俄罗斯计划增产 石油价格下滑

中国石化新闻网讯 据今日油价5月27日报道，俄罗斯计划在6月底放松石油减产措施，消息公布后，WTI指数下跌0.3%，而前一日涨幅超过3%。油价承压，使WTI维持在每桶35美元以下。

但也有知情人士称，俄罗斯实际上正在考虑延长当前的石油削减计划。

俄罗斯下个月将与欧佩克(OPEC)成员国举行会议，讨论未来将会执行的举措。俄罗斯能源部长诺瓦克(Alexander Novak)表示，预计石油市场将在7月前实现再平衡。这表明，俄罗斯可能确实准备放松减产，目前的产量上限为850万桶/天。不过，值得一提的是，需求复苏还存在太多不确定性，所以延长减产肯定会被提上议事日程。

根据上周的报告，俄罗斯遵守了减产承诺，5月前三周，俄罗斯原油日产量平均为872万桶，这接近850万桶/天的配额。

另一个对石油市场有利的信号是尼日利亚和阿尔及利亚已经提高了其官方石油售价，这表明它们预计需求很快就会得到改善。

与此同时，中国和印度这两个关键市场的需求正在复苏。印度能源部长普拉丹(Dharmendra Pradhan)表示，下个月石油需求将反弹至危机前的水平。IHS Markit表示，预计中国的石油需求可能会达到危机前92%的水平。

王佳晶 摘译自 今日油价

原文如下：

Oil Slides As Russia Plans To Raise Production

Reports that Russia plans to start easing oil production cuts after the end of June arrested the oil price rally, keeping WTI below $35 a barrel.

WTI slid 0.3 percent following the news, after gaining more than 3 percent yesterday.

The Bloomberg report, which cites unnamed sources familiar with Moscow’s position on the cuts, stands in stark contrast with a Reuters report, which also cited unnamed people familiar with the Russian position, who said Moscow was in fact considering an extension of the current cuts.

Russia is meeting with its OPEC+ partners next month to discuss future steps, with Energy Minister Alexander Novak saying that he expected the oil market to rebalance by July. The remark suggests Russia might indeed be ready to ease the cuts, which have capped its production at 8.5 million bpd. On the other hand, there are way too many questions around the rate of demand improvement for comfort, so extending the production cuts is certainly on the table.

According to reports from last week, Russia is almost complying with its share of the cuts, with its crude oil production averaging 8.72 million bpd in the first three weeks of May, as per Reuters estimates. This is close to the 8.5-million-bpd quota.

In a separate positive sign for oil markets, Bloomberg noted that Nigeria and Algeria had increased their official selling oil prices, indicating they expected improved demand soon.

Meanwhile, demand is recovering in two key markets: China and India. India’s Energy Minister Dharmendra Pradhan said demand for oil would rebound to pre-crisis levels next month while in China, IHS Markit said it expected May demand to reach 92 percent of pre-crisis levels.