海灣新聞18日報(bào)道,據(jù)路透社消息,為了抑制不斷增長的石油需求,歐佩克周日同意從下個(gè)月開始提高石油產(chǎn)量,從而結(jié)束了持續(xù)數(shù)周的減產(chǎn)會議對峙僵局。這場僵局將油價(jià)推高至近三年高點(diǎn)。
經(jīng)過兩周緊張的討論,歐佩克+同意從8月份開始,將石油產(chǎn)量每月增加40萬桶/天,直到恢復(fù)疫情前的產(chǎn)能。直到年底,該組織將石油產(chǎn)量增加200萬桶/天。
在去年每日減產(chǎn)約1000萬桶之后,石油生產(chǎn)國的供應(yīng)量仍比疫情前減少約580萬桶,這意味著周日協(xié)議將在2022年9月前將產(chǎn)量恢復(fù)到疫情前的水平;該組織將在12月重新評估這一決定。
在一份聲明中,歐佩克將油價(jià)上漲歸因于“市場基本面的持續(xù)增強(qiáng)”,指出石油需求“顯示出明顯的改善跡象”,以及隨著全球經(jīng)濟(jì)因加速接種疫苗計(jì)劃而加速增長,石油庫存下降。
此前,做為主要產(chǎn)油國的阿聯(lián)酋本月早些時(shí)候擱置了協(xié)議談判,因?yàn)樵搮f(xié)議將石油產(chǎn)量限制延長到了2022年底左右。沙特阿拉伯等的產(chǎn)油國認(rèn)為,為了防止石油供應(yīng)過剩導(dǎo)致油價(jià)下跌,這是必要的。沙特阿拉伯上周同意提高這些產(chǎn)量。
自沙特阿拉伯和阿聯(lián)酋達(dá)成協(xié)議以來,西德克薩斯中質(zhì)原油價(jià)格已下跌近5%,周日約為每桶72美元,但仍處于2018年10月以來的最高水平。到3月份,油價(jià)收復(fù)了疫情造成的所有市場失地,自那以后又上漲了約20%。
歐佩克將在9月1日再次召開會議,評估市場狀況,并決定10月份是否需要調(diào)整產(chǎn)量水平。
盡管放松了封鎖,并加快了疫苗的推出,但在去年春天過剩的庫存導(dǎo)致歷史上首次負(fù)油價(jià)后,生產(chǎn)商一直在謹(jǐn)慎地增加供應(yīng)。2020年3月,石油生產(chǎn)大國俄羅斯和沙特阿拉伯之間爆發(fā)了一場全面的價(jià)格戰(zhàn)。維持成本高昂的儲油罐很快就空了,美國一份石油期貨合約的價(jià)格在2020年4月跌至零以下。石油輸出國組織及其盟友同意減產(chǎn)以穩(wěn)定油價(jià),但據(jù)國際能源機(jī)構(gòu)稱,這些庫存至今仍在消化中。
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曹海斌 摘譯自 海灣新聞
OPEC+ agrees oil supply boost from August as prices surge
OPEC+ to ease cuts by 2 million barrels per day until year end
OPEC+ ministers agreed on Sunday to boost oil supply from August to cool prices which have climbed to 2-1/2 year highs.
London: OPEC+ ministers agreed on Sunday to boost oil supply from August to cool prices which have climbed to 2-1/2 year highs as the global economy recovers from the coronavirus pandemic.
The group, which includes OPEC countries and allies like Russia, crucially agreed new production allocations from May 2022.
OPEC+ last year cut production by a record 10 million barrels per day (bpd) amid a pandemic-induced slump in demand and collapsing prices. It has gradually reinstated some supply to leave it with a reduction of about 5.8 million bpd.
From August until December 2021 the group will increase supply by a further 2 million bpd or 0.4 million bpd a month, OPEC said in a statement.
The group had agreed to extend their overall pact until the end of 2022 from an earlier planned date of April 2022, to leave more room for manoeuvre in case global recovery stalls due to new virus variants.
Whilst both Riyadh and the UAE had been supportive of an immediate output boost, the UAE had objected to the Saudi idea to extend the pact to December 2022 without getting a higher production quota.
To overcome the disagreement, OPEC+ agreed new output quotas for several members from May 2022, including the UAE, Saudi Arabia, Russia, Kuwait and Iraq.
The overall adjustment will add 1.63 million bpd to supply from May next year, according to Reuters calculations.
The UAE will see its baseline production, from which cuts are being calculated, increase to 3.5 million bpd from May 2022 from today's 3.168 million.
Saudi and Russia will see their baselines rise to 11.5 million bpd each from the current 11 million.
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