???? 據(jù)2月1日Oil Now報道， 隨著沙特阿拉伯今年1月宣布的自愿每日減產(chǎn)100萬桶的決定生效，原油期貨受到提振，盡管人們對新冠肺炎疫情影響下的需求低迷的擔(dān)憂持續(xù)存在。
????新加坡時間上午11:52(格林威治標(biāo)準(zhǔn)時間03：52)，洲際交易所布倫特4月合約比1月29日結(jié)算價上漲33美分/桶(0.6%)，至55.37美元/桶，而3月紐約商品交易所輕質(zhì)低硫原油合約上漲22美分/桶(0.42%)，至52.42美元/桶。
????1月5日，沙特阿拉伯承諾在2月和3月期間額外減產(chǎn)100萬桶/天，以幫助緩解市場供需失衡。這些削減措施于2月1日生效。圣喬治銀行(St. George Bank)分析師指出，歐佩克+遵守了1月份達(dá)成的99%的石油供應(yīng)限制協(xié)議。
????澳新銀行(ANZ)分析師在2月1日的一份報告中表示:“歐佩克+對產(chǎn)量的限制，加上美國頁巖行業(yè)的限制，應(yīng)該會導(dǎo)致2021年上半年庫存下降?！?/p>
????除了中東的供應(yīng)減少，俄羅斯的供應(yīng)緊縮也為市場提供了支持。
????AXI首席全球市場策略師Stephen Innes在2月1日的一份報告中表示:“俄羅斯計劃將其烏拉爾原油出口量削減近20%，至三個月來的低點，因嚴(yán)寒天氣，石油轉(zhuǎn)向國內(nèi)消費(fèi)市場?！?/p>
????市場期待著2月3日歐佩克+部長級聯(lián)合監(jiān)督委員會就供應(yīng)前景提供新的線索。不過，在會議召開之前，市場分析人士預(yù)計，由于該組織在上一次會議上已經(jīng)承諾將在2021年第一季度減產(chǎn)，因此產(chǎn)量配額不會有什么變化。
????盡管為減少市場供應(yīng)過剩做出了努力，但需求的持續(xù)疲軟繼續(xù)限制了市場的上行空間。
????澳新銀行分析師表示：“一些國家更加嚴(yán)格的出行限制措施和新的限制措施的實行可能會影響交通燃料的需求。而疫苗推廣的效果并不如預(yù)期的理想，也帶來了沖擊?！?/p>
????王佳晶 摘譯自 Oil Now
????原文如下：
????Crude oil futures tick higher as Saudi Arabia’s 1 million b/d cuts begin
????Crude oil futures were buoyed as Saudi Arabia’s voluntary 1 million b/d production cuts, announced in January, took effect, even as concerns of flailing energy demand amid the coronavirus pandemic persisted.
????At 11:52 am Singapore time (0352 GMT), the ICE Brent April contract rose 33 cents/b (0.6%) from the Jan. 29 settle to $55.37/b, while the March NYMEX light sweet crude contract was up 22 cents/b (0.42%) to $52.42/b.
????On Jan. 5, Saudi Arabia voluntarily committed to an extra 1 million b/d production cut through February and March to help bridge the supply and demand imbalance in the market. These cuts came into effect Feb. 1.
????The start of the Saudi production cuts comes amid strong compliance from OPEC+ as a whole, with analysts from St. George Bank noting on Feb. 1 that the coalition adhered to 99% of their agreed oil supply curbs over January.
????“Curbs on output by OPEC+, combined with constraint from the US shale industry should see inventories falling in H1 2021,” according to ANZ analysts in a note on Feb. 1.
????Alongside the supply reduction in the Middle East, tightening supply from Russia is also providing support to the market.
????“Russia [is] planning to cut its Urals crude exports by almost 20% to a three-month low in February, as oil gets diverted for domestic consumption due to frigid weather,” Stephen Innes, chief global markets strategist at AXI said in a Feb. 1 note.
????The market is looking forward to the Feb. 3 OPEC Joint Ministerial Monitoring Committee for fresh cues on supply outlook. Ahead of the meeting, market analysts, however, expect few changes to production quotas as the alliance has already committed to production cuts for the first quarter of 2021 in its previous meeting.
????Despite efforts to reduce oversupply in the market, consistent weakness in demand continues to limit the upside in the market.
????“Stricter lockdowns and new restrictions in several countries threaten to weigh on demand for transportation fuels. This has been exacerbated by issues around the rollout of COVID-19 vaccines,” ANZ analysts said.
