據6月26日Trend報道，路透社報告顯示，盡管美國部分州疫情激增，且美國原油生產有復蘇跡象，但油價于周五上漲，延續了全球燃料需求復蘇的樂觀情緒。

美國西德克薩斯中質原油期貨CLc1上漲57美分，漲幅為1.5%，至39.29美元/桶，但本周或將小幅下跌。

布倫特原油LCOc1期貨上漲64美分，至每桶41.69美元，漲幅為1.6%，本周也有望小幅下跌。

新加坡Phillip Futures大宗商品高級經理Avtar Sandu表示，總體而言，盡管市場仍存在對疫情爆發的擔憂，但大宗商品市場周五對全球復蘇持積極態度。他強調："對全球燃料需求復蘇的樂觀情緒一直支撐油價，盡管全球感染總數增加，且有跡象顯示美國頁巖油產量將增加。"

分析人士稱，衛星數據顯示，歐洲和美國的交通流量強勁回升，表明燃料需求有所改善。定位技術公司TomTom提供給路透社的數據顯示，過去幾周亞洲某一線城市的擁堵程度高于去年同期，而莫斯科的擁堵程度則恢復到了去年的水平。

不過，人們擔心，美國南部一些州感染病例激增，可能會阻礙需求復蘇，尤其是其如佛羅里達州和德克薩斯州，這些最大的汽油消費地區。

路透社多數經濟學家表示，全球經濟前景在過去一個月也有所惡化，充其量也可以算是保持不變，目前的衰退程度預計將比此前預期的更嚴重。

CMC Markets首席市場策略師邁克爾?麥卡錫(Michael McCarthy)表示:“市場似乎確實忽視了供需基本面，而隨著人氣而動。”

美國原油產量增加的前景也抑制了周五的漲勢。

達拉斯聯邦儲備銀行(Dallas Federal Reserve Bank)對美國最大油氣產區達拉斯的高管進行的調查發現，超過一半此前曾預計減產的高管表示，預計在7月底前部分產出將恢復。

近三分之一的受訪者表示，大多數生產商要想恢復產量，WTI價格必須在每桶36至41美元之間。另有27%的人表示，油價必須在每桶41至45美元之間。

王佳晶 摘譯自 Trend

原文如下：

Oil gains on growing fuel demand, even as infections rise

Oil prices rose on Friday, extending gains on optimism about a recovery in fuel demand worldwide, despite a surge in coronavirus infections in some U.S. states and signs of a revival in U.S. crude production, Trend reports with reference to Reuters.

U.S. West Texas Intermediate (WTI) crude CLc1 futures gained 57 cents, or 1.5%, to $39.29 at 0431 GMT but were on track for a slight drop for the week.

Brent crude LCOc1 futures rose 64 cents, or 1.6%, to $41.69 and were also heading for a small decline for the week.

Overall, commodities markets were taking a positive view on the global recovery on Friday despite worries about coronavirus flare-ups, said Avtar Sandu, senior manager commodities at Phillip Futures in Singapore.

“Optimism about recovering fuel demand worldwide has been supportive of prices despite an increase in total coronavirus infections worldwide and amid signs that U.S. crude production from shale would grow,” he said.

Analysts said satellite data showing a strong pick-up in traffic in Europe and across the United States pointed to an improvement in fuel demand.

Congestion in Shanghai in the past few weeks was higher than in the same period last year, while in Moscow traffic was back to last year’s levels, data provided to Reuters by location technology company TomTom showed.

However, there are fears a spike in COVID-19 infections in southern U.S. states could stall the demand recovery, especially as some of those states, such as Florida and Texas, are among the biggest gasoline consumers.

The global economic outlook has also worsened or at best stayed about the same in the past month, a majority of economists polled by Reuters said, and the recession underway is expected to be deeper than earlier predicted.

“It does appear the market is ignoring supply and demand fundamentals and moving on sentiment,” said Michael McCarthy, chief market strategist at CMC Markets.

The prospect of increased U.S. crude production also kept a lid on gains on Friday.

A survey of executives in the top U.S. oil and gas producing region by the Dallas Federal Reserve Bank found more than half of executives who cut production expect to resume some output by the end of July.

WTI would have to be between $36 and $41 a barrel for a majority of producers to restore output, nearly a third said in the survey. Another 27% said prices would have to range between $41 and $45 per barrel.