???? 據3月4日路透社報道,歐佩克將于周四決定是否凍結石油產量,還是在4月份的基礎上略微提高石油產量。近期油價上漲是因為人們對新冠肺炎疫情期間經濟復蘇脆弱感到擔憂。
????市場一直在預期歐佩克將從4月起每日減產約50萬桶的供應量。歐佩克主要領導人沙特阿拉伯也將部分或完全結束其自愿的每日額外減產100萬桶的決定。
????來自歐佩克的三位消息人士稱,歐佩克的一些主要成員國建議,整個歐佩克的產出應保持不變。他們表示,目前還不清楚沙特是否會結束自愿減產或延長減產時間。
????俄羅斯一直堅持提高產量,以避免價格進一步飆升,并為不屬于歐佩克的美國提供頁巖油產出支持。
????但在2月份,盡管歐佩克允許莫斯科這樣做,但莫斯科未能提高產量。因為嚴冬天氣影響了成熟油田的產量。
????摩根大通公司引用俄羅斯在歐佩克技術委員會的代表丹尼斯·德尤斯金的話說,俄羅斯認為提高產量有一定道理,因為石油市場處于50萬桶/日的赤字中。
????一位了解俄羅斯想法的消息人士稱,莫斯科希望從4月起將產量提高0.125萬桶/日。
????馮于榮 摘譯自 路透社
????原文如下:
????OPEC+ debates whether to raise or freeze oil output as price recovers
????OPEC and its allies in will decide on Thursday whether to freeze oil output or raise it slightly from April as a recent price rally is clouded by concern over the fragility of economic recovery during the COVID-19 pandemic.
????The market has been expecting the OPEC+ group of producers to ease supply cuts by about 500,000 barrels per day (bpd) from April. OPEC’s de facto leader Saudi Arabia has also been expected to partially or fully end its voluntary production cut of an additional 1 million bpd.
????But three OPEC+ sources said on Wednesday that some key members of the Organization of the Petroleum Exporting Countries (OPEC) had suggested that output across the OPEC+ group should be kept unchanged.
????It was not immediately clear whether Saudi Arabia would end its voluntary cuts or extend them, they said.
????Russia has been insisting on raising output to avoid prices spiking any further and lending support to shale oil output from the United States, which is not part of OPEC+.
????But in February Moscow failed to raise output, despite being allowed to do so by OPEC+, because harsh winter weather hit output at mature fields.
????JP Morgan cited Russia’s representative on the OPEC+ technical committee, Denis Deryushkin, as saying that Russia saw some rationale in raising output because the oil market was in a 500,000 bpd deficit.
????A source familiar with Russian thinking said Moscow wanted to raise its output by 0.125 million bpd from April.