據能源世界網7月2日倫敦/迪拜/莫斯科聯合報道,日前,歐佩克+消息人士對路透表示,歐佩克+將在8—12月期間逐步向石油市場每天增加約200萬桶原油,隨著全球經濟復蘇和油價上漲,該集團放松了產量限制。
該消息人士稱,根據該計劃,月產量將增加40萬桶/日,并補充稱,歐佩克+部長級委員會已向更廣泛的組織提出這一建議。另一位消息人士稱, OPEC +聯盟中最大的產油國沙特和俄羅斯已經達成初步協議。
為了應對新冠疫情造成的石油需求破壞,歐佩克+去年同意從去年5月開始減產近1000萬桶/天,計劃到2022年4月底逐步取消限制。如今削減了約 580萬桶/天.
有關最新增產計劃的消息傳出后,油價延續上漲勢頭,由于一些貿易商此前預計8月份的產量增幅會更大。布倫特原油周四交易價每桶逾75美元,接近兩年半高點。
瑞銀(UBS)分析師Giovanni Staunovo表示,“擬議的增產將使今年夏季的市場吃緊,未來幾周需求仍在上升”,并補充稱,市場此前普遍預期每月增產50萬桶或略多一點。
供應管理
石油輸出國組織( OPEC )、俄羅斯及其盟國被稱作歐佩克+組織的部長們周四開始在線開會。據消息人士稱,他們將從 8 月起決定政策,還可能考慮延長整體協議的期限。
歐佩克+消息人士表示,積極供應管理可能延長至 2022 年底,盡管目前尚不清楚這一想法是否獲得了該組織的一致支持。
歐佩克在格林尼治時間13:00點之前結束了會議。在此之后,召開了歐佩克+部長級委員會,隨后于周四晚些時候舉行全體歐佩克+部長會議。
歐佩克+的一個技術小組周二表示,預計今年石油需求將增長600萬桶/天,但指出了2022年石油供應過剩的風險,并表示存在“重大的不確定性”,包括全球復蘇不均衡和新型冠狀病毒德爾塔變體的病例增加。
沙特阿拉伯、俄羅斯和其他歐佩克+成員國自2020年3月大流行導致油價暴跌之前發生重大爭吵以來一直密切合作。價格暴跌促使他們重新合作,達成供應協議。
郝芬 譯自 能源世界網
原文如下:
OPEC+ seen pumping more oil in 2021, keeping some cuts through 2022
OPEC+ is moving towards gradually adding about 2 million barrels per day (bpd) to the oil market from August to December, an OPEC+ source told Reuters as the group eases back on output curbs amid a recovering global economy and an oil price rally.
Monthly increases would be 0.4 million bpd under the plan, the source said, adding that an OPEC+ ministerial committee had proposed this to the wider group. Another source said Saudi Arabia and Russia, the biggest producers in the OPEC+ alliance, had reached a preliminary agreement.
Responding to oil demand destruction caused by the COVID-19 crisis, OPEC+ last year agreed to cut output by almost 10 million bpd from May 2020, with plans to phase out the curbs by the end of April 2022. Cuts now stand at about 5.8 million bpd.
Oil prices extended gains on news of the latest increase plans because some traders had expected a bigger output rise in August. Brent crude was trading above $75 a barrel on Thursday, close to 2-1/2 year highs.
The proposed increase "would keep the market tight this summer, with still rising demand over the coming weeks", UBS analyst Giovanni Staunovo said, adding that consensus had been for an addition of 0.5 million bpd a month or slightly more.
SUPPLY MANAGEMENT
Ministers from the Organization of the Petroleum Exporting Countries, Russia and their allies, a group known as OPEC+, began online meetings on Thursday. Sources said they would decide policy from August and could also consider extending the duration of their overall pact.
The OPEC+ source said active supply management could be extended until the end of 2022, although it was not immediately clear if that idea had secured unanimous backing in the group.
OPEC finished its meeting just before 1300 GMT. An OPEC+ ministerial committee met after that, ahead of a full meeting of OPEC+ ministers due later on Thursday.
An OPEC+ technical panel on Tuesday had said it expected oil demand to grow by 6 million bpd in 2021 but flagged risks of a glut in 2022, saying there were "significant uncertainties" including an uneven global recovery and rising cases of the Delta variant of the coronavirus.
Saudi Arabia, Russia and other OPEC+ members have been cooperating closely since their big falling out in March 2020 just before the pandemic sent oil prices diving. The price crash drove them back together to forge their supply pact.
免責聲明:本網轉載自其它媒體的文章,目的在于弘揚石化精神,傳遞更多石化信息,并不代表本網贊同其觀點和對其真實性負責,在此我們謹向原作者和原媒體致以敬意。如果您認為本站文章侵犯了您的版權,請與我們聯系,我們將第一時間刪除。