Pak Vincent, Andi & Senior OB... Kalau beda kepentingan maka bisa2 hasil
analystnya juga beda. Lihat Analyst Lehman vs Morgan. (yang satu bilang $80 &
satunya ke $200) Thanks
The Case For $80 A Barrel Oil
05.09.08, 2:37 PM ET
Oil prices may hang above $100 a barrel for the rest of this year but will
fall as low as $80 next year as world demand slackens and Saudi Arabia tries to
buy influence with the incoming
president by pumping more crude oil, an influential Lehman Brothers analyst
said in a report issued today.
Saudi engineers have been working on several big projects that could boost
the nation's output by 1.3 million barrels a day--more than the expected
increase in global demand next year--but the secretive nation is "likely
to keep its political tool, excess production capacity, close to its chest
until it has
a new U.S. president to win over," Edward Morse writes.
Saudi production is currently a little less than 10 million barrels a day.
The Lehman report contrasts sharply with a Goldman Sachs (nyse: GS - news -
people ) prediction earlier this week that crude prices could soar as high as
$200
a barrel as non-OPEC producers struggle to maintain output, let alone increase
it.
Crude oil hit a record $126 on the NYMEX Friday, almost double the price of
a year ago.
Only time will tell
who's right, but the analysts at Lehman make a strong case for falling
prices as the markets absorb bearish signs such as the Chinese stockpiling oil
in advance of the Olympics, and the estimated 28 million barrels Iran is
storing in tankers because it can't find a market for the heavy,
difficult-to-refine crude.
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Kunjungi halaman depan Yahoo! Indonesia yang baru!
http://id.yahoo.com/
