摩根士丹利：美元疲软是油价反弹的主要推手橡胶模

据道琼斯8月19日消息，摩根士丹利在报告中表示，近期石油价格大幅反弹主要是受到美元疲软的推动。不过该行称，油市仍然面临着一系列负面消息，可能反转最近的涨势。该行指出：“不仅仅是利比亚正在致力于重开港口，而且伊拉克也宣称，近期与国际石油公司达成的协议将使2017年该国产量增长25万-35万桶/日。一些欧佩克产油国已经出乎意料地提高了产量，此外，加拿大缠绕膜的上升潜力也可能被低估了。”油价的上涨也会刺激美国页岩油回归，从而放缓最近产量的降幅。

唐绍红摘译自道琼斯

原文如下：

Weakening US Dollar the Main Driver Behind Oil's Rally

0749 GMT [Dow Jones] The recent rally in oil prices is mostly driven by a weakening dollar, says Morgan Stanley in a note. It says however that the market is still f整流模块acing a raft of bearish news that could unwind the recent gains. "Not only is Libya商业印刷 working on reopening its ports, but Iraq announced that recent agreements with international oil companies will allow for growth of 250,000 to 350,000 barrels a day in 2017. This comes on top of surprising growth out of a number of OPEC producers and likely underestimated growth potential in Canada," it says. Higher prices may also spur a return of U.S. shale oil, moderating the production declines seen recently.