据油价网3月21日报道称，投资银行高盛（Goldman Sachs）认为，由经济复苏预期引发的大宗商品超级周期即将到来，能源市场和能源投资的资本也将转移。

据路透社报道，高盛大宗商品主管杰夫·居里周二在英国《金融时报》大宗商品全球峰会上表示，能源市场的低迷是由银行业的恐慌引起的。

居里表示：“随着损失的增加，它蔓延到了大宗商品领域。”他补充说，可能需要几个月的时间才能收回资本，“到6月，我们仍将出现需求赤字，这将推高油价”。

“在铜方面，远期前景非常乐观。我们将处于有史以来最低的可预计库存，为12.5万吨。2024年将出现供应峰值……短期内，我们将（铜价）定为10500美元，长期目标价格为每吨15000美元。”

铜价周二上涨，因有迹象表明需求强劲，银行业也趋于平静。随着银行业恐慌的消退，伦敦金属交易所三个月期铜CMCU3的交易价格为每吨8833.50美元。

高盛此前表示，加息可能会抑制原油需求，因此暂停加息可能会导致需求高于此前预测。

最近高盛估计，布伦特原油基准价格将在未来几个月达到每桶94美元，2024年布伦特原油价格将达到每桶97美元。

梁金燕 译自 油价网

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.