每日新闻更新 — 石油熊市/特朗普瞄准了墨西哥 The Daily Update – Oil bear market / Trump takes aim at Mexico

随着石油储蓄的增长,油价再次面临压力,美国创纪录的石油生产和与日俱增的对全球需求的威胁在可预见的未来将继续推动油价的走低,这不禁加剧了人们对这一局面的恐惧。过去六周原油价格下跌超过20%,因此出现了现在的熊市,在美国能源部对这次近30年来石油库存在一周内创下最大涨幅进行报告之后,过去24小时内油价再次下跌。在撰写本文时,西德克萨斯的交易价格略低于每桶52美元,而在4月底的时候每桶的价格已经超过了66美元。

根据美国能源部的数据,上周商业原油库存增加近700万桶,而与此同时,所有石油库存的储蓄大幅增加,超过了2200万桶,这是1990年以来的最大增幅。这次库存增加的原因是过去几周原油储蓄的激增,目前比去年同期已经增长了11%。自4月初以来,已有将近3400万桶原油加入储蓄。

美国对伊朗原油出口持续实施制裁以及委内瑞拉的局势使得原油生产进一步减产,虽然石油输出国组织在不久前决定限制产量,但所有这一切影响在很大程度上都被美国原油产量的增加所抵消;美国的原油产量增加至近每天1250万桶,再次创造记录。

此外,自由世界的领导人再次瞄准了墨西哥,如果他不能心满意足,最早下周就会开始实施他的关税威胁。他在推特上写道,“与墨西哥的代表在白宫展开的移民讨论今日已经结束。虽说取得了进展,但还不够!5月份,边境逮捕的人数为13.3万人,原因是墨西哥和国会的民主党人拒绝就移民改革做出让步”,他接着说,“明天将恢复与墨西哥的进一步谈判,我的理解是,如果达不成协议,就将在周一开始征收5%的关税 ,并按计划每月递增。关税越高,就会有越来越多的美国公司返回美国”。

最后一点是否正确还值得商榷,但显而易见的是,鉴于数据显未来增长将进一步放缓,全球增长已经面临压力。

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