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Crude oil edges higher on bullish IEA report; U.S. PPI weighs

Published 11/08/2023, 03:52
Updated 11/08/2023, 14:58
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Investing.com -- Crude oil prices rose Friday, helped by upbeat demand forecasts, but gains have been limited by an increase in producer prices in July.

By 09:45 ET (13:45 GMT), the U.S. crude futures traded 0.2% higher at $82.97 a barrel, while the Brent contract climbed 0.2% to $86.53. 

Both contracts are on course to register another positive week, with WTI trading on Thursday at its highest this year and Brent hitting its highest since late January.

IEA bullish on crude prices this year

Output cuts from a number of top producers is likely to further tighten supplies in the rest of this year, potentially driving prices even higher, according to the latest monthly report from the International Energy Agency Friday.

If production targets by the Organization of Petroleum Exporting Countries and its allies, known as OPEC+, are maintained, oil inventories could draw by 2.2 million barrels per day in the third quarter and 1.2M barrels in the fourth, "with a risk of driving prices still higher,” the Paris-based agency said.

The picture deteriorates next year, with IEA expecting demand growth to slow sharply to 1M barrels a day as a post-pandemic recovery runs out of steam and given the burgeoning use of electric vehicles.

This followed OPEC’s own monthly report, released Thursday, which forecast global oil demand to rise by 2.25M barrels per day in 2024, compared with growth of 2.44M barrels this year. 

“Given the current production targets of OPEC+ until 2024, these numbers suggest global oil inventories will draw for the remainder of this year and over 2024,” analysts at ING said, in a note.

U.S. inflation continues to rise

However, these bullish forecasts have been tempered by a larger-than-expected rise in U.S. producer prices in July, raising the possibility of the Federal Reserve keeping its interest rates at elevated levels for longer than previously expected.

The July PPI figure rose 0.3% last month, while the annual number increased 0.8% after gaining 0.2% in June. 

Thursday's U.S. consumer prices data for July fuelled speculation that the Fed is nearing the end of its aggressive rate hike cycle, but uncertainty remains as to when the U.S. central bank will actually start cutting interest rates from their 22-year high.

Slowing Chinese growth remains a worry

While prices were set for a seventh straight week of gains, their pace of weekly gains appeared to have slowed substantially.

Concerns over China, the world’s largest oil importer, were also a key pain point for oil markets.

Dismal trade and inflation data released this week, particularly data showing a slump in China’s oil imports, weighed on market optimism over a demand recovery. 

The country is also grappling with a potential debt crisis in its property sector, which is likely to further dent growth if left unchecked this year. New investment curbs by the U.S. on China also hurt sentiment, as markets feared a resurgent trade war. 

 

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