DIALOG GROUP BHD

KLSE (MYR): DIALOG (7277)

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Last Price

2.17

Today's Change

+0.03 (1.40%)

Day's Change

2.13 - 2.19

Trading Volume

5,257,000


5 people like this.

4,659 comment(s). Last comment by 8dragon 2 days ago

tkl88

8,712 posts

Posted by tkl88 > 2020-04-07 08:44 | Report Abuse

Wow, Oil price was so strong !
As at 8.38am,
Nymex => $26.96 ‪(+0.88) (+3.37%)‬
Brent => $33.72 ‪(+0.42) (+1.26%)‬

tkl88

8,712 posts

Posted by tkl88 > 2020-04-07 11:09 | Report Abuse

Wow, Oil price spike up crazily !
As at 10.48am,
Nymex => $27.04 ‪(+0.96) (+3.68 percent)
Brent => $34.02 ‪(+0.97) (+2.93 percent)

tkl88

8,712 posts

Posted by tkl88 > 2020-04-07 15:36 | Report Abuse

Dow Jones continue it's bull run
As at 3.25 pm,
Dow Jones Futures at => 22,906.0 (+418.0) (+1.86 percent)

tkl88

8,712 posts

Posted by tkl88 > 2020-04-08 07:27 | Report Abuse

Wow, Oil price continue to spike up !
As at 7.13am,
Nymex => 24.63 ‪(+1.00) (+4.23%)‬

tkl88

8,712 posts

Posted by tkl88 > 2020-04-08 09:08 | Report Abuse

Wow, Oil price getting hot & hottest now !
As at 8.35am,
Nymex => $24.79 ‪(+1.16) (+4.91 percent)

tkl88

8,712 posts

Posted by tkl88 > 2020-04-08 13:41 | Report Abuse

Walaoeh, Oil price now spike up crazily !
As at 1.30pm,
Nymex => $25.19 ‪(+1.56) (+6.60%)‬
Brent => $32.88 ‪(+1.01) (+3.17%)‬

tkl88

8,712 posts

Posted by tkl88 > 2020-04-08 22:25 | Report Abuse

Oil prices gain as OPEC meeting looms
OPEC+ expected to lower collective oil output substantially to trim some oversupply in global market
Ovunc Kutlu   | 08.04.2020
https://www.aa.com.tr/en/economy/oil-prices-gain-as-opec-meeting-looms/1797054

tkl88

8,712 posts

Posted by tkl88 > 2020-04-08 22:25 | Report Abuse

ANKARA
Crude oil prices were up on Wednesday as the upcoming meeting between OPEC and its allies, known as OPEC+, give hope to investors of potential support to prices.
International benchmark Brent crude was trading at $32.32 per barrel at 0620 GMT for a 1.4% increase after it closed Tuesday at $31.87 a barrel.
American benchmark West Texas Intermediate (WTI) was at $24.72 a barrel at the same time for a 4.6% gain after ending the previous day at $23.63 per barrel.
The oil producing member countries of OPEC+ will hold a teleconference on Thursday to discuss the low price environment and the supply-demand balance in the global oil market.
Due to the rapid spread of coronavirus, or the COVID-19 disease, weak economic activity around the world has lowered global oil demand, increasing the glut of supply in the market.
Saudi Arabia-led OPEC and Russia-spearheaded non-OPEC failed on March 6 to lower their collective output, causing a massive plummet in prices, which fell on March 30 to their lowest level since 2002.
The OPEC+ group is estimated on Thursday to lower their collective oil production level by between 10-15 million barrels per day in order to trim some of the oversupply.

tkl88

8,712 posts

Posted by tkl88 > 2020-04-09 03:33 | Report Abuse

OMG, Oil price was damn super hot man !
As at 3.25am,
Nymex => $25.75 ‪(+2.12) (+8.97%)‬
Brent => $33.33 ‪(+1.46) (+4.58%)‬

tkl88

8,712 posts

Posted by tkl88 > 2020-04-09 04:22 | Report Abuse

‪Wow, Fabulous!
As at 4.12am,‬
Dow Jones closed at=> 23,433.57 (+779.71) (+3.44%) !

