据石油新闻2021年4月27日伦敦报道,在成员国石油部长4月27日赞同此前同意的从5月份起增加原油产量的计划以后,石油输出国组织(欧佩克)及其盟友已获准放松他们的减产。
欧佩克+联盟计划在7月之前每天增产约200万桶原油,主要来自沙特阿拉伯。欧佩克+联盟押注全球经济的改善将胜过印度、巴西和日本冠状病毒病例的激增。
目前,美国、英国和其他国家更为乐观的需求预测和稳健的疫苗接种计划,足以让欧佩克+成员国相信增产不会导致油价下跌。
俄罗斯副总理亚历山大·诺瓦克在4月27日会议的开场白中说,“在市场上,我们看到了一些乐观和积极的动态,如人口流动和来自最大消费国的经济复苏。”“与此同时,我们要密切关注新冠肺炎疫情的形势和蔓延情况,特别是在亚洲地区的一些国家。”
据科威特国家通讯社Kuna报道,科威特石油部长Mohammed al-Fares在会议前表示,“随着疫苗的分发和全球主要经济体继续实施刺激政策,石油市场的需求速度正在明显改善。”
过去几个月全球石油库存的大幅下降对欧佩克+的决定也有所帮助,但欧佩克+联盟在会后公报中指出,经合组织商业库存在3月份增加了1440万桶,比2015-2019年的目标平均水平高出7740万桶。
欧佩克+联盟成员国石油部长们将于6月1日再次在线开会审议他们的增产决定。
李峻 编译自 石油新闻
原文如下:
OPEC+ alliance affirms crude oil output hike from May, banking on improved demand
OPEC and its allies have the green light to ease back on their production cuts, after ministers April 27 endorsed previously agreed plans to boost crude oil output from May.
The alliance, which intends to pump some 2 million b/d more crude oil by July, largely from Saudi Arabia, is betting that improvements in the global economy will outweigh the surge of coronavirus cases in India, Brazil, and Japan.
For now, rosier demand forecasts and robust vaccination programs in the US, UK, and other countries are enough to give OPEC+ members confidence that a production increase will not tank prices.
"In the market, we see some optimism and positive dynamics in the indicators of population mobility and the recovery in demand from the largest consumer countries," Russian Deputy Prime Minister Alexander Novak said in his opening remarks to a key OPEC+ monitoring committee "At the same time, we must closely monitor the situation and the spread of the coronavirus that is taking place, especially in some countries of the Asian region."
Kuwaiti oil minister Mohammed al-Fares said before the meeting that the oil market was "witnessing a tangible improvement in the rates of demand with the distribution of vaccines and the continuation of stimulus policies by major global economies," according to state news agency Kuna.
Significant drawdowns in global oil inventories in the last several months have also helped, although the alliance noted in its post-meeting communique that commercial OECD stocks increased by 14.4 million barrels in March and stood 77.4 million barrels above the targeted 2015-2019 average.
Ministers will convene online again June 1 to review their decision.
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