上调布伦特油价预期，认为原油供应面应对措施滞后于需求反弹；① 高盛表示，随着全球能源需求复苏速度超过OPEC+联盟的供应应对、页岩油以及伊朗因素的影响，油价的反弹之势将会比此前预期来得更早且幅度更大。② 高盛在报告中称，消费水平将在7月下旬之前回升至疫情前水平，而主要产油国的产量可能仍对上涨的油价保持“高度未适应性”。高盛将布伦特油价预期上调每桶10美元，预计下季度触及70美元，将之后季度的油价预期提高至75美元。③ Damien Courvalin等高盛分析师在报告中表示，“这一更快速的再平衡出现在预期中的冬季需求旺盛时期，接踵而来的将是今年春季供应缺口扩大，因为OPEC+产量滞后于我们高于普遍预期的需求复苏预估值。”④ 油价反弹至新冠疫情对全球经济造成严重冲击之前的水平，是受沙特的单方面减产以及需求前景回升推动。高盛称，此轮涨势的助推因素还包括投资者利用原油头寸来为应对通货再膨胀环境做准备
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