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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

隨着沙特阿拉伯和俄羅斯延長減產,石油市場飆升:3只石油庫存具有巨大的上行潛力
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.

沙特阿拉伯和俄羅斯週二宣佈將原油減產延長至12月,這給能源市場帶來了衝擊。

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.

此舉的時間比市場參與者最初預期的要長,必將對油價和相關股票產生深遠影響。

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.

沙特阿拉伯將在今年年底之前繼續自願削減每天100萬桶(桶)原油產量。這一決定是通過沙特官方新聞社宣佈的,此前利雅得於7月首次頒佈了每天100萬桶的減排措施,隨後又按月延長了該計劃。

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.

延期後,沙特阿拉伯在今年剩餘時間內的目標原油產量將保持在900萬桶/日,尚待月度審查。

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.

同時,俄羅斯宣佈將每天削減30萬桶石油出口的期限延長至12月。這一增加進一步促使一些歐佩克成員國承諾在2024年底之前將自願原油產量減少166萬桶/日。

Oil Prices Skyrocket, Stocks Rally

油價飆升,股市上漲

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

市場對這些減產延期的反應迅速而顯著。

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評級的原油價格飆升至每桶87美元,達到2022年11月中旬以來的最高水平。價格的飆升鞏固了原油的勢頭,自2023年6月底以來,原油價格大幅上漲了30%,牢固地確立了牛市階段。

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.

除了看漲情緒外,備受關注的原油價格50天和200天移動平均線最近趨於一致,形成了黃金交叉,這是一個技術信號,通常與進一步上漲的潛力有關。

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

西德克薩斯中質原油價格日線圖:原油價格上漲,連續8個交易日上漲

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

值得注意的是,美國石油股和與石油相關的交易所交易基金正在利用原油價格飆升的機會。

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%.

這個 能源精選行業 SPDR 基金 紐約證券交易所代碼:XLE)週二上漲了1%,表現優於標準普爾500指數的所有其他板塊。此外, SPDR 標準普爾石油和天然氣勘探與生產 紐約證券交易所代碼:XOP)上漲0.5%,而 VanEck 石油服務ETF 紐約證券交易所代碼:OIH)飆升了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.

週二表現最好的美國大盤石油股包括 西方石油公司 紐約證券交易所代碼:OXY),上漲2.2%;以及 EOG Resources, Inc. (紐約證券交易所代碼:EOG)和 埃克森美孚公司 紐約證券交易所代碼:XOM),兩者均上漲1.9%。

U.S Oil Stocks With The Largest Upside Potential

上漲潛力最大的美國石油股

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

以分析師目標中位數與市場價格之間的百分比差異來衡量,以下石油股票目前具有最大的潛在上漲空間:

  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.(紐約證券交易所代碼:HPK) 還有65%的缺口未填補。
  2. 聯盟資源合作伙伴有限責任公司(紐約證券交易所代碼:ARLP) 還有 51% 的缺口未填補。
  3. 塔瑪拉克谷能源有限公司(紐約證券交易所代碼:TVE) 還有 43% 的缺口未填補。

Read now: Best S&P 500 ETFs

立即閱讀: 最佳標準普爾500指數ETF

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照片來自 Shutterstock。

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