欧佩克+倾向于将减产延续到明年1月之后
据管道&天然气杂志网11月16日迪拜/伦敦路透社报道,周一消息人士对路透表示,欧佩克及包括俄罗斯在内的盟国倾向于将明年1月增产计划至少推迟三个月,以支撑油价,因新冠疫情第二波仍在继续。
欧佩克+集团产油国计划于明年1月份将石油日产量提高200万桶,约占全球消费量的2%,这是今年实施的创纪录减产的稳步缓解措施的一部分。
但随着燃料需求减弱,OPEC+一直在考虑推迟增产,甚至进一步减产。
据OPEC+消息人士表示,该决定获得了OPEC+成员国的支持,将目前770万桶/日的减产措施再维持三到六个月,而不是在明年1月将减产幅度降至570万桶/日。
一位欧佩克+消息人士称,延长三个月的可能性很大。
两个欧佩克+委员会实际上在本周开会。 联合技术委员会(JTC)于周一举行会议,可以向OPEC +建议政策措施的联合部长级监督委员会于周二举行会议。
OPEC+将于11月30日和12月1日召开全体会议,以决定明年的产量政策。
目前担任欧佩克轮值主席国的阿尔及利亚支持延长现有的减产,而最大石油出口国沙特阿拉伯则表示,欧佩克+协议可能会“有所调整”。
据欧佩克+消息人士称,周一的JTC会议还讨论了数据,显示在考虑到一些国家对过去过剩产量的补偿性减产后,10月份欧佩克+遵守减产承诺的比例为96%,低于此前预期。
这些数据表明,在确保前几个月生产过剩的国家现在进一步削减产量方面,环比没有取得进展。该消息人士称,俄罗斯累计过剩产量为53.1万桶/天,伊拉克为61万桶/天。
尽管如此,油价周一仍在每桶44美元以上交易,因寄希望于新冠疫苗以及OPEC +采取进一步行动。
郝芬 译自 管道&天然气杂志网
原文如下:
OPEC+ Leans Toward Extending Production Cuts Past January
OPEC and allies including Russia are leaning towards postponement of a planned January increase to oil output by at least three months to support prices as the COVID-19 pandemic continues its second wave, sources told Reuters on Monday.
The OPEC+ group of producers was due to raise output by 2 million barrels per day (bpd) in January - about 2% of global consumption - as part of a steady easing of record supply cuts implemented this year.
But with demand for fuel weakening, OPEC+ has been considering delaying the increase or even making further cuts.
An option gaining support among OPEC+ nations to keep the existing curbs of 7.7 million bpd for a further three to six months, OPEC+ sources said, rather than tapering the cut to 5.7 million bpd in January.
"A three-month extension is highly likely," said one OPEC+ source.
Two OPEC+ committees are meeting virtually this week. The Joint Technical Committee (JTC) held its meeting on Monday and the Joint Ministerial Monitoring Committee, which can recommend policy steps to OPEC+, meets on Tuesday.
OPEC+ will have a full meeting on Nov. 30 and Dec. 1 to decide output policy for next year.
Algeria, currently holder of OPEC's rotating presidency, has backed an extension of existing cuts and top exporter Saudi Arabia has said the OPEC+ deal could be "tweaked".
Monday's JTC meeting also discussed figures showing OPEC+ compliance with pledged curbs was 96% in October - less than previously thought - after inclusion of compensatory cuts for past excess production by some countries, an OPEC+ source said.
The figures suggested little month-on-month progress in ensuring countries that overproduced in previous months made extra cuts now. Russia's cumulative overproduction was seen at 531,000 bpd and Iraq's at 610,000 bpd, the source said.
Oil nonetheless was trading above $44 a barrel on Monday, finding support from hopes of a COVID-19 vaccine and for further action by OPEC+.