这边得些好处，然后似乎卖美国一个面子和沙特达成deal, 但完成deal后，油价仍然下跌。美国啥也没得到。