tkl88

8,712 posts

Posted by tkl88 > 2020-04-09 04:46 | Report Abuse

Oh My goodness,
Oil price was unbelievable spike up to the sky high !
As at 4.35am,
Nymex => $26.‪09 (+2.46) (+10.41%)‬
Brent => $33.‪54 (+1.67) (+5.24%)‬

tkl88

8,712 posts

Posted by tkl88 > 2020-04-09 05:25 | Report Abuse

Oil Spikes After Algeria Says OPEC+ Cuts Could Reach 10 Million Bpd
By Julianne Geiger - Apr 08, 2020, 2:20 PM CDT

https://www.google.com/amp/s/oilprice.com/Energy/Oil-Prices/Oil-Spikes-After-Algeria-Says-OPEC-Cuts-Could-Reach-10-Million-Bpd.amp.html

The price of a West Texas Intermediate barrel of oil shot up on Wednesday afternoon by nearly 7% shortly after OPEC’s President gave the market fresh optimism about tomorrow’s virtual OPEC++ meeting.
“The meeting will undoubtably be fruitful in order to rebalance the market through measures we will take tomorrow,” Mohamed Arkab, OPEC’s President and Algeria’s Energy Minister told state news agency APS, according to Reuters.

While an intangible statement, the optimistic words spoken by the OPEC President seem to be just what the doctor ordered for the volatile markets as speculators try to make the most out of the oil-price plunge.
As a result of today’s spike, trading of the biggest oil ETF, the United States Oil Fund (USO), had been halted temporarily. Trading of the USO has since resumed. The USO is trading up 4.03% as of 3:03pm EDT.
All eyes remain on the potential deal that OPEC group may come up with tomorrow in what could be the largest oil production cut deal ever. Signatories to the deal could include, in addition to OPEC, Brazil, Norway, Canada, and all the OPEC+ countries that signed onto the previous deal. While some are hoping that the United States may join in the cuts, a formal agreement between the US and other oil producers appears unlikely.
Saudi Arabia and Russia, together responsible for producing more than 22 million barrels per day, are expected to make or break the chances of a production cut deal.

A 10 million bpd figure has been discussed by meeting attendees in the run-up to the meeting, although that figure would be insufficient to offset the loss in oil demand that the market has seen due to the coronavirus.

By Julianne Geiger for Oilprice.com

tkl88

8,712 posts

Posted by tkl88 > 2020-04-09 16:48 | Report Abuse

Walaoeh, Oil price spike up like mad already !
It's definately indicating that the Opec + meeting will come out a deal of ouput cut !
As at 4.37pm,
Nymex => $26.14 (+1.05) (+4.18 percent)
Brent => $33.90 (+1.07) (+3.26 percent)

tkl88

8,712 posts

Posted by tkl88 > 2020-04-10 00:33 | Report Abuse

Wow, Congratulations to you all guys who is still keep tight tight & Sailang Armada at current low price !
Good news from the OPEC+ meeting which the output cut was Deal and the oil price then was spike up sharply!

As at ‬12.13am,
Nymex => $26.02 ‪(+0.93) (+3.71%)‬
Brent => $33.86 ‪(+1.02) (+3.11%)‬

tkl88

8,712 posts

Posted by tkl88 > 2020-04-10 01:07 | Report Abuse

Russia and Saudi Arabia agree deal on oil output cuts: Report
OPEC members are on Thursday set to discuss 'deep cuts' of up to 20 million barrels per day
By MEE and agencies
Published date: 9 April 2020 14:40 UTC
Last update: 18 min 21 sec ago

https://www.middleeasteye.net/news/russia-and-saudi-arabia-agree-deal-oil-output-cuts

