???? 據世界石油2月3日消息稱,歐佩克+表示將繼續努力迅速清除疫情留下的石油過剩,這對已經飆升至一年高點的油價來說是一個利好信號。
????在全球經濟和石油需求前景“不確定”的背景下,以沙特阿拉伯和俄羅斯為首的部長們周三“強調了盡快加速市場再平衡的重要性”。公報公布后,紐約原油價格繼續上漲,漲幅高達2.9%,達到每桶56美元以上。
????歐佩克及其盟友已經暫停了兩個月的原油供應,同時恢復了一些原油產量。去年春天,冠狀病毒出現,抑制了燃料需求,歐佩克組織暫停了數百萬桶原油生產。沙特阿拉伯本月和下月將進一步收緊石油供應,每日額外削減100萬桶。
????在為期兩個月的休會期結束至3月初的下一次全面部長級會議后,委員會就該做什么沒有任何討論。歐佩克+目前扣留了略高于700萬桶的日產量,約占全球供應的7%。
????部長級聯合監測委員會的在線會議對于歐佩克+會議來說異常順利且簡短,持續了一個多小時。當23個國家組成的聯盟上個月舉行會議時,部長級會談持續了兩天,并因在限制供應的程度上存在分歧而陷入僵局。
????沙特能源部長阿卜杜勒阿齊茲·本·薩勒曼王子不顧俄羅斯外長亞歷山大·諾瓦克的建議,將沙特額外減產100萬桶的計劃推給了一個幾乎毫無戒心的市場。自那時以來,WTI已上漲約17%。
????盡管利雅得經常尋求支持油價的措施,從而幫助彌補政府支出,但莫斯科方面卻持不同觀點,擔心高油價會引發美國頁巖油開采企業等競爭對手大量供應。
????但在部長們周三簽署的公報中,歐佩克+成員國似乎在嚴格控制供應的好處上保持了密切一致。委員會“滿懷感激”沙特的額外減產措施。
????該集團的內部數據顯示,他們的戰略將繼續取得成功。根據JMMC編制的報告,到8月份,發達國家過剩的石油庫存應在8月前回落至2015-2019年的平均水平。
????該委員會在聲明中表示:“全球疫苗的逐步推廣對今年剩余時間提振全球經濟和石油需求是一個積極因素。”
????朱佳妮 摘譯自 世界石油
????原文如下:
????OPEC+ members focus on reducing pandemic’s crude oil surplus
????OPEC+ said it will keep pushing to quickly clear the oil surplus left behind by the pandemic, a bullish signal for prices that have already surged to a one-year high.
????Ministers led by Saudi Arabia and Russia “stressed the importance of accelerating market re-balancing without delay” amid “uncertain” prospects for the global economy and oil demand on Wednesday. Crude in New York extended gains after the communique, advancing as much as 2.9% to above $56 a barrel.
????The Organization of Petroleum Exporting Countries and its allies have taken a two-month pause while restoring some of the millions of barrels of crude output they halted when the coronavirus emerged to crush fuel demand last spring. Saudi Arabia is tightening supplies further this month and next with an extra cut of 1 million barrels a day.
????The committee left any discussion about what to do after the two-month hiatus ends to its next full ministerial meeting in early March. OPEC+ is currently withholding just over 7 million barrels of daily output, or roughly 7% of global supplies.
????The online meeting of the Joint Ministerial Monitoring Committee was unusually smooth and brief for an OPEC+ gathering, lasting just over an hour. When the 23-nation coalition met last month, ministerial talks spilled into two days and were marred by discord over how far to constrict supplies.
????Saudi Energy Minister Prince Abdulaziz bin Salman had sprung the kingdom’s extra million-barrel cutback onto a mostly unsuspecting market, and against the counsel of his Russian counterpart, Alexander Novak. WTI has risen about 17% since then.
????While Riyadh has often pushed for measures that would support prices -- and thus help cover government spending -- Moscow takes a different view, fearing that high prices will provoke a flood of supplies from rivals like U.S. shale drillers.
????But in the communique endorsed by ministers on Wednesday, OPEC+ members seemed closely aligned on the merits of keeping a tight leash on supplies. The additional Saudi curb was “noted” by the committee, “with gratitude.”
????The group’s internal data showed their strategy will continue to succeed. Bloated oil inventories in developed nations should subside back to their 2015-2019 average by August, according to a report compiled for the JMMC.
????“The gradual rollout of vaccines around the world is a positive factor for the rest of the year boosting the global economy and oil demand,” according to the committee’s statement.?