据油价网2021年7月19日报道,俄罗斯第2大石油公司卢克石油公司副总裁列昂尼德·费敦说,欧佩克可能会将其对全球石油市场的控制增加一倍,达到70%至80%。
据俄罗斯塔斯社报道,卢克石油公司负责战略发展的副总裁费敦周一对记者表示,欧佩克将因默认而赢得其增加的份额。
由于气候政策继续对石油市场造成压力,石油市场预计将萎缩,这将使欧佩克国家在全球石油市场的份额从目前的30%增加到近70-80%。
费敦没有说明欧佩克达到这一市场份额的具体时间。
然而,据费敦说,卢克石油公司的活动不会受到影响。
费敦说,“一般来说,在任何发展方案下,卢克石油公司的活动都没有受到任何限制。 即使按照国际能源署(IEA)的预测,石油供应将减少30%,欧佩克的市场份额仍将增加,届时欧佩克将控制大约70 -80%的全球市场份额。”
俄罗斯在周日的欧佩克会议后表达了乐观情绪,此次会议上调了包括俄罗斯在内的五个国家的基准产量水平。
根据新协议,从明年5月开始,俄罗斯的原油基线将调整为每日1150万桶。
然而,基线并不能直接转移到产量。
尽管如此,据《上游报》报道,俄罗斯副总理亚历山大·诺瓦克仍然乐观地认为,到明年5月调整基线时,俄罗斯的石油总产量将达到疫情爆发前的水平。
诺瓦克预计,在今年8月到明年5月之间,俄罗斯的石油产量将增加到1.54亿桶(或2100万吨)。
诺瓦克希望,基线的向上调整将重振涌入俄罗斯油气行业的投资。
李峻 编译自 油价网
原文如下:
OPEC Could Double Its Control Over Oil Market
OPEC could double its control over the oil market, to between 70% and 80%, according to Lukoil's Vice President.
OPEC will win its increased share by default, Leonid Fedun, Vice President for the strategic development of Lukoil, told reporters on Monday, according to Russian media outlet Tass.
As climate policies continue to weigh on the oil markets, the oil market is expected to contract—a situation that will increase OPEC countries' share of the global oil market from 30% today to nearly 70-80%.
Fedun did not specify the timing of this achievement.
Lukoil's activities, however, will remain unaffected, according to the VP.
"In general, we do not see any restrictions on the activities of our company under any development scenario. Even with the radical IEA scenario where oil supplies will decrease by 30%, we see that OPEC will simply increase its market share, from today to about 70 -80% of the market will be controlled by OPEC."
The Kremin expressed optimism after the OPEC meeting on Sunday that adjusted the baseline production levels upwards for five countries, including Russia.
Under the new deal, Russia's baseline level will be adjusted to 11.5 million barrels per day starting in May of next year, according to an OPEC press release.
baselines, however, aren't directly translatable to production.
Nevertheless, Russia's Deputy Prime Minister Alexander Novak remains optimistic that Russia's overall oil production will reach pre-Covid 19 levels by the time its baseline is adjusted, by May of next year, according to Upstream.
Novak sees Russia's production increasing to 154 million barrels (or 21 million tonnes) of oil between August of this year and May of next year.
Novak hopes that the upward adjustment of the baseline will reinvigorate the flow of investments pouring into Russia's oil and gas sector.
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