Russia and Saudi Arabia have overcome all hurdles to cut oil production at a meeting of OPEC, ending a month-long price war.
Oil prices jumped after Reuters reported that the two countries have agreed to a "deep cut" in crude production.
OPEC and other oil producers were set to debate on Thursday oil cuts as big as 20 million barrels per day (bpd), equivalent to about 20 percent of global supplies, one OPEC source and a Russian source told Reuters.
"That is a global deal," the OPEC source said.
He did not specify if the United States would be involved - something Russia and OPEC producers have insisted on.
A worldwide lockdown to slow the spread of the coronavirus pandemic has cut fuel demand by roughly 30 percent and contributed to a crash in prices that took major benchmarks down by more than two-thirds.
Prices surge
Prices surged over 10 percent earlier on Thursday as producers appeared set to cut production sharply, but the exact details of the cuts remain unclear.
The OPEC and allies including Russia - a group known as OPEC+ - were in talks on Thursday to cut production sharply, with numbers as high as 20 million bpd bandied about, OPEC and Russian sources said.
That would be equivalent to about 20 percent of global supplies, to support prices hammered by the coronavirus crisis. However, it is unclear if a figure that lofty includes cuts made for economic decisions by private producers in the United States, Canada and elsewhere, or if OPEC assumes those countries will mandate cuts, which the US has not wanted to do.
A cut of 20 million bpd would be by far the biggest output cut ever agreed by OPEC. But Russia has insisted it will only reduce output if the United States joins the deal. US laws prevent coordination among private companies.
Analysts, meanwhile, said that even if such record cuts are agreed, they will not be enough.
"Ultimately, the size of the demand shock is simply too large for a coordinated supply cut," analysts at Goldman Sachs said on Thursday.
Following the OPEC+ meeting, energy ministers from the Group of 20 major economies are set to meet on Friday.
The last OPEC meeting in early March ended acrimoniously, with Russia and Saudi Arabia unable to come to an agreement to curb output as the virus spread, adding to the slump in prices.
A source briefed on Saudi Arabia's oil policy said it is ready to cut up to 4 million bpd of its production, but only from its record output levels of 12.3 million bpd achieved in April.
Russia has said it wants output to be cut from the January-March levels before Saudi production jumped.

tkl88

8,712 posts

Posted by tkl88 > 2020-04-10 04:30 | Report Abuse

Great, Dow Jones continue it’s bull run !
DJI closed at =>
23,719.37 (+285.80) (+1.22%) !

CUTLOST

5,178 posts

Posted by CUTLOST > 2020-04-21 02:36 | Report Abuse

Love to see Dialoq keep steadying top up and maintain the price abv Rm3 and not collapse like dayang or others O&G company bcoz it's nett cash co.

BearishTrend

1,296 posts

Posted by BearishTrend > 2020-04-21 18:43 | Report Abuse

if the crude oil hit below Usd5...Dialog keep steady maintain above Rm3..that's Why I love my Ex-Boss at Dialog

Oothein64

37 posts

Posted by Oothein64 > 2020-04-22 01:20 | Report Abuse

Their Storage Terminal will be MAX out ..........

tkl88

8,712 posts

Posted by tkl88 > 2020-04-22 10:16 | Report Abuse

Wow, Nymex price started to spike up like crazy now !
Nymex=> $12.80 (+$1.23) (+10.63 percent)

tkl88

8,712 posts

Posted by tkl88 > 2020-04-22 10:57 | Report Abuse

US oil prices jump after massive rout
West Texas Intermediate for June delivery rises 18.93% to $13.76 a barrel
Published: April 22, 2020 06:12
AFP
https://gulfnews.com/business/energy/us-oil-prices-jump-after-massive-rout-1.1587521703297

Singapore: US oil prices surged Wednesday after a turbulent start to the week that saw them fall below zero for the first time due to a coronavirus-triggered demand shock.

US benchmark West Texas Intermediate for June delivery rose 18.93 per cent to $13.76 a barrel, after suffering heavy falls in New York overnight.

WTI for May delivery on Monday collapsed to an unprecedented low of minus $40.32 as traders scrambled to sell it before the contract expired Tuesday, but could find few buyers with storage capacity fast filling up.

