据2月1日Oil Now报道， 随着沙特阿拉伯今年1月宣布的自愿每日减产100万桶的决定生效，原油期货受到提振，尽管人们对新冠肺炎疫情影响下的需求低迷的担忧持续存在。
新加坡时间上午11:52(格林威治标准时间03：52)，洲际交易所布伦特4月合约比1月29日结算价上涨33美分/桶(0.6%)，至55.37美元/桶，而3月纽约商品交易所轻质低硫原油合约上涨22美分/桶(0.42%)，至52.42美元/桶。
1月5日，沙特阿拉伯承诺在2月和3月期间额外减产100万桶/天，以帮助缓解市场供需失衡。这些削减措施于2月1日生效。圣乔治银行(St. George Bank)分析师指出，欧佩克+遵守了1月份达成的99%的石油供应限制协议。
澳新银行(ANZ)分析师在2月1日的一份报告中表示:“欧佩克+对产量的限制，加上美国页岩行业的限制，应该会导致2021年上半年库存下降。”
除了中东的供应减少，俄罗斯的供应紧缩也为市场提供了支持。
AXI首席全球市场策略师Stephen Innes在2月1日的一份报告中表示:“俄罗斯计划将其乌拉尔原油出口量削减近20%，至三个月来的低点，因严寒天气，石油转向国内消费市场。”
市场期待着2月3日欧佩克+部长级联合监督委员会就供应前景提供新的线索。不过，在会议召开之前，市场分析人士预计，由于该组织在上一次会议上已经承诺将在2021年第一季度减产，因此产量配额不会有什么变化。
尽管为减少市场供应过剩做出了努力，但需求的持续疲软继续限制了市场的上行空间。
澳新银行分析师表示：“一些国家更加严格的出行限制措施和新的限制措施的实行可能会影响交通燃料的需求。而疫苗推广的效果并不如预期的理想，也带来了冲击。”
王佳晶 摘译自 Oil Now
原文如下：
Crude oil futures tick higher as Saudi Arabia’s 1 million b/d cuts begin
Crude oil futures were buoyed as Saudi Arabia’s voluntary 1 million b/d production cuts, announced in January, took effect, even as concerns of flailing energy demand amid the coronavirus pandemic persisted.
At 11:52 am Singapore time (0352 GMT), the ICE Brent April contract rose 33 cents/b (0.6%) from the Jan. 29 settle to $55.37/b, while the March NYMEX light sweet crude contract was up 22 cents/b (0.42%) to $52.42/b.
On Jan. 5, Saudi Arabia voluntarily committed to an extra 1 million b/d production cut through February and March to help bridge the supply and demand imbalance in the market. These cuts came into effect Feb. 1.
The start of the Saudi production cuts comes amid strong compliance from OPEC+ as a whole, with analysts from St. George Bank noting on Feb. 1 that the coalition adhered to 99% of their agreed oil supply curbs over January.
“Curbs on output by OPEC+, combined with constraint from the US shale industry should see inventories falling in H1 2021,” according to ANZ analysts in a note on Feb. 1.
Alongside the supply reduction in the Middle East, tightening supply from Russia is also providing support to the market.
“Russia [is] planning to cut its Urals crude exports by almost 20% to a three-month low in February, as oil gets diverted for domestic consumption due to frigid weather,” Stephen Innes, chief global markets strategist at AXI said in a Feb. 1 note.
The market is looking forward to the Feb. 3 OPEC Joint Ministerial Monitoring Committee for fresh cues on supply outlook. Ahead of the meeting, market analysts, however, expect few changes to production quotas as the alliance has already committed to production cuts for the first quarter of 2021 in its previous meeting.
Despite efforts to reduce oversupply in the market, consistent weakness in demand continues to limit the upside in the market.
“Stricter lockdowns and new restrictions in several countries threaten to weigh on demand for transportation fuels. This has been exacerbated by issues around the rollout of COVID-19 vaccines,” ANZ analysts said.
