NVDA Q3 Earnings Alert: Why our AI stock picker is still holding Nvidia stockRead More

Oil faces demand headwinds as virus impact counters OPEC curbs - Reuters poll

Published 28/02/2020, 11:08
Oil faces demand headwinds as virus impact counters OPEC curbs - Reuters poll
ISP
-
LCO
-
CL
-

By Brijesh Patel

(Reuters) - Oil prices will be pressured this year as the spread of coronavirus takes a toll on the global economy and demand, overshadowing OPEC's efforts to curb production to support the market, a Reuters poll showed on Friday.

The survey of 42 economists and analysts forecast Brent crude (LCOc1) would average $60.63 a barrel in 2020, down about 5% from the previous month's $63.48 projection.

The global benchmark has averaged $59.80 so far this year.

Oil has shed nearly 30% from January highs, with U.S. crude (CLc1) dropping below $50 a barrel after the virus hit demand in China, the world's top oil importer, and sparked concerns about excess global supply. [O/R]

"In the first quarter, we expect economic disruptions caused by the outbreak to weigh heavily on oil demand and prices," Capital Economics analyst Caroline Bain said.

Crude prices fall as coronavirus cases rise: https://fingfx.thomsonreuters.com/gfx/editorcharts/OIL-PRICES/0H001R8DJC2F/eikon.png

A further production cut by the Organization of the Petroleum Exporting Countries and its allies led by Russia, expected to be announced in Vienna on March 5-6, would do little to cushion the market from the virus impact, analysts said.

Of the 37 contributors who participated in both the January and February polls, 25 cut their 2020 Brent forecasts.

Analysts expect global oil demand to grow by about 0.7-1.1 million barrels per day (bpd) this year, compared with last month's prediction of 0.8-1.5 million bpd.

The U.S. Energy Information Administration lowered its 2020 demand growth forecast to 1 million bpd from 1.3 million bpd.

OPEC production vs. world demand: https://fingfx.thomsonreuters.com/gfx/editorcharts/OIL-PRICES/0H001R8DMC2Q/eikon.png

"Demand growth is likely to take a hit from the impact on transportation from the epidemic and a milder winter. This will likely result in an oversupplied oil market in Q1," UBS analyst Giovanni Staunovo said.

Oil could stage a slight recovery, especially towards the second half of 2020, although that would be contingent on how fast the virus situation eases, analysts said.

"Prices could recover ground over the next months driven by OPEC+ commitment to maintaining global markets close to balance, the threat of U.S. sanctions against Russian crude producers and persisting supply disruptions in several countries, including Libya," Intesa Sanpaolo (MI:ISP) analyst Daniela Corsini said.

Prices may find further support from a moderate slowdown in U.S. shale output, some analysts said.

While the EIA forecast U.S. crude production to rise to a record 13.2 million bpd this year, the agency expects the rate of growth to slow into next year.

The poll forecast U.S. light crude to average $55.75 a barrel in 2020, down from the $58.22 consensus in January.

"We expect U.S. oil production growth to fall to 2% in 2020, following two consecutive years of double-digit growth, as companies continue to cut back on investment in the context of softening oil prices," Economist Intelligence Unit analyst Cailin Birch said.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.