유가 상승은 곧 멈출것인가?(Why The Oil Price Rally May Soon End Oilprice.com Nick Cunningham ,Oilprice.com, October 4, 2018)

https://finance.yahoo.com/news/why-oil-price-rally-may-230000855.html

However, not everyone agrees. Barclays decided to take a contrarian approach, and went against the grain in recent note with its prediction that oil prices will begin to fall before the end of the year. “The recent increase in prices has gone too far, in our view. Although prices may continue to rise from current levels in October, the market is ripe for a correction,” the bank said in a note.

바클레이스의 방향이 맞건 틀리건, 군중과 반대로 가는 좋은 분석은 고마울 따름이다.

수요와 공급 분석 외에도 신경써야 할 것은 미국 행정부의 11/4 발표

Barclays says oil prices could potentially rise towards $90 per barrel as the November 4 deadline for U.S. sanctions on Iran approaches, but prices decline thereafter. The banks sees Brent crude averaging just $77 per barrel in the fourth quarter, down significantly from the price today. From there, Brent continues to fall, averaging $75 in Q1 2019, $71 in Q2 2019, and just $70 in Q3 2019.

Absent a major supply disruption, Barclays says oil prices will be “anchored” below $80 per barrel.

국내 산업재(조선,건설,기계) 최근 숨통이 트이는 주요 원인중 하나일테니...

※ 트럼프의 요청에 화답(?)하듯 사우디 증산준비 소식, 러시아 고유가 원치 않는다는 기사 나옴

https://finance.yahoo.com/news/saudi-arabia-invest-20-billion-124434699.html

https://www.cnbc.com/2018/10/03/russia-wants-to-avoid-incredibly-high-oil-prices-rdif-chief-says.html?__source=yahoo%7Cfinance%7Cheadline%7Cstory%7C&par=yahoo&yptr=yahoo