European benchmark Brent crude for June delivery was up 0.98 percent at $19.52 a barrel, after tumbling to an 18-year low the previous day.

tkl88

8,712 posts

Posted by tkl88 > 2020-04-22 22:17 | Report Abuse

Wow, oil price continue to spike up !
As at 10.00pm,
Nymex => $15.65 (+4.08) (+35.26 percent)
Brent => $21.97 (+2.64) (+13.66 percent)

tkl88

8,712 posts

Posted by tkl88 > 2020-04-23 06:26 | Report Abuse

Wow, Fantastic ! Dow Jones spike up to
closed at=> 23,475.82 (+456.94) (+1.99%) !

tkl88

8,712 posts

Posted by tkl88 > 2020-04-23 07:13 | Report Abuse

Wow, Fantastic,
Oil price started it’s bull run again !

Nymex closed at=> $13.78 (rose +19%)
Brent closed at=> $20.37 (rose +5%)

tkl88

8,712 posts

Posted by tkl88 > 2020-04-23 07:51 | Report Abuse

International oil prices rebound following Trump warning

April 22, 2020 8:09 pm by Myles McCormick and Joe Rennison in London, Hudson Lockett in Hong Kong and Matthew Rocco in New York

Brent bounces back from two-decade low after US president takes aim at Iranian vessels

Oil prices rebounded on Wednesday after Donald Trump stoked Middle East tensions, saying that he had ordered US warships to “shoot down and destroy” Iranian vessels if they posed a threat.
The US president’s intervention sent Brent crude back above $20 a barrel after the international benchmark had tumbled to its lowest level since 1999 on concerns over the collapse in global oil demand.
The declaration from Mr Trump also helped buoy the high-yield bond market, which is heavily exposed to the fate of energy companies. BlackRock’s iShare high-yield bond exchange traded fund, known by its ticker HYG, rose 1 per cent, having dipped 1.8 per cent on Tuesday.

“I have instructed the United States Navy to shoot down and destroy any and all Iranian gunboats if they harass our ships at sea,” Mr Trump wrote in a tweet.
The prospect of renewed tensions in the Middle East gave crude a lift during a week where prices have struggled to contend with an evaporation in demand triggered by the coronavirus pandemic.

tkl88

8,712 posts

Posted by tkl88 > 2020-04-23 07:51 | Report Abuse

Brent rose as high as $22.45 a barrel and settled at $20.37, up more than 5 per cent on the day. The energy sector helped lead a rally on Wall Street that sent the benchmark S&P 500 up 2.3 per cent following two days of falls. The tech-heavy Nasdaq Composite closed up 2.8 per cent.
West Texas Intermediate, the US marker, rose 19 per cent to $13.78 a barrel. It almost halved during the previous session and earlier in the week fell into negative territory for the first time as producers were forced to pay buyers to take oil off their hands ahead of the expiry of futures contracts.

Brent crude remains down about 27 per cent so far this week. Oil production levels have remained robust even as the virus destroys demand, creating a supply glut. An unprecedented cut of almost 10 per cent of global supply by Opec and its allies will take effect next month, but traders worry it is not enough to offset the collapse in consumption.
The head of the International Energy Agency on Tuesday called for the output reductions to be expedited and deepened. Opec members met by phone overnight, but there was no sign they would change their plans.

tkl88

8,712 posts

Posted by tkl88 > 2020-04-23 13:39 | Report Abuse

Wow, Marvelous !
Oil price continue to spike up !

As at 1.27pm,
Nymex at=> $15.77 (+1.99) (+14.4 %)
Brent at=> $22.87 (+2.50) (+12.3 %)

tkl88

8,712 posts

Posted by tkl88 > 2020-04-23 23:47 | Report Abuse

Wow, Awesome!
Oil price continue to spike up to sky high !
Nymex now at=> $17.83 (+4.05) (+29.39%) !

