中国石化新闻网讯 据油价网3月28日消息称，更多麻烦的担忧仍在困扰着市场。这些担忧加剧了人们对经济放缓的预期，导致油价下跌，尽管基本面表明油价应该走高。当油价下跌时，较贫穷的经济体会受益。

《华尔街日报》本周报道称，尽管美联储、欧洲央行和英国央行都仍在加息，但东南亚的央行要么已经停止了货币紧缩，要么正准备结束货币紧缩。

报告以印度、马来西亚、印度尼西亚和菲律宾为例，指出在过去三个月里，油价已经下跌了大约10%，比去年的峰值也下跌了大约38%。

报告指出，东南亚经济体在很大程度上不受西方银行业危机可能带来的任何影响，因此它们的表现可能会好于发达国家，尽管一旦西方经济增长进一步放缓，这些经济体中最依赖出口的国家可能会受到不利影响。

换句话说，亚洲发展中经济体的表现即将超过发达国家——因为他们可以获得更便宜的石油。

与此同时，西方国家正致力于通过大规模建设风能和太阳能来减少对石油和天然气的需求。这些建设将耗资数十亿美元，而为它们建立供应链也将耗资数十亿美元。

截至本文撰写时，布伦特原油目前的交易价格不到每桶78美元。西得克萨斯中质油接近每桶70美元。尽管对银行业崩溃的担忧似乎已经开始消退，但这对价格产生影响还需要一段时间。

曹海斌 摘译自 油价网

原文如下：

Cheap Oil Is Fueling Economic Development In Asia

Fears of more trouble in the U.S. banking sector—and in the European one, are still gripping markets. Reinforcing expectations of an economic slowdown, these fears have served to lower oil prices despite fundamentals that suggest prices should be higher. And when oil prices are lower, poorer economies benefit.

The Wall Street Journal reported this week that while the Fed, the European Central Bank, and the Bank of England are all still in rate-hiking mode, central banks in Southeast Asia have either stopped monetary tightening or are preparing to wrap it up.

The report cited India, Malaysia, Indonesia, and the Philippines as examples and went on to note that in the past three months, oil prices have shed some 10 percent and are also down by about 38 percent since last year’s peak.

With the economies of Southeast Asia largely insulated from any potential fallout in case of a banking crisis in the West, they are likely to outperform developed ones, the report suggested, even though the most export-oriented among them would likely suffer adverse effects in case of a greater slowdown in Western growth.

Asian developing economies, in other words, are about to outperform the developed ones—because they have access to cheaper oil.

In the West, meanwhile, governments are focusing on reducing the demand for oil and gas by planning massive buildouts of wind and solar power. These buildouts will cost billions, and building the supply chains for them will also cost billions because both Europe and the United States are starting more or less from scratch since thebiggest consumer dominates current supply chains.

Brent crude is currently trading at less than $78 per barrel as of the time of writing. West Texas Intermediate is close to $70 a barrel. While fears of a banking meltdown seem to have started to subside, it will be a while before this affects prices.