據世界石油1月21日報道，摩根士丹利(Morgan Stanley)也在預計今年晚些時候原油價格將達到每桶100美元的銀行之列。

根據給客戶的一份研究報告顯示，該銀行預計庫存在2021年大幅下降后，到今年年底將進一步下滑。 備用供應能力將從目前的每天340萬桶縮減至200萬桶。 隨著綠色倡議的進展，預計到本世紀二十年代末，為提高石油行業供應能力而進行的投資將減少30%。

此前，該銀行認為，一旦油價接近每桶90美元，需求就開始下降。現在，包括martinrats在內的分析師在報告中稱，由于石油產品的消費具有彈性，該公司預計損耗將處于更高水平。例如，到今年夏天，航空燃料需求預計將增加150萬桶/天，而谷歌Mobility的數據顯示，與去年相比，航空需求大幅增加。

本周稍早，全球最大的投資銀行之一高盛(Goldman Sachs)表示，預計布倫特原油價格也將因供應嚴重不足，在第三季觸及100美元。

郝芬 譯自 世界石油

原文如下：

Morgan Stanley sees Brent crude at $100 by Q3

Add Morgan Stanley to the list of banks expecting crude to reach $100 a barrel later this year. 

The bank expects stockpiles to slide even lower by the end of the year, after falling substantially in 2021, according to a research note to clients. Spare supply capacity will shrink to 2 million barrels a day from the current 3.4 million. Investment to boost supply capacity in the oil industry is expected to shrivel 30% by the end of this decade as green initiatives progress.

Previously, the bank saw demand erosion starting once the global benchmark neared $90 a barrel. Now, it sees attrition happening at a higher level, because consumption in oil products has been resilient, the analysts, including Martijn Rats said in the note. For instance, jet demand is projected to grow 1.5 million barrels a day by this summer, while Google Mobility data reflects a sharp increase from the year prior.

Earlier this week, Goldman Sachs, one of the world’s top investment banks, said it saw Brent prices reaching $100 also in the third quarter because of a large supply deficit.