🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

Oil prices seen steady as demand woes mitigate supply risks - Reuters poll

Published 31/07/2019, 12:08
Oil prices seen steady as demand woes mitigate supply risks - Reuters poll
BNPP
-
ISP
-
LCO
-
CL
-

By Sumita Layek

(Reuters) - Oil prices are expected to be range-bound near current levels this year as slowing economic growth and a protracted trade dispute curb demand, a Reuters monthly poll showed, squeezing gains stemming from production curbs and Middle East tensions.

A survey of 54 economists and analysts forecast Brent crude  (LCOc1) would average $67.47 a barrel in 2019, little changed from the $67.59 seen in last month's poll and compared with the $65.88 average so far this year.

On Wednesday, Brent was trading near $65 a barrel.

"World demand remains lacklustre and is subject to significant risks of downside revisions due to trade war concerns and disappointing macroeconomic data," Intesa Sanpaolo (MI:ISP) analyst Daniela Corsini said.

Earlier in July, the Organization of the Petroleum Exporting Countries and allies including Russia agreed to extend output cuts until March 2020, seeking to prop up crude prices.

While the group's agreement is seen putting a floor under prices, analysts say its success in balancing the market is likely to diminish into next year.   

The effectiveness of OPEC production cuts "is starting to wane and will have a limited impact on balances heading into 2020", Edward Bell of Emirates NBD bank said.

"As the market is increasingly moving off non-supply-related issues, OPEC's impact on the market will weaken."

OPEC, the U.S. Energy Information Administration and the International Energy Agency downgraded their demand forecasts in July, citing a slowing global economy amid a U.S.-China trade spat and surging U.S. production.

GRAPHIC: Oil prices versus OPEC output - https://tmsnrt.rs/2MBtCUz

Analysts in the Reuters poll forecast global demand to grow by 0.8–1.4 million barrels per day (bpd) in 2019, versus the 0.9–1.3 million bpd projected in June, and continue to see emerging markets in Asia as the main drivers of demand.

"For oil to strongly rally, the market needs a positive economic catalyst, either in the form of significant progress in trade talks or central bank easing," said Harry Tchilinguirian, global head of commodity market strategy at BNP Paribas (PA:BNPP).

While the market is likely to have surplus supply this year and next, any flare-ups in the Middle East could trigger a price rally, analysts said.

"If the Strait of Hormuz were to be completely closed, about 20% of global oil supply could be lost," said Oliver Allen, economist at Capital Economics, referring to a waterway between Oman and Iran that is the world’s main conduit for oil.   

Friction between Iran and the West escalated after Iranian commandos seized a British-flagged oil tanker in the Gulf this month in what was seen as retaliation for the capture of an Iranian tanker by British forces near Gibraltar.

Industry experts also see a rise in U.S. production for the rest of 2019 and 2020 as infrastructure bottlenecks are resolved and new pipelines from the Permian basin in west Texas and New Mexico come online.

The survey predicted U.S. crude futures (CLc1) would average $59.29 per barrel in 2019, compared with last month's $59.30 forecast.     

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.