據(jù)油價(jià)網(wǎng)3月21日?qǐng)?bào)道稱，投資銀行高盛（Goldman Sachs）認(rèn)為，由經(jīng)濟(jì)復(fù)蘇預(yù)期引發(fā)的大宗商品超級(jí)周期即將到來(lái)，能源市場(chǎng)和能源投資的資本也將轉(zhuǎn)移。

據(jù)路透社報(bào)道，高盛大宗商品主管杰夫·居里周二在英國(guó)《金融時(shí)報(bào)》大宗商品全球峰會(huì)上表示，能源市場(chǎng)的低迷是由銀行業(yè)的恐慌引起的。

居里表示：“隨著損失的增加，它蔓延到了大宗商品領(lǐng)域。”他補(bǔ)充說(shuō)，可能需要幾個(gè)月的時(shí)間才能收回資本，“到6月，我們?nèi)詫⒊霈F(xiàn)需求赤字，這將推高油價(jià)”。

“在銅方面，遠(yuǎn)期前景非常樂(lè)觀。我們將處于有史以來(lái)最低的可預(yù)計(jì)庫(kù)存，為12.5萬(wàn)噸。2024年將出現(xiàn)供應(yīng)峰值……短期內(nèi)，我們將（銅價(jià)）定為10500美元，長(zhǎng)期目標(biāo)價(jià)格為每噸15000美元。”

銅價(jià)周二上漲，因有跡象表明需求強(qiáng)勁，銀行業(yè)也趨于平靜。隨著銀行業(yè)恐慌的消退，倫敦金屬交易所三個(gè)月期銅CMCU3的交易價(jià)格為每噸8833.50美元。

高盛此前表示，加息可能會(huì)抑制原油需求，因此暫停加息可能會(huì)導(dǎo)致需求高于此前預(yù)測(cè)。

最近高盛估計(jì)，布倫特原油基準(zhǔn)價(jià)格將在未來(lái)幾個(gè)月達(dá)到每桶94美元，2024年布倫特原油價(jià)格將達(dá)到每桶97美元。

梁金燕 譯自 油價(jià)網(wǎng)

原文如下：

Goldman Sachs Sees Commodities Supercycle On The Horizon

Investment banker Goldman Sachs sees a commodities supercycle on the horizon triggered and a shift away from capital in the energy markets and energy investments.

The exodus from energy markets was brought on by panic in the banking sector, Goldman Sachs' head of commodities, Jeff Curie, said on Tuesday at the Financial Times Commodities Global Summit according to Reuters.

As losses mounted, it spilled into commodities," Currie said, adding that it could take months to get capital back. "We will still get a deficit by June and it will drive oil prices higher.

"On copper, the forward outlook is extraordinarily positive. We'll be at the lowest observable inventories that have ever been recorded at 125,000 tonnes. We have peak supply occurring in 2024...Near term we put (the copper price) at $10,500 and longer term our price target is $15,000 a tonne."

Copper prices rose on Tuesday on signs of solid demand and a bit more calm in the banking sector. Three-month copper CMCU3 on the LME was trading at $8,833.50 a tonne as the banking panic subsided.

Goldman said previously，Higher rate hikes could curtail crude oil demand, so a pause in the hikes could lead to higher demand than what had been previously forecast.

Goldman Sachs has most recently estimated that the Brent crude oil benchmark will reach $94 per barrel in the coming months, with 2024's Brent prices reaching $97 per barrel.