據美國彭博新聞社6月30日報道,歐佩克+聯盟今天批準了一項石油產量增加計劃,此舉完成了疫情期間停止供應的恢復,同時將其下一步行動的討論推遲了一天。
據一份聲明稱,以沙特阿拉伯為首的23國集團6月30日不經審查就批準了8月份日增64.8萬桶原油產量的計劃,恢復了兩年多前關閉的每日970萬桶原油產量中的最后一部分。
但由于除沙特及其鄰國阿聯酋之外的大多數歐佩克+成員國都無法提高產量,這一決定在很大程度上只是象征性的。近幾個月來,歐佩克向市場投放的原油數量明顯低于承諾的水平,這對穩定原油價格沒有起到什么作用。
歐佩克及其盟友做出這一普遍預期的決定以后,油價幾乎沒有變化。倫敦時間6月30日下午1點34分,布倫特原油價格下跌0.5%,至每桶115.69美元。
交易商現在更關心的是,利雅得和阿聯酋將如何部署剩余的備用產能,這一選擇可能取決于美國總統7月對沙特的訪問。根據聲明,歐佩克+將在8月3日再次召開會議。
美國承認正在與歐佩克主要原油出口國進行談判,并希望它們進一步增加原油供應,因為每桶110美元左右的油價加重了消費者的負擔,并有可能使全球經濟陷入衰退。
沙特和阿聯酋能夠或愿意提供多少援助仍不確定。盡管官方數據顯示,這兩個國家的備用日產能接近300萬桶,但要實現這一目標,它們的產量需要達到以前很少能維持的水平(如果有的話)。
這樣做可能會讓交易商和煉油商擔心,全球有多少原油儲備可以應對緊急供應中斷。
殼牌公司首席執行官范伯登周三在新加坡表示:“全球備用石油產能非常低,而全球石油需求仍在恢復。”“我們很有可能將面臨一段動蕩時期。”
李峻 編譯自 美國彭博新聞社
原文如下:
OPEC+ Ratifies August Supply Hike
The OPEC+ coalition ratified an oil-production increase that completes the return of supplies halted during the pandemic, while deferring discussions on its next move for another day.
The 23-nation group led by Saudi Arabia rubber-stamped plans to add 648,000 barrels a day in August, restoring the final tranche of the 9.7 million barrels a day that was shuttered just over two years ago, according to a statement.
But with most members besides the Saudis and their neighbors unable to raise output, the decision is largely symbolic. In recent months, the group has added significantly less oil to the market than promised, doing little to soothe crude prices.
Oil was little changed after the widely expected decision by the Organization of Petroleum Exporting Countries and its allies. Brent crude was 0.5% lower at $115.69 a barrel as of 1:34 p.m. in London.
Traders are now more concerned with how Riyadh and the United Arab Emirates will deploy their remaining spare capacity, a choice that may hinge on US President’s visit to the kingdom next month. OPEC+ will meet again on August 3, according to the statement.
The US has acknowledged ongoing talks with OPEC’s key exporters and wants them to add further supplies as oil prices around $110 a barrel squeeze consumers and threaten to tip the global economy into recession.
How much the two countries are able or willing to assist remains uncertain. While official data indicates the duo have almost 3 million barrels a bay of spare production capacity, deploying this would require them to pump at levels rarely sustained before, if ever.
Doing so could raise fears among traders and refiners over how much oil supply the world has in reserve to cover emergency disruptions.
“Spare capacity is very low, demand is still recovering,” Shell Plc Chief Executive Officer Ben van Beurden said in Singapore on Wednesday. “There is a fair chance we will be facing a turbulent period.”
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