據能源世界網7月21日新德里報道，周二高盛(Goldman Sachs)將第三季度布倫特原油價格預期下調至每桶75美元，較之前的預期低5美元，由于德爾塔型新冠疫情病例激增，影響了需求。

　　由于擔心德爾塔型冠狀病毒感染增加對需求的打擊，以及歐佩克+協議提高產量，周一油價每桶下跌5美元。

　　高盛表示，我們今年下半年石油平衡較之前稍緊，預計兩個月100萬桶/日需求受德爾塔影響超過了歐佩克+產量放緩的增長所抵消。

　　該行目前預估第三季短缺量為每日150萬桶，此前預估為每日190萬桶。

　　高盛預計，第四季度布倫特原油均價為每桶 80美元，此前預期為每桶75美元，預計今年最后一季度赤字為170萬桶/天。

　　該機構稱，石油市場向更高均衡水平的重新定價遠未結束，看漲情緒正從需求面轉向供應面。

　　高盛補充稱，即使疫苗接種未能抑制住院率，這可能導致需求持續低迷，但在當前油價下，歐佩克+和美國頁巖產量的下降將抵消需求的下降。考慮到德爾塔變異的不確定性，以及相對于最近的需求增長，供應發展速度較慢，未來幾周油價可能會繼續劇烈波動。

　　郝芬 譯自 能源世界網

　　原文如下:

　　Goldman cuts Q3 Brent forecast to $75 a barrel on Delta demand hit

　　Goldman Sachs on Tuesday reduced its forecast for Brent crude oil to $75 a barrel for the third quarter, $5 lower than its previous estimate, as a surge in Delta variant COVID-19 cases takes a toll on demand.

　　Oil prices fell $5 a barrel on Monday in response to fears over the hit to demand from rising Delta coronavirus infections and an OPEC+ agreement to boost output.

　　"Our oil balances are slightly tighter in 2H21 than previously, with an assumed two-month 1 mb/d demand hit from Delta more than offset by OPEC+ slower production ramp-up," Goldman said.

　　The bank now projects a third-quarter deficit of 1.5 million bpd versus 1.9 million bpd forecast previously.

　　Goldman expects Brent oil prices to average $80 per barrel in the fourth quarter from its previous forecast of $75 and sees a deficit of 1.7 million bpd in the final quarter of this year.

　　"The oil market repricing to a higher equilibrium is far from over, with the bullish impulse shifting from the demand to the supply side," the bank said.

　　Even if vaccinations fail to curb hospitalisation rates, which could drive a longer slump to demand, the decline would be offset by lower OPEC+ and U.S. shale output given current prices, Goldman added.

　　"Oil prices may continue to gyrate wildly in the coming weeks, given the uncertainties around Delta variant and the slow velocity of supply developments relative to the recent demand gains," it said.

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