Core Viewpoint - Goldman Sachs predicts that China will accelerate its crude oil reserves this year and by 2026, driven by falling prices and concerns over energy security [1] Group 1: Oil Inventory Projections - Goldman Sachs' oil research head Daan Struyven forecasts that China's oil inventory will increase by 500,000 barrels per day over the next five quarters, significantly exceeding recent estimates of China's storage efforts [1] - Frederic Lasserre, head of research at Genscape, estimates that China's inventory has increased by approximately 200,000 barrels per day in recent months [1] Group 2: Market Impact and Price Predictions - Participants at the Asia-Pacific Oil Conference noted that China's buying activity has supported demand and boosted oil prices, although the outlook for oversupply casts a shadow over the global market [1] - Goldman Sachs still expects Brent prices to fall to the mid-range of $50-60 per barrel next year [1] - The International Energy Agency (IEA) has raised its forecast for the scale of oversupply expected in 2026 to a record high, as OPEC+ and other oil-producing countries increase production [1]
高盛看好中国2026年增加石油储备的前景 但依然看跌油价
Xin Lang Cai Jing·2025-09-12 08:29