據石油新聞2021年4月27日倫敦報道,在成員國石油部長4月27日贊同此前同意的從5月份起增加原油產量的計劃以后,石油輸出國組織(歐佩克)及其盟友已獲準放松他們的減產。
歐佩克+聯盟計劃在7月之前每天增產約200萬桶原油,主要來自沙特阿拉伯。歐佩克+聯盟押注全球經濟的改善將勝過印度、巴西和日本冠狀病毒病例的激增。
目前,美國、英國和其他國家更為樂觀的需求預測和穩健的疫苗接種計劃,足以讓歐佩克+成員國相信增產不會導致油價下跌。
俄羅斯副總理亞歷山大·諾瓦克在4月27日會議的開場白中說,“在市場上,我們看到了一些樂觀和積極的動態,如人口流動和來自最大消費國的經濟復蘇?!薄芭c此同時,我們要密切關注新冠肺炎疫情的形勢和蔓延情況,特別是在亞洲地區的一些國家?!?/p>
據科威特國家通訊社Kuna報道,科威特石油部長Mohammed al-Fares在會議前表示,“隨著疫苗的分發和全球主要經濟體繼續實施刺激政策,石油市場的需求速度正在明顯改善?!?/p>
過去幾個月全球石油庫存的大幅下降對歐佩克+的決定也有所幫助,但歐佩克+聯盟在會后公報中指出,經合組織商業庫存在3月份增加了1440萬桶,比2015-2019年的目標平均水平高出7740萬桶。
歐佩克+聯盟成員國石油部長們將于6月1日再次在線開會審議他們的增產決定。
李峻 編譯自 石油新聞
原文如下:
OPEC+ alliance affirms crude oil output hike from May, banking on improved demand
OPEC and its allies have the green light to ease back on their production cuts, after ministers April 27 endorsed previously agreed plans to boost crude oil output from May.
The alliance, which intends to pump some 2 million b/d more crude oil by July, largely from Saudi Arabia, is betting that improvements in the global economy will outweigh the surge of coronavirus cases in India, Brazil, and Japan.
For now, rosier demand forecasts and robust vaccination programs in the US, UK, and other countries are enough to give OPEC+ members confidence that a production increase will not tank prices.
"In the market, we see some optimism and positive dynamics in the indicators of population mobility and the recovery in demand from the largest consumer countries," Russian Deputy Prime Minister Alexander Novak said in his opening remarks to a key OPEC+ monitoring committee "At the same time, we must closely monitor the situation and the spread of the coronavirus that is taking place, especially in some countries of the Asian region."
Kuwaiti oil minister Mohammed al-Fares said before the meeting that the oil market was "witnessing a tangible improvement in the rates of demand with the distribution of vaccines and the continuation of stimulus policies by major global economies," according to state news agency Kuna.
Significant drawdowns in global oil inventories in the last several months have also helped, although the alliance noted in its post-meeting communique that commercial OECD stocks increased by 14.4 million barrels in March and stood 77.4 million barrels above the targeted 2015-2019 average.
Ministers will convene online again June 1 to review their decision.
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