David

112 posts

Posted by David > 2020-04-24 09:48 | Report Abuse

oil price crash, Covid 19, extended MCO.. Dialog is resilient in the midst of storm.

apple168

6,236 posts

Posted by apple168 > 2020-04-25 15:23 | Report Abuse

《国油提炼与石化企业:承包商员工感染新冠肺炎》

国油提炼与石化企业私人有限公司(Petronas Refinery and Petrochemical Corp Sdn Bhd)今日证实,截至昨日(4月22日)傍晚6时,在边佳兰综合石油中心(PIC)工作的8名承包商员工感染了新型冠状病毒肺炎。

国油今日发布文告表示,根据卫生部报告,他们是边佳兰的感染群。

“在8宗确诊病例当中,3人已经康复出院,其他人则在接受着治疗,并且反应良好。在卫生部的指导下采取了所有必要措施,以遏制病毒传播。”

“按照行动限制令(MCO),边佳兰综合石油中心实施了风险管理和缓解措施,以减少新冠肺炎对我们业务的影响。边佳兰综合石油中心正在与卫生部充分合作,并将遵循卫生部的程序。”

国油说:“我们的首要任务仍然是保护员工、承包商和周围社区的健康与安全。我们将继续监测局势,并与所有有关当局密切合作。”

apple168

6,236 posts

apple168

6,236 posts

Posted by apple168 > 2020-04-25 15:26 | Report Abuse

Covid19 hits pengerang ie Dialog main business area! Good Luck!

bux0880

84 posts

Posted by bux0880 > 2020-04-26 11:53 | Report Abuse

Bossku talk good about Dialog on his fb today...

Syndicates

877 posts

Posted by Syndicates > 2020-04-26 21:03 | Report Abuse

expensive, price stagnant, no call warrant, retailer tak suka main stock ni

Posted by OGInvest > 2020-04-30 09:25 | Report Abuse

Sell Sell Sell. Our blessed D is gonna tank, operations at PEngerang are seriously affected, revenue drop.

Oothein64

37 posts

Posted by Oothein64 > 2020-04-30 18:07 | Report Abuse

With the entire industry looking for Storage Terminals, Dialog should max-out their Tanks revenue .. n so is MISC Tankers ..........

Mabel

23,919 posts

Posted by Mabel > 2020-05-06 23:43 | Report Abuse

Wah so nice to see many familiar names here...

Today I'm getting bored. Too much Goyang kaki since last week waiting for my next collection. So I decided to visit Dialog and Yinson Battleships.

Despite the gloom and doom in the O&G sector, Dialog Group Bhd stands out as one of the potential winners due to its storage capacity. Due to the oversupply situation of crude oil currently in the market, storage has become a crucial part of the value chain.

Additionally, large vessel players such as BUMI ARMADA BHD and Yinson Holdings Bhd are expected to benefit due to the increase in crude oil storage. Miss Syura reckoned that most of these floating production, storage and offloading vessel players have already locked in long-term contracts. Based on this information, I decided collect Dialog and Yinson as my latest collections.

Dialog and Yinson completed my end to end O&G Supply Chain. My Armada Fleet of 18 Battleships are now ready to face this War on Terror. This Armada will be supported with Jet Fighters from Air Asia and Air Asia X.

Dialog’s prime land in Pengerang, operating track record, financial strength and management acumen are enablers for capitalizing on the demand for storage terminals in Asia. Developing its Phase 3 capacity should spur its mid-term growth and franchise value, as the operator of a strategic hub akin to Rotterdam. Its ability to declare constant dividends, at 40% DPR stands out among peers. Optimising its Phase 3 project alone would elevate our SOTP-based TP by 64% to MYR5.90. Here is the snapshot of Pengerang deep-water terminals.

Bumi Armada and Yinson are the Top 5 FPSO operator in the world by fleet size. Operating presence in Asia, Africa and Europe. FPSO’s contracts are bankable, providing steady visibility (long-term charters, termination protection) with reasonable project IRRs. My dream is to merge these two companies and create the Biggest FPSO Operator in the World.

Bumi Armada and Yinson FPSOs tender pipeline are strong. Winning jobs is a catalyst. Malaysian players are expected to benefit from a pick-up in FPSO activity between 2018 to 2021.

