据石油新闻2021年4月9日伦敦报道,最新调查结果发现,由于俄罗斯和伊拉克的原油产量远远超过了他们同意的上限,3月份欧佩克及其盟国(欧佩克+)的原油产量比2月份平均日增45万桶。
调查发现,欧佩克13个成员国3月份平均日产2520万桶原油,比2月份增加34万桶,而以俄罗斯为首的9个非欧佩克成员国3月份平均日产1308万桶原油,比2月份增加11万桶。
随着原油产量的增加,欧佩克+遵守配额的比例从2月份的113.5%降至3月份的111%,这主要得益于沙特阿拉伯自1月份以来又主动削减100万桶/天的原油产量。
除去沙特额外的减产,欧佩克+3月份的配额遵守率降至97%,为2020年8月以来的最低水平。
未来几个月,更多的原油将来自产油国联盟,欧佩克+同意从5月到7月日减100万桶的配额,沙特阿拉伯也将取消其自愿减产。
但事实证明,配额遵守已成为一个有争议的问题,沙特阿拉伯和其他纪律严明的成员国对产量过剩的同行表示失望,根据欧佩克+协议,这些国家必须实施补偿削减,以确保协议减产执行率。
截至2月份,俄罗斯已欠下最大的补偿削减量,为80.6万桶/天,紧随其后的是伊拉克,为64.7万桶/天。
欧佩克+石油部长们将于4月28日在线开会,重新评估他们放宽配额的决定。
李峻 编译自 石油新闻
原文如下:
OPEC+ bolsters output by 450,000 b/d in March despite strong compliance
Crude oil production from OPEC and its allies rose by 450,000 b/d in March, as Russia and Iraq pumped well above their agreed caps.
OPEC's 13 members pumped 25.20 million b/d in March up 340,000 b/d from February, while their nine non-OPEC partners, led by Russia, produced 13.08 million b/d, a rise of 110,000 b/d, the survey found.
With the production gains, OPEC+ compliance with its quotas slipped to 111% in March, compared with 113.5% in February, juiced by Saudi Arabia voluntarily cutting an additional 1 million b/d since January.
Take away the extra Saudi cut, and OPEC+ compliance would drop to 97%, the lowest since August 2020.
More crude will be coming from the producer alliance over the next few months, with OPEC+ agreeing to ease quotas by 1 million b/d from May to July and Saudi Arabia also unwinding its voluntary cut.
But quota compliance has already proved to be a contentious issue, with Saudi Arabia and other disciplined members expressing frustration at their overproducing counterparts, which are obliged under the OPEC+ deal to implement so-called compensation cuts to make their compliance whole.
Internal OPEC+ figures seen by Platts show Russia already owes the biggest volume of compensation cuts, 806,000 b/d as of February, followed by Iraq at 647,000 b/d.
OPEC+ ministers will meet online April 28 to review their decision to ease quotas.
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