據今日油價7月1日報道,路透社援引兩名歐佩克+消息人士的話稱,歐佩克+可能就當前石油生產協議期限的延長方面進行討論,或將延長至2022年4月的原定期限之后。
歐佩克+產油國的部長們于7月1日開會,決定如何從8月開始減緩石油減產,屆時該組織將從市場上收回約200萬桶/天的石油產量。不過,歐佩克+仍將維持約570萬桶/天的產量。
此前,歐佩克+對石油市場基本面和前景的樂觀評估顯示,石油市場的整體狀況已明顯改善。分析師普遍預計,歐佩克+將于7月1日決定在8月1日之前進一步減少減產規模,多數專家認為8月產量將增加50萬桶/天。
有報道稱,除了8月份的產量水平談判外,可能還會討論將協議延長到4月份以后。這與路透社之前的一篇報道相符,該報道稱,在2022年4月之后,市場上的石油供應將嚴重過剩。
據路透社報道,歐佩克+聯合技術委員會(JTC)在一份內部報告中稱:“到2022年,預計產量將顯著增加,到年底將積壓1.81億桶原油。”
據JTC的內部報告,盡管歐佩克+預計今年剩余時間,經合組織成員國的商業石油庫存將低于五年平均水平,但預計供應過剩將在明年下半年出現。
該委員會于周二召開會議,啟動了本周的聯盟決策會議。該委員會的評估表明,歐佩克+可能會選擇在2022年4月之后以某種形式繼續執行正在進行的減產協議,以確保石油市場的平衡。
王佳晶 摘譯自 今日油價
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.
免責聲明:本網轉載自其它媒體的文章,目的在于弘揚石化精神,傳遞更多石化信息,并不代表本網贊同其觀點和對其真實性負責,在此我們謹向原作者和原媒體致以敬意。如果您認為本站文章侵犯了您的版權,請與我們聯系,我們將第一時間刪除。