share_log

Oil Markets Roar As Saudi Arabia, Russia Extend Production Cuts: 3 Oil Stocks With Huge Upside Potential

Oil Markets Roar As Saudi Arabia, Russia Extend Production Cuts: 3 Oil Stocks With Huge Upside Potential

随着沙特阿拉伯和俄罗斯延长减产,石油市场飙升:3只石油库存具有巨大的上行潜力
Benzinga ·  2023/09/05 10:50

Saudi Arabia and Russia announced Tuesday an extension of crude oil production cuts until December, sending shockwaves through the energy market.

沙特阿拉伯和俄罗斯周二宣布将原油减产延长至12月,这给能源市场带来了冲击。

The move, which came on a longer time frame than initially anticipated by market participants, is set to have a profound impact on oil prices and related stocks.

此举的时间比市场参与者最初预期的要长,必将对油价和相关股票产生深远影响。

Saudi Arabia will continue its voluntary 1 million barrels per day (bpd) crude oil production cut through the end of this year. This decision, announced via the official Saudi Press Agency, comes after Riyadh first enacted the 1 million bpd reduction in July and subsequently extended it on a monthly basis.

沙特阿拉伯将在今年年底之前继续自愿削减每天100万桶(桶)原油产量。这一决定是通过沙特官方新闻社宣布的,此前利雅得于7月首次颁布了每天100万桶的减排措施,随后又按月延长了该计划。

With this extension, Saudi Arabia's targeted crude oil production for the rest of the year will remain at 9 million bpd, subject to monthly reviews.

延期后,沙特阿拉伯在今年剩余时间内的目标原油产量将保持在900万桶/日,尚待月度审查。

Simultaneously, Russia declared an extension of its 300,000 bpd oil export cuts through December. This addition further contributes to the 1.66-million-bpd reduction in voluntary crude output that some OPEC members have committed to until the end of 2024.

同时,俄罗斯宣布将每天削减30万桶石油出口的期限延长至12月。这一增加进一步促使一些欧佩克成员国承诺在2024年底之前将自愿原油产量减少166万桶/日。

Oil Prices Skyrocket, Stocks Rally

油价飙升,股市上涨

The market response to these production cut extensions has been swift and significant.

市场对这些减产延期的反应迅速而显著。

WTI-graded crude oil prices soared to $87 a barrel, reaching their highest level since mid-November 2022. This surge in prices solidified crude oil's momentum, with a remarkable 30% increase registered since the end of June 2023, firmly establishing a bull market phase.

WTI评级的原油价格飙升至每桶87美元,达到2022年11月中旬以来的最高水平。价格的飙升巩固了原油的势头,自2023年6月底以来,原油价格大幅上涨了30%,牢固地确立了牛市阶段。

Adding to the bullish sentiment, the highly monitored 50-day and 200-day moving averages for crude prices recently converged, forming a golden cross, a technical signal often associated with further upward potential.

除了看涨情绪外,备受关注的原油价格50天和200天移动平均线最近趋于一致,形成了黄金交叉,这是一个技术信号,通常与进一步上涨的潜力有关。

WTI Oil Price Daily Chart: Crude Posts Golden Cross, 8 Consecutive Positive Sessions

西德克萨斯中质原油价格日线图:原油价格上涨,连续8个交易日上涨

Notably, U.S. oil stocks and oil-related exchange-traded funds are capitalizing on the surging crude prices.

值得注意的是,美国石油股和与石油相关的交易所交易基金正在利用原油价格飙升的机会。

The Energy Select Sector SPDR Fund (NYSE:XLE) experienced a 1% rise on Tuesday, outperforming all other sectors in the S&P 500. Additionally, the SPDR S&P Oil & Gas Exploration and Production (NYSE:XOP) showed a 0.5% increase, while the VanEck Oil Services ETF (NYSE:OIH) surged by 2.2%.

这个 能源精选行业 SPDR 基金 纽约证券交易所代码:XLE)周二上涨了1%,表现优于标准普尔500指数的所有其他板块。此外, SPDR 标准普尔石油和天然气勘探与生产 纽约证券交易所代码:XOP)上涨0.5%,而 VanEck 石油服务ETF 纽约证券交易所代码:OIH)飙升了2.2%。

The best-performing U.S. large-cap oil stocks Tuesday include Occidental Petroleum Corp. (NYSE:OXY), which rose by 2.2%; and EOG Resources, Inc. (NYSE:EOG) and Exxon Mobil Corp. (NYSE:XOM), both of which experienced a 1.9% increase.

周二表现最好的美国大盘石油股包括 西方石油公司 纽约证券交易所代码:OXY),上涨2.2%;以及 EOG Resources, Inc. (纽约证券交易所代码:EOG)和 埃克森美孚公司 纽约证券交易所代码:XOM),两者均上涨1.9%。

U.S Oil Stocks With The Largest Upside Potential

上涨潜力最大的美国石油股

The following oil stocks presently have the most potential upside, as measured by the percentage difference between the median analyst target and market prices:

以分析师目标中位数与市场价格之间的百分比差异来衡量,以下石油股票目前具有最大的潜在上涨空间:

  1. HighPeak Energy, Inc. (NYSE:HPK) with a 65% unfilled gap.
  2. Alliance Resource Partners, L.P. (NYSE:ARLP) with a 51% unfilled gap.
  3. Tamarack Valley Energy Ltd. (NYSE:TVE) with a 43% unfilled gap.
  1. HighPeak Energy, Inc.(纽约证券交易所代码:HPK) 还有65%的缺口未填补。
  2. 联盟资源合作伙伴有限责任公司(纽约证券交易所代码:ARLP) 还有 51% 的缺口未填补。
  3. 塔玛拉克谷能源有限公司(纽约证券交易所代码:TVE) 还有 43% 的缺口未填补。

Read now: Best S&P 500 ETFs

立即阅读: 最佳标准普尔500指数ETF

Photo via Shutterstock.

照片来自 Shutterstock。

声明:本内容仅用作提供资讯及教育之目的,不构成对任何特定投资或投资策略的推荐或认可。 更多信息
    抢沙发