When I was small, I love watching Dallas with Daddy. Now I feel like part of the Erwing Family..

https://www.youtube.com/watch?v=8sKX3tWaOew

The Erwing also loves big ranches and automation. That’s why I also love the Plantation and Technology Stocks. Today I also collected KL Kepong Plantation as my latest addition in my Plantation sectors. Our mission is to feed more than 3 billion people in more than 200 countries. Latest news is India will be buying back our Palm Oil..

Meow Meow Meow

tkl88

8,712 posts

Posted by tkl88 > 2020-05-07 19:19 | Report Abuse

Wow, Fantastic !
Oil price continue to spike up !

As at 7.10pm,
Nymex at=> $26.01 (+2.02) (+8.42 %)
Brent at => $31.37 (+1.65) (+5.55 %)

Huat ah ! Heng ah ! Ong ah !

tkl88

8,712 posts

Posted by tkl88 > 2020-05-07 22:11 | Report Abuse

U.S. oil prices jump more than 8% as Saudi Arabia lifts prices, China crude imports climb

By Mark DeCambre
Published: May 7, 2020 9:14 am ET

https://www.google.com.my/amp/s/www.marketwatch.com/amp/story/guid/28455BBE-901F-11EA-9208-AF2E6FA5B5BC

Brent oil price, the international benchmark, rises around 6%
Crude oil futures climbed sharply on Thursday, at least partly supported by Saudi Arabia’s decision to lift prices to help stabilize values, while China’s appetite for the commodity picked up in April compared with prior months.
Saudi Arabia, the most influential member of the Organization of Petroleum Exporting Countries, is raising crude prices for its customers world-wide, according to Bloomberg TV.

Meanwhile, China’s imports rose to 10.42 million barrels a day in April from 9.68 million in March, according to Reuters data. Overall imports for the world’s second-largest economy and the biggest oil importer were down 14.2% from the year-ago period. However, exports from the country grew an unexpected 3.5% from the previous year.
That data combined with hope of a slowdown in production by global oil producers and a gradual revival of economies around the globe after restrictions due to the COVID-19 pandemic are lifted are expected to eventually lift crude prices.
“Oil is ruining up on hopes on rebounding demand,” wrote Peter Cardillo, chief market economist at Spartan Capital Securities in a daily research note.
West Texas Intermediate crude for June delivery CL CLM20+9.38% on the New York Mercantile Exchange, rose $2, or 8.3%, to $25.99 a barrel, after settling 2.4% lower on Wednesday, which snapped a five-session streak of gains.
Global benchmark July Brent crude UK:BRNN20+5.99%  picked up $1.54, or 5.2%, at $31.26 a barrel on ICE Futures Europe, following a 4% decline in the prior session.

The EIA reported Wednesday that U.S. crude inventories rose 4.6 million barrels for the week ended May 1. The data, which excludes changes in the SPR, marked a 15th consecutive weekly rise, but was smaller than the average increase of 7.1 million barrels forecast by analysts polled by S&P Global Platts.
Investors are also digesting the U.S. weekly jobless claims data Thursday which showed more than 3 million Americans lost employment, adding to the already 30 million figure that has been racked up over the past six weeks.
Some signs of easing tensions between China and the U.S. may also be providing a lift to crude prices, as Bloomberg News reported on Thursday that U.S. trade negotiator Robert Lightihizer and his counterpart Liu He are scheduled to have a call to discuss progress on a phase-one trade deal between the countries that had looked in jeopardy of being quashed by President Donald Trump.

tkl88

8,712 posts

Posted by tkl88 > 2020-05-08 17:31 | Report Abuse

Wow, Amazing !
Oil price continue to spike up !

As at 5.22pm,
Nymex at => $24.39 (+0.84) (+3.57 percent)
Brent at => $29.99 (+0.53) (+1.80 percent)

Huat ah ! Heng ah ! Ong ah !

Mabel

23,919 posts

Posted by Mabel > 2020-05-09 04:44 | Report Abuse

Huat Chaiiii!

tkl88

8,712 posts

Posted by tkl88 > 2020-05-09 08:15 | Report Abuse

Wow, Awesome !
Dow Jones closed at = > 24,331.32 (+455.43) (+1.91 %)

tkl88

8,712 posts

Posted by tkl88 > 2020-05-09 08:33 | Report Abuse

Wow, Fantastic !
Oil price continue to spike up to sky high!

