据石油新闻2021年5月10日伦敦报道,一个减产协议履行率越来越受到质疑的俄罗斯也再次提高了其原油产量,从而使欧佩克及其盟友4月份的原油总产量达到了3个月来的高位。
调查发现,欧佩克4月份平均日产2528万桶原油,比3月份日增8万桶。俄罗斯和其他8个非欧佩克产油国4月份的原油日产量达到了1321万桶,环比增加了13万桶。
原油产量的增加预示着欧佩克+原油将在未来几个月里冲击全球市场。
由于预计全球原油需求将不断上升,欧佩克+联盟计划在5月份将减产配额减少35万桶/天,6月份减少35万桶/天,7月份再减少44.1万桶/天,3个月总共日增114万桶原油产量。
与此同时,沙特阿拉伯表示,将在此期间逐步结束自愿减产,5月份每日减产25万桶,6月份减产35万桶,7月份减产40万桶。沙特一直在控制每日增产100万桶,以帮助支持市场。
调查发现,沙特阿拉伯4月份的平均原油日产量为814万桶,而其配额为912万桶。沙特能源大臣阿卜杜勒-阿齐兹·本·萨勒曼王子称,额外削减是对联盟其他成员国的善意姿态,希望减产配额履行情况会得到改善。
有减产配额的10个欧佩克成员国和9个非欧佩克产油国4月份的减产协议履行率达到了111%。但如果不考虑沙特额外的减产,履行率将降至96%,这将是2020年7月以来的最低水平。
主要的非欧佩克合作伙伴俄罗斯4月份平均日产950万桶原油,比3月份日增16万桶,远高于其每日938万桶的配额,当月俄罗斯海运原油出口量激增。
伊拉克和尼日利亚4月份的原油日产量分别为397万桶和160万桶,在原油出口增加的推动下,两国原油产量达到了2020年5月以来的最高水平。
李峻 编译自 石油新闻
原文如下:
OPEC+ crude oil production rises in April, on surges from Iran, Russia: Platts survey
An increasingly compliance-challenged Russia also boosted its output yet again, bringing total production by OPEC and its allies to a three-month high.
OPEC produced 25.28 million b/d, up 80,000 b/d from March; Russia and eight other non-OPEC partners in the group's supply accord added 13.21 million b/d, an increase of 130,000 b/d, the survey found.
The rising output is a preview of the wave of OPEC+ crude set to hit the market over the next few months.
In anticipation of rising global oil demand, the alliance plans to roll back its quotas by a 350,000 b/d in May, another 350,000 b/d in June, and 441,000 b/d in July, for a total 1.14 million b/d rise.
Meanwhile, Saudi Arabia -- which has been reining in an extra 1 million b/d to help support the market -- has said it will end its voluntary cut gradually over that span, releasing 250,000 b/d in May, 350,000 b/d in June and 400,000 b/d in July.
The country averaged production of 8.14 million b/d in April, the survey found, compared to its quota of 9.12 million b/d. Saudi Energy Minister Prince Abdulaziz bin Salman had called the additional cut a goodwill gesture to the rest of the alliance, with the hopes that quota compliance would improve.
The 10 OPEC members with quotas under the deal and the nine non-OPEC allies achieved a conformity level of 111% in April. But take away the extra Saudi cut, and compliance falls to 96%, which would be the lowest since July 2020.
Russia, the main non-OPEC partner, pumped 9.50 million b/d of crude, a rise of 160,000 b/d from March and well above its quota of 9.38 million b/d, with seaborne exports surging in the month.
Iraq, which produced 3.97 million b/d, and Nigeria, at 1.60 million b/d, also contributed to worsening compliance, hitting their highest levels since May 2020, driven by higher crude exports.
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