据能源世界网7月2日伦敦/迪拜/莫斯科联合报道,日前,欧佩克+消息人士对路透表示,欧佩克+将在8—12月期间逐步向石油市场每天增加约200万桶原油,随着全球经济复苏和油价上涨,该集团放松了产量限制。
该消息人士称,根据该计划,月产量将增加40万桶/日,并补充称,欧佩克+部长级委员会已向更广泛的组织提出这一建议。另一位消息人士称, OPEC +联盟中最大的产油国沙特和俄罗斯已经达成初步协议。
为了应对新冠疫情造成的石油需求破坏,欧佩克+去年同意从去年5月开始减产近1000万桶/天,计划到2022年4月底逐步取消限制。如今削减了约 580万桶/天.
有关最新增产计划的消息传出后,油价延续上涨势头,由于一些贸易商此前预计8月份的产量增幅会更大。布伦特原油周四交易价每桶逾75美元,接近两年半高点。
瑞银(UBS)分析师Giovanni Staunovo表示,“拟议的增产将使今年夏季的市场吃紧,未来几周需求仍在上升”,并补充称,市场此前普遍预期每月增产50万桶或略多一点。
供应管理
石油输出国组织( OPEC )、俄罗斯及其盟国被称作欧佩克+组织的部长们周四开始在线开会。据消息人士称,他们将从 8 月起决定政策,还可能考虑延长整体协议的期限。
欧佩克+消息人士表示,积极供应管理可能延长至 2022 年底,尽管目前尚不清楚这一想法是否获得了该组织的一致支持。
欧佩克在格林尼治时间13:00点之前结束了会议。在此之后,召开了欧佩克+部长级委员会,随后于周四晚些时候举行全体欧佩克+部长会议。
欧佩克+的一个技术小组周二表示,预计今年石油需求将增长600万桶/天,但指出了2022年石油供应过剩的风险,并表示存在“重大的不确定性”,包括全球复苏不均衡和新型冠状病毒德尔塔变体的病例增加。
沙特阿拉伯、俄罗斯和其他欧佩克+成员国自2020年3月大流行导致油价暴跌之前发生重大争吵以来一直密切合作。价格暴跌促使他们重新合作,达成供应协议。
郝芬 译自 能源世界网
原文如下:
OPEC+ seen pumping more oil in 2021, keeping some cuts through 2022
OPEC+ is moving towards gradually adding about 2 million barrels per day (bpd) to the oil market from August to December, an OPEC+ source told Reuters as the group eases back on output curbs amid a recovering global economy and an oil price rally.
Monthly increases would be 0.4 million bpd under the plan, the source said, adding that an OPEC+ ministerial committee had proposed this to the wider group. Another source said Saudi Arabia and Russia, the biggest producers in the OPEC+ alliance, had reached a preliminary agreement.
Responding to oil demand destruction caused by the COVID-19 crisis, OPEC+ last year agreed to cut output by almost 10 million bpd from May 2020, with plans to phase out the curbs by the end of April 2022. Cuts now stand at about 5.8 million bpd.
Oil prices extended gains on news of the latest increase plans because some traders had expected a bigger output rise in August. Brent crude was trading above $75 a barrel on Thursday, close to 2-1/2 year highs.
The proposed increase "would keep the market tight this summer, with still rising demand over the coming weeks", UBS analyst Giovanni Staunovo said, adding that consensus had been for an addition of 0.5 million bpd a month or slightly more.
SUPPLY MANAGEMENT
Ministers from the Organization of the Petroleum Exporting Countries, Russia and their allies, a group known as OPEC+, began online meetings on Thursday. Sources said they would decide policy from August and could also consider extending the duration of their overall pact.
The OPEC+ source said active supply management could be extended until the end of 2022, although it was not immediately clear if that idea had secured unanimous backing in the group.
OPEC finished its meeting just before 1300 GMT. An OPEC+ ministerial committee met after that, ahead of a full meeting of OPEC+ ministers due later on Thursday.
An OPEC+ technical panel on Tuesday had said it expected oil demand to grow by 6 million bpd in 2021 but flagged risks of a glut in 2022, saying there were "significant uncertainties" including an uneven global recovery and rising cases of the Delta variant of the coronavirus.
Saudi Arabia, Russia and other OPEC+ members have been cooperating closely since their big falling out in March 2020 just before the pandemic sent oil prices diving. The price crash drove them back together to forge their supply pact.
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