據今日油價3月30日報道，隨著WTI原油價格預期會跌破20美元/桶，美國頁巖油前景繼續不被看好。隨著需求繼續萎縮，供應過剩的情況可能會進一步惡化。

3月初，一些預測人士表示，2020年石油需求可能略有下降，每日僅下降22萬桶。一些預測人士則指出，到3月中旬，第二季度石油需求的降幅可能高達1000萬桶/天。幾天后，另一組分析師預計降幅將達1300萬桶-1400萬桶/天。國際能源署上周警告稱，石油需求可能將減少2000萬桶/天。

需求的削減可能還會繼續。周一中午交易時段，油價大幅下跌。

分析師們目前正在關注全球的石油存儲容量，這些容量最多可能在幾周或幾個月內就會被填滿。布倫特原油5月至11月間的期貨溢價已升至每桶13.45美元的創紀錄水平，這反映出供應大量過剩。

高盛(Goldman Sachs)預計，從現在到2020年第二季度，美國石油日產量將減少140萬桶。不過，該銀行說，目前鉆探速度的下降不一定會在今年第三季度前轉化為產量的下降。

但由于供過于求的情況如此嚴重，而且按目前的價格水平，庫存勢必會減少，這意味著價格最終將進一步下跌。

上周，美國鉆井平臺數量減少了44個(40個石油鉆井平臺和4個天然氣鉆井平臺)，為四年來最大降幅。值得注意的是，其中23個鉆井平臺位于二疊紀盆地。

洪偉立 摘譯自 今日油價

原文如下：

Could Oil Really Fall To $0?

The outlook for U.S. shale continues to darken with WTI testing sub-$20 territory. The supply glut could grow worse as the contraction in demand continues to deepen.

In early March, a few forecasters suggested that oil demand may be slightly negative in 2020, dipping by a mere 220,000 bpd. The call was somewhat provocative at the time.

By the middle of the month, some forecasters said the demand hit could be as large as 10 million barrels per day (mb/d) in the second quarter. A few days later, another set of analysts put it at 13-14 mb/d. By last week, the IEA warned demand could fall by 20 mb/d.

The negative revisions could keep on coming. Oil prices dropped sharply during midday trading on Monday.

Analysts are now watching global storage capacity, which could fill up in weeks or months at most. The contango for Brent between May and November has widened to a record $13.45 per barrel, a reflection of the massive short-term glut.

Goldman Sachs sees U.S. oil production falling by 1.4 million barrels per day (mb/d) between now and the second quarter of 2020. However, the bank said that declines from lower drilling rates today wouldn’t necessarily translate into lower production until the third quarter of this year.

But because the glut is so gargantuan, and because storage is set to run low at current prices, that means that prices ultimately have to fall even further.

The U.S. rig count fell by 44 (40 oil rigs and 4 gas rigs) last week, the largest decrease in four years. Notably, the Permian basin accounted for 23 of those rigs.