Nymex closed at => $24.62 (+1.07) (+4.54 %)
Brent closed at => $30.88 (+1.42) (+4.82 %)

Huat ah ! Heng ah ! Ong ah !

tkl88

8,712 posts

Posted by tkl88 > 2020-05-09 16:49 | Report Abuse

Walaoeh, Oil price going to be super bullish from now onwards !

一个月前卖不动,如今国际原油或将供应短缺!怎么回事?
https://www.baidu.com/#iact=wiseindex%2Ftabs%2Fnews%2Factivity%2Fnewsdetail%3D%257B%2522linkData%2522%253A%257B%2522name%2522%253A%2522iframe%252Fmib-iframe%2522%252C%2522id%2522%253A%2522feed%2522%252C%2522index%2522%253A0%252C%2522url%2522%253A%2522https%253A%252F%252Fmbd.baidu.com%252Fnewspage%252Fdata%252Flandingpage%253Fs_type%253Dnews%2526dsp%253Dwise%2526context%253D%25257B%252522nid%252522%25253A%252522news_9699743094647660452%252522%25257D%2526pageType%253D1%2526n_type%253D1%2526p_from%253D-1%2526innerIframe%253D1%2522%252C%2522isThird%2522%253Afalse%252C%2522title%2522%253Anull%257D%257D

金十数据
05-08 20:44百家榜创作者,金十数据官方帐号,优质财经领域作者

4月中旬,纽约油价惊现负值,让无数人陷入“投资扣光本金还要倒贴钱”的尴尬境地。我们刚刚被科普出现“负油价”的原因是,国际油市供应过剩。然而,不到一个月时间,有分析师就却指出,有迹象显示,国际原油市场可能很快就要从供应过剩,转为供应短缺。这到底是怎么一回事呢?

首先,我们可以从与国际原油市场关系最为密切的油轮收益情况中了解到当前乃至未来原油的供应情况。据国际航运新闻网最新报道,波罗的海国际航运公会(BIMCO)首席航运分析师指出,2020年第一季度,是近十年来大型油轮收益最高的季度之一。这主要是由于一季度油价暴跌,市场比较倾向于囤积原油,待价而沽,可囤油的油轮租金及运价就应声上涨。
据国际航运新闻网(International Shipping News)5月7日消息,近几周,全球原油油轮收益呈大幅下降趋势。短短九天内(4月22日-5月4日),从中东湾到美国湾的超大型油轮的收益就从16.24万美元/天,大跌至3.62万美元/天,降幅近八成。反证可得,这一信号可能意味着国际油市已经逐渐倾向于将原油取出使用,供应也很可能也将不再过剩。

此外,随着欧佩克(OPEC)的减产协议5月开始生效,国际油市逐渐从期货溢价(远期期货价格高于近期期货)向现货溢价(现货价格高于期货价格)转变。而国际原油市场的现货溢价鼓励投资者将石油从库存中取出使用。
此外,中国、美国等多个国家开始复工,也消耗库存原油,进一步提振了国际原油需求。据Market Watch最新公布的报告显示,近几天,由于美国能源部门连续两天抽走汽油库存,美国汽油需求在四周内又创新高。

而中国复工步伐的稳步推进,也将进一步推高原油需求。目前,中国炼化厂的生产已经恢复了70%的产能。而据美国能源情报集团(Energy Intelligence)预测,二季度,中国的能源需求将环比增长100万桶/日,增幅约为10%。

Peace99

2,263 posts

Posted by Peace99 > 2020-05-10 17:10 | Report Abuse

Now oil price up so much, will dialog move up quickly? Any comment appreciated! Am new to this counter.

Oothein64

37 posts

Posted by Oothein64 > 2020-05-11 13:14 | Report Abuse

Technically it's movement expected to range within the : 3.0 -3.5...........

ky75

164 posts

Posted by ky75 > 2020-05-12 16:56 | Report Abuse

let see this week QR, only determine move or not

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