据能源世界网6月30日新德里报道，日前，高盛大宗商品研究公司(Goldman Sachs Commodities Research)表示，由于供应风险迫近，欧佩克及其盟国即欧佩克+需要增加石油产量，以在2022年前平衡市场。
该研究在6月29日的一份报告中表示，预计到年底，石油需求将再增加220万桶/天，造成500万桶/天的供应缺口，远远超过潜在国家与页岩生产商的产能。
高盛表示，尽管新的大规模感染浪潮可能减缓市场再平衡，但我们预计OPEC+仍将采取增产策略，因全球其他地区供应面临下行风险，表明原油和上游行业的前景比成品油和下游行业更为强劲。
该公司预计，欧佩克+产油国将连续几个月增加50万桶/天的供应量，届时该组织将于7月1日召开会议，讨论德尔塔新冠病毒变体的威胁、恢复生产以及页岩生产反应仍然缓慢等问题。
冠状病毒的 Delta 变体更具传染性，可能比其他变体更受关注。
然而，欧佩克秘书长穆罕默德•巴尔金多(Mohammad Barkindo)周二表示，2021年石油需求预计将增加600万桶/天，其中500万桶/天将在今年下半年增加，这提振了复苏希望。
郝芬 译自 能源世界网
原文如下：
Goldman says more OPEC+ supply needed to balance oil market
Goldman Sachs Commodities Research said more oil production is needed from the Organization of the Petroleum Exporting Countries and allies (OPEC+) to balance the market by 2022 as supply risk looms elsewhere.
The U.S. bank forecast oil demand to rise by an additional 2.2 million barrels per day (mbpd) by year-end, leaving a 5 mbpd supply shortfall, well in excess of what the potential country and shale producers can bring online, it said in a note dated June 29.
"While a large new infection wave could slow the market rebalancing, we expect OPEC+ to remain tactical in its output hikes with downside risks to global supply elsewhere pointing to a more robust outlook for crude and the upstream sector than petroleum products and the downstream sector," Goldman said.
The bank sees a base case of 0.5 mbpd supply increase from OPEC+ producers for consecutive months, when the group meets on July 1 to discuss the threat of the Delta COVID variant, the potential return of Iran production and still slow shale response.
The Delta variant of the coronavirus is more infectious and is likely to gain more traction over other variants.
However, boosting broad recovery hopes, Mohammad Barkindo, Secretary-General of OPEC said on Tuesday that demand is expected to rise by 6 mbpd in 2021, with 5 mbpd of that in the second half of the year.
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