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2023/07/31マクログローバル

Goldman Sachs: China Is The Biggest Driver Of The Oil Price Rally

Goldman Sachs attributes the July 2023 oil price rally mainly to China's demand recovery and expected stimulus, and says demand outside China is holding up better than feared. The bank reiterated a 12-month Brent target of $93 per barrel and upgraded its demand outlook, with Brent trading above $85.

重要性

Stronger crude prices raise diesel and energy costs for feed milling and transport, and oil-linked biofuel economics can pull vegetable oil and corn demand. Expectations of an OPEC+-driven deficit point to continued upward pressure on energy input costs.

影響を受ける銘柄原油(ブレント)▲原油(WTI)▲

1 件のソース
oilprice.comTom Kool2023/07/31

価格反応と履歴

原油(ブレント)▲強気現時点1d +0.8%5d +2.4%20d +0.2%

過去の強気なマクロイベント323件の後、原油(ブレント) は5営業日で中央値 +0.7% 動き（58% が上昇。中央50%は -2.9% から +3.7%）、20営業日では +1.3% 動きました。

2018/04/11Strong Demand, Not OPEC, Is Pushing Oil Prices Higher | OilPrice.com+1.1%
2025/01/27Renewed inflation worries help drive oil price rally | Reuters-2.1%
2023/01/10OPEC pricing power limits downside risks to oil prices, Goldman says | Financial Post+6.9%
2016/12/05The good oil on grain prices… - Grain Central-0.3%
2023/09/20Goldman Sachs Says Oil’s Going Back to $100 as OPEC+ Cuts - Bloomberg-1.1%

原油(WTI)▲強気現時点1d +1.5%5d +2.8%20d -0.4%

過去の強気なマクロイベント487件の後、原油(WTI) は5営業日で中央値 +1.0% 動き（60% が上昇。中央50%は -2.0% から +4.0%）、20営業日では +1.5% 動きました。

2018/04/11Strong Demand, Not OPEC, Is Pushing Oil Prices Higher | OilPrice.com+1.6%
2026/10/20Canadian dollar outlook: oil prices and Fed signals drive the loonie By Investing.com-0.2%
2025/01/27Renewed inflation worries help drive oil price rally | Reuters-2.8%
2023/01/10OPEC pricing power limits downside risks to oil prices, Goldman says | Financial Post+7.4%
2022/04/28Why diesel prices are driving up the cost of everything+5.7%

イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。

原油(ブレント) BRENT · GP ▸

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原油(WTI) WTI · GP ▸

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