据MENAFN -法新社2021年9月1日报道,尽管美国施压要求欧佩克进一步提高原油产量,但全球主要产油国预计将在周三的会议上维持7月份达成的一项协议,缓慢提高他们的原油产量。
7月,以沙特阿拉伯为首的欧佩克成员国和包括俄罗斯在内的盟友(统称为欧佩克+)决定从8月起每月增产40万桶/天,经过数周的争论,最终达成协议。
此举旨在支持受冠状病毒疫情大流行打击的全球经济复苏,去年这场危机导致了石油需求大幅下降。
但是,美国国家安全顾问杰克?沙利文8月曾表示,欧佩克+7月份达成的增产协议“根本不足以”推动全球经济复苏。
然而,分析师表示,8月25日下午23个欧佩克+伙伴之间的视频会议可能会支持7月的决定。
贸易公司Oanda的市场分析师Craig Erlam表示:“考虑到目前的价格水平、需求和不确定的前景,尽管来自白宫的压力,但如果欧佩克+目前采取(其他)行动,那将是令人意外的。”
需求的脆弱性
加拿大皇家银行资本市场的赫利马·克罗夫特也表示,“坚持到底是最有可能的结果”,不过“一些成员国对需求的脆弱性表示担忧,尤其是科威特”。
科威特官方的科威特通讯社(Kuna)援引科威特石油部长穆罕默德·法雷斯的话报道说,“所有选择”都在考虑之列。“但还没有做出最后决定,”他如是说。
克罗夫特还警告说,预测这些会议的结果是“危险的”。
今年7月,阿拉伯联合酋长国罕见地对欧佩克实际领导人沙特阿拉伯发起挑战,只是在各方达成妥协,决定在明年5月起调整其产量配额以后,才同意了该协议,这意味着它们的实际减产幅度会更小。
自今年5月以来,欧佩克+成员国逐步提高了原油产量,目的是最终恢复到新冠肺炎疫情大流行前的产量水平。一年多前,由于冠状病毒疫情大流行抑制了需求,全球原油产量大幅下降。
欧佩克在7月份曾表示,该组织将在12月份“评估市场发展情况”。 欧佩克还同意将限制产量的最后期限从明年4月延长到2022年底。
2020年4月,由于冠状病毒疫情在世界各地蔓延,冲击了全球消费、运输和供应链,油价大幅下跌。此前,由于对全球经济的担忧,油价一直在下滑。
欧佩克+随后决定从市场上每天退出970万桶原油,并逐渐恢复供应。
基准油价因此反弹,达到两年半以来的高点。
主要的国际石油合约交易价格一直在每桶70美元左右。
但市场仍然紧张,因为新冠病毒疫情感染和德尔塔变异毒株的压力在上升,各国政府不得不考虑未来的封锁。
李峻 编译自 MENAFN-法新社
原文如下:
Major oil producers set to uphold small output increase
The world's leading oil producers are expected to uphold a July deal to slowly boost output at a meeting align="justify"> OPEC members led by Saudi Arabia along with allies including Russia, known collectively as OPEC+, decided in July to raise output by 400,000 barrels per day (bpd) each month from August, in a deal thrashed out after weeks of wrangling.
The move is aimed at supporting a global economic recovery, which has been battered by the coronavirus pandemic -- a crisis that sent oil demand plummeting last year.
But US national security adviser Jake Sullivan said last month that the production boost agreed in July was "simply not enough" to fuel a global recovery.
However, analysts said Wednesday afternoon's videoconference between the 23 OPEC+ partners was likely to uphold the July decision.
"It would be a surprise if they do anything (else) at the moment, despite pressure from the White House, given current price levels, demand and uncertain outlook," said Craig Erlam, a market analyst from trading firm Oanda.
Demand fragility
Helima Croft of RBC Capital Markets also said "staying the course is the most likely outcome" though "some members have expressed concern about the fragility of demand, most notably Kuwait".
Kuwait Oil Minister Mohammed Al-Fares was quoted by the official Kuna agency as saying align="justify"> And Croft warned against "the perils of predicting" the outcomes of such meetings.
In a rare challenge to OPEC leader Saudi Arabia in July, the United Arab Emirates align="justify"> Since May this year, OPEC+ members have raised oil output bit by bit with the aim of eventually returning to pre-pandemic production levels, after slashing them more than a year ago when the coronavirus pandemic crushed demand.
The grouping will "assess market developments" in December, OPEC said in July. It also agreed to extend a deadline align="justify"> Oil prices -- which had already been sliding owing to concerns about the global economy -- plummeted in April 2020 as coronavirus spread around the world and hit global consumption, transport and supply chains.
OPEC+ then decided to withdraw 9.7 million bpd from the market and to gradually restore supplies.
Benchmark oil prices rebounded as a result to reach two-and-a-half-year highs.
The main international oil contracts have been trading around $70 per barrel.
But the market remains nervous with Covid infections and the Delta strain on the rise and governments mulling future lockdowns.