據(jù)美國油價(jià)網(wǎng)2022年5月2日報(bào)道，尼日利亞的產(chǎn)量不足導(dǎo)致歐佩克4月份的原油產(chǎn)量增幅遠(yuǎn)遠(yuǎn)低于歐佩克供應(yīng)協(xié)議所要求的水平。

根據(jù)路透社調(diào)查，歐佩克4月份原油平均日產(chǎn)量為2858萬桶，這意味著歐佩克10個成員國4月份的原油日產(chǎn)量僅比3月份多4萬桶。

歐佩克減產(chǎn)協(xié)議要求歐佩克成員國4月份的日產(chǎn)量增加25.4萬桶，歐佩克+的總?cè)债a(chǎn)量增加40萬桶。這意味著歐佩克成員國4月份的原油日產(chǎn)量缺口約為21.4萬桶。

今年3月份，歐佩克原油日總產(chǎn)量僅增加5.7萬桶，其中5.4萬桶來自沙特阿拉伯。阿聯(lián)酋4月份也增加了產(chǎn)量，但歐佩克的非洲成員國當(dāng)月原油產(chǎn)量有所下降。

路透社的調(diào)查指出，除了2月份，從2021年10月到2022年3月，歐佩克的原油產(chǎn)量低于協(xié)議承諾。一名歐佩克代表對路透社表示，目前的協(xié)議可能在6月份維持不變，將日產(chǎn)量從3月份討論的日增40萬桶提高至43.2萬桶。

路透社的調(diào)查發(fā)現(xiàn)，歐佩克4月份減產(chǎn)協(xié)議的履行率目前估計(jì)為164%，略高于3月份的151%。

盡管有跡象表明歐盟即將實(shí)施石油禁令，但人們越來越擔(dān)心降低燃料需求。5月2日早間油價(jià)下跌逾3%。

據(jù)卡塔爾半島電視臺報(bào)道，盛寶銀行大宗商品研究主管Ole Sloth Hansen表示：“除了普遍的風(fēng)險(xiǎn)厭惡情緒，對經(jīng)濟(jì)增長的擔(dān)憂是一個關(guān)鍵因素，有跡象表明，高油價(jià)已經(jīng)導(dǎo)致需求下降。” 

李峻 編譯自 美國油價(jià)網(wǎng)

原文如下：

OPEC Has Missed Its Oil Output Target once Again

Force majeure and under-production in Nigeria have led to a much lower increase in OPEC production for the month of April than was called for by the cartel’s supply agreement. 

According to a Reuters survey, OPEC produced 28.58 million barrels per day in April, meaning that OPEC’s 10 members produced only 40,000 bpd more than in March.  

The output deal called for a 254,000 bpd increase for OPEC countries, and a 400,000 bpd increase overall for OPEC+ production for April. This suggests a shortfall of some 214,000 bpd for OPEC members. 

In March, OPEC alone increased its combined production by just 57,000 bpd, of which 54,000 bpd came from Saudi Arabia. The UAE also increased its production but the African members of the cartel saw their output decline during the month.

From October 2021 through March 2022, OPEC output came in lower than the deal commitments, except for the month of February, the Reuters survey noted. 

Set to meet on Thursday this week, an OPEC delegate told Reuters that the current deal is likely to be maintained for June at an increase from 400,000 to 432,000 bpd that was discussed in March. 

Compliance with the deal is now at an estimated 164%, the survey found, up slightly from compliance of 151% the previous month.

Oil prices were down over 3% early Monday, amid rising fears  the strip demand for fuel, despite indications that the European Union is edging closer to oil ban. 

“Growth concerns are a key driver, coming on top of the general risk-averse sentiment and signs that high fuel prices are already causing demand destruction,” Ole Sloth Hansen, head of commodities research at Saxo Bank A/S, said, as reported by Al-Jazeera.