据美国钻井网站2022年3月15日报道,航运信息公司 Kpler首席美洲石油分析师马特•史密斯表示,欧佩克+3月底举行的下一次会议不太可能偏离该组织目前每月日增40万桶原油产量的立场。
史密斯在发给美国钻井网站的一份声明中表示:“我们看到,欧佩克+在过去一年里非常谨慎,尽管阿联酋提出了加快增产的建议,欧佩克+仍没有对近期发生的事件做出反应,我们预计这种情况将在3月底召开的会议上再次出现。”
惠誉解决方案油气主管约瑟夫•加特杜拉日前在接受美国钻井网站记者采访时表示,欧佩克+协议绝对有崩溃的可能。
加特杜拉告诉记者:“欧佩克+提高产量水平来帮助将油价降至早些时候同意的每月日增40万桶原油的水平之上,这可能会导致双方关系恶化。”
3月2日,欧佩克+通过视频会议召开了最新一次会议,会议指出,当前的石油市场基本面表明市场非常平衡。欧佩克+补充称,当前的波动不是由市场基本面变化造成的,而是由当前的地缘政治发展造成的。
在为3月2日欧佩克+会议做准备而在3月1日召开的合作宣言( DOC)最新联合技术委员会会议上,欧佩克秘书长巴尔金都鼓励《合作宣言》参加国保持积极、灵活和关注不断变化的市场环境。
巴尔金都在欧佩克+的一份声明中说:“无论我们可能面临什么样的挑战,我们有效和经过验证的DOC框架将继续是我们共同成功的操作方法,并帮助我们一步一步、一天一天地接近实现我们的共同目标。” 他补充道:“这种灵活而慎重的方法将再次获得回报。”
欧佩克+下一次会议将于3月31日通过视频会议方式举行。
李峻 编译自 美国钻井网站
原文如下:
What Will Happen at the Next OPEC Meeting?
According to Matt Smith, Kpler’s lead Americas oil analyst, OPEC’s meeting at the end of the month is unlikely to yield any deviation from the group’s current stance of increasing production each month by 400,000 barrels per day.
“We have seen the group be very measured over the last year, not reacting to near-term events, and we expect this to be the case once again, despite some overtures from UAE about boosting output faster,” Smith said in a statement sent to Rigzone.
Speaking to Rigzone last week, Joseph Gatdula, the head of oil and gas at Fitch Solutions, said there is definitely the potential for a collapse in OPEC+ agreement.
“The fallout in relations could be caused by OPEC raising production levels to help cool prices above earlier agreed production cut tapering of 400,000 barrels per day each month,” Gatdula told Rigzone.
“The increase in supply would help cushion the loss of Russian crude from markets and weaken Russia’s ability to sustain its resistance to sanctions,” he added.
The latest OPEC+ meeting, which was held via videoconference on March 2, noted that current oil market fundamentals pointed to a well-balanced market. It added that current volatility was not caused by changes in market fundamentals but by current geopolitical developments.
In the latest Joint Technical Committee of the Declaration of Cooperation meeting, which was held on March 1 in preparation for the OPEC+ meeting on March 2, OPEC Secretary General, Mohammad Sanusi Barkindo, encouraged the DOC’s participating countries to remain proactive, nimble and attentive to changing market conditions.
“No matter what challenges we may face, our efficacious and proven DOC framework will continue to be the modus operandi for our joint success and help move us, step by step and day by day, closer to achieving our common objectives,” Barkindo said in an OPEC statement. “This nimble and measured approach will once again pay off,” he added.
The next OPEC+ meeting is currently scheduled to take place via videoconference on March 31.
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