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Oil falls to 22-month low at $55 on recession fears

By Fayen Wong Fayen Wong 2 hrs 58 mins ago

PERTH (Reuters) Oil fell for a third straight day on Thursday to hit a

22-month low of $55 a barrel as mounting pessimism about the global economy

outweighed OPEC's comments that it could cut output again as early as

end-November.

OPEC officials, concerned about oil's steep drop from record highs over $147 a

barrel per day (bpd) in July, said the cartel could possibly decide by the end

of the month to cut production again to raise prices.

But comments from the producer group failed to lift oil prices, as investors

focused on near-term demand worries after the U.S. Energy Information

Administration (EIA) slashed America's 2008 oil demand outlook and the

International Energy Agency (IEA) flagged further reduction in its oil

forecast.

U.S. light crude for December delivery was down 95 cents at $55.21 a barrel by

0702 GMT, after having fallen earlier to $54.67 -- the lowest since January 30,

2007.

London Brent crude fell $1.02 to $51.35, off an earlier low of $50.60.

"Oil prices continue to be pressured by fears that weaker international

economic growth will depress oil consumption," said David Moore, an analyst at

the Commonwealth Bank of Australia.

Oil fell 5 percent overnight, along with a big drop in U.S. stock markets,

after the U.S. government shifted its position on how it planned to use its

$700 billion bailout fund, which added uncertainty to financial markets and

renewed fears of a protracted global recession.

Expectations that U.S. government data to be released on Thursday would show a

further build-up of crude and gasoline stocks also weighed on prices, analysts

said.

Analysts polled by Reuters ahead of U.S. weekly inventory data forecast crude

oil stocks rose 1.2 million barrels last week, while distillate and gasoline

inventories were seen rising by 800,000 barrels and 300,000 barrels

respectively.

Oil has lost about $91, or 62 percent, from its record high of above $147

struck in mid-July, on growing evidence that recent high energy prices and the

financial crisis have dented energy demand in the United States and other

industrialized nations.

Demand in the United States, the world's biggest consumer of oil, was expected

to fall by more than 1 million barrels per day (bpd) for the first time since

1980 this year, the EIA said.

The EIA also forecast world oil demand to rise by only just 100,000 bpd in 2008

and will be virtually flat in 2009, as it cut its 2009 oil price forecast to

average around $63.50 a barrel.

Analysts said a move by IEA to further cut its oil demand growth forecast later

on Thursday could heighten fears among investors.

In the latest sign that China's economy is also being hit by the global

downturn, data on Thursday showed Chinese annual industrial output slumped to

8.2 percent in October, the weakest reading since late 2001, as manufacturers

struggled with a drop in export demand and weakness in the domestic property

market.

China also posted its first annual decline in power output during a non-holiday

month for a decade, with a 4 percent fall in October.

OPEC President Chakib Khelil told Reuters on Wednesday that Organization of

Petroleum Exporting Countries may cut oil supplies again, possibly as early as

at November 29 meeting in Cairo, if prices keep falling and the world economy

weakens.

"If the prices continue their decline, most probably OPEC will have to take a

further decision on a cut in supply," Khelil told Reuters in an interview in

Algiers.