據(jù)能源世界網(wǎng)7月2日倫敦/迪拜/莫斯科聯(lián)合報(bào)道，日前，歐佩克+消息人士對(duì)路透表示，歐佩克+將在8—12月期間逐步向石油市場(chǎng)每天增加約200萬(wàn)桶原油，隨著全球經(jīng)濟(jì)復(fù)蘇和油價(jià)上漲，該集團(tuán)放松了產(chǎn)量限制。
該消息人士稱(chēng)，根據(jù)該計(jì)劃，月產(chǎn)量將增加40萬(wàn)桶/日，并補(bǔ)充稱(chēng)，歐佩克+部長(zhǎng)級(jí)委員會(huì)已向更廣泛的組織提出這一建議。另一位消息人士稱(chēng)， OPEC +聯(lián)盟中最大的產(chǎn)油國(guó)沙特和俄羅斯已經(jīng)達(dá)成初步協(xié)議。
為了應(yīng)對(duì)新冠疫情造成的石油需求破壞，歐佩克+去年同意從去年5月開(kāi)始減產(chǎn)近1000萬(wàn)桶/天，計(jì)劃到2022年4月底逐步取消限制。如今削減了約 580萬(wàn)桶/天.
有關(guān)最新增產(chǎn)計(jì)劃的消息傳出后，油價(jià)延續(xù)上漲勢(shì)頭，由于一些貿(mào)易商此前預(yù)計(jì)8月份的產(chǎn)量增幅會(huì)更大。布倫特原油周四交易價(jià)每桶逾75美元，接近兩年半高點(diǎn)。
瑞銀(UBS)分析師Giovanni Staunovo表示，“擬議的增產(chǎn)將使今年夏季的市場(chǎng)吃緊，未來(lái)幾周需求仍在上升”，并補(bǔ)充稱(chēng)，市場(chǎng)此前普遍預(yù)期每月增產(chǎn)50萬(wàn)桶或略多一點(diǎn)。
供應(yīng)管理
石油輸出國(guó)組織( OPEC )、俄羅斯及其盟國(guó)被稱(chēng)作歐佩克+組織的部長(zhǎng)們周四開(kāi)始在線(xiàn)開(kāi)會(huì)。據(jù)消息人士稱(chēng)，他們將從 8 月起決定政策，還可能考慮延長(zhǎng)整體協(xié)議的期限。
歐佩克+消息人士表示，積極供應(yīng)管理可能延長(zhǎng)至 2022 年底，盡管目前尚不清楚這一想法是否獲得了該組織的一致支持。
歐佩克在格林尼治時(shí)間13:00點(diǎn)之前結(jié)束了會(huì)議。在此之后，召開(kāi)了歐佩克+部長(zhǎng)級(jí)委員會(huì)，隨后于周四晚些時(shí)候舉行全體歐佩克+部長(zhǎng)會(huì)議。
歐佩克+的一個(gè)技術(shù)小組周二表示，預(yù)計(jì)今年石油需求將增長(zhǎng)600萬(wàn)桶/天，但指出了2022年石油供應(yīng)過(guò)剩的風(fēng)險(xiǎn)，并表示存在“重大的不確定性”，包括全球復(fù)蘇不均衡和新型冠狀病毒德?tīng)査凅w的病例增加。
沙特阿拉伯、俄羅斯和其他歐佩克+成員國(guó)自2020年3月大流行導(dǎo)致油價(jià)暴跌之前發(fā)生重大爭(zhēng)吵以來(lái)一直密切合作。價(jià)格暴跌促使他們重新合作，達(dá)成供應(yīng)協(xié)議。
郝芬 譯自 能源世界網(wǎng)
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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