据今日油价7月1日报道，路透社援引两名欧佩克+消息人士的话称，欧佩克+可能就当前石油生产协议期限的延长方面进行讨论，或将延长至2022年4月的原定期限之后。
欧佩克+产油国的部长们于7月1日开会，决定如何从8月开始减缓石油减产，届时该组织将从市场上收回约200万桶/天的石油产量。不过，欧佩克+仍将维持约570万桶/天的产量。
此前，欧佩克+对石油市场基本面和前景的乐观评估显示，石油市场的整体状况已明显改善。分析师普遍预计，欧佩克+将于7月1日决定在8月1日之前进一步减少减产规模，多数专家认为8月产量将增加50万桶/天。
有报道称，除了8月份的产量水平谈判外，可能还会讨论将协议延长到4月份以后。这与路透社之前的一篇报道相符，该报道称，在2022年4月之后，市场上的石油供应将严重过剩。
据路透社报道，欧佩克+联合技术委员会(JTC)在一份内部报告中称:“到2022年，预计产量将显著增加，到年底将积压1.81亿桶原油。”
据JTC的内部报告，尽管欧佩克+预计今年剩余时间，经合组织成员国的商业石油库存将低于五年平均水平，但预计供应过剩将在明年下半年出现。
该委员会于周二召开会议，启动了本周的联盟决策会议。该委员会的评估表明，欧佩克+可能会选择在2022年4月之后以某种形式继续执行正在进行的减产协议，以确保石油市场的平衡。
王佳晶 摘译自 今日油价
原文如下：
OPEC+ May Discuss Extending Oil Production Pact Beyond April 2022
The OPEC+ alliance could discuss on Thursday extending the current oil production pact beyond its original end date, April 2022, Reuters reported on Wednesday, quoting two OPEC+ sources.
The ministers of the OPEC+ producers meet on July 1 to decide how to proceed with the easing of the oil production cuts from August, when the group will have returned around 2 million barrels per day (bpd) from its oil output on the market. However, OPEC+ still keeps some 5.7 million bpd off the market, and analysts and traders expect the group’s decision tomorrow.
The alliance said on Tuesday that the overall conditions in the oil market had significantly improved in an optimistic assessment of fundamentals and prospects ahead of Thursday’s decision.
Analysts largely expect OPEC+ to decide on July 1 to further ease the cuts as of August 1, with most experts gravitating toward a 500,000-bpd increase for the month of August.
Reports of possible discussions on Thursday about an extension of the agreement beyond April, on top of the talks about the August production levels, would fit an earlier Reuters report that the alliance sees a significant overhang of oil supply on the market after April 2022.
“In 2022, a significant increase is seen, leading to an overhang of 181 million barrels by the end of the year,” the Joint Technical Committee (JTC) of the OPEC+ group said in an internal report Reuters has seen.
While OPEC+ expects commercial oil stocks in OECD nations to be below the five-year average for the rest of this year, it expects the oversupply to return in the second half of next year, according to the JTC’s internal report.
This assessment of the panel, whose meeting on Tuesday launched this week’s decision-making gatherings of the coalition, suggests that OPEC+ may opt to continue the ongoing deal in some form after April 2022 to ensure a balanced oil market.