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| 2020-12-03 来源： 中国石化新闻网 |
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石化新闻 |
中国石化新闻网讯 据能源世界网12月1日迪拜/伦敦/莫斯科报道，据石油部长和代表们周一表示，欧佩克成员国周一更倾向于将现有的石油减产计划从1月起延长三个月，但仍需要说服以俄罗斯为首的更广泛的欧佩克+集团支持这一举措。 OPEC在一份声明中称，其代表团将于周二再次召开进一步会谈。包括俄罗斯和其他盟国在内的欧佩克+定于周二格林尼治标准时间13:00举行会议。 欧佩克+原计划将现有的日减产措施从明年1月起减少200万桶。 据消息人士称，由于在新冠疫情期间需求仍然承压，欧佩克+一直在考虑将现有的770万桶/天的减产延至2021年前几个月，占全球需求的8％，沙特阿拉伯对此表示支持。 据消息人士称，在周日磋商未能达成协议后，俄罗斯表示欧佩克+可能从1月开始每月增产50万桶。 令局面进一步复杂化的是，欧佩克成员国阿拉伯联合酋长国也发出信号，只有在成员国更好地遵守减产协议的情况下，它才愿意支持延期。 一名OPEC消息人士称，若非OPEC国家在(周二的)会议上同意，OPEC可能同意将目前的减产上限延长至2021年第一季度。 克里姆林宫发言人德米特里·佩斯科夫（Dmitry Peskov）表示，俄罗斯和欧佩克之间的分歧不像2020年初那样严重，当时的分歧导致谈判破裂，产量增加。 欧佩克+必须达到一种微妙的平衡，既要将油价推高到足以帮助其预算的程度，又不能推高到与美国产量媲美的程度。随着油价升至每桶50美元以上，美国页岩油产量趋于攀升。除了欧佩克+内部的挑战之外，俄罗斯的财政状况还能容忍比沙特得更低的油价。 Deutsche Bank在一份报告中称，如果欧佩克未能延续减产计划，油价可能下跌多达10%。截至格林尼治标准时间20：00，油价已下跌1.2%，至每桶47.59美元左右。 上周，由于对新冠疫苗的希望以及对欧佩克+继续减产的预期，油价出现了牛市。 郝芬 译自 能源世界网 原文如下： OPEC leans towards extending oil cuts into first quarter if allies agree OPEC members moved closer on Monday to extending existing oil production cuts for three months from January but still need to convince the wider OPEC+ group led by Russia to support the move, ministers and delegates said on Monday. "I think within OPEC there was consensus," OPEC delegations reconvene for further talks on Tuesday, the group said in a statement. OPEC+, which includes Russia and other allies, was scheduled to hold its meeting on Tuesday at 1300 GMT. OPEC+ had been due to ease existing production cuts by 2 million barrels per day (bpd) from January. But with demand still under pressure amid the coronavirus pandemic, OPEC+ has been considering extending existing cuts of 7.7 million bpd, about 8% of global demand, into the first months of 2021, a position backed by Saudi Arabia, sources said. After consultations on Sunday failed to reach agreement, sources said Russia suggested a possibility for OPEC+ to start increasing output by 0.5 million bpd each month from January. Further complicating the picture, OPEC member the United Arab Emirates was also signalling it would be willing to support a rollover only if members improved compliance with cuts. "OPEC will probably agree to extend the current production ceiling for the first quarter of 2021, if the non-OPEC countries agree with it in (Tuesday's) meeting," an OPEC source said. Kremlin spokesman Dmitry Peskov said differences between Russia and OPEC were not as severe as in early 2020, when disagreements led to a collapse in talks and a surge in output. OPEC+ has to strike a delicate balance of pushing up prices enough to help their budgets but not so much that rival U.S. output surges. U.S. shale production tends to climb as prices rise above $50 a barrel. Adding to the challenge within OPEC+, Moscow's finances can tolerate lower oil prices than Riyadh's. Oil prices, which were down 1.2% at around $47.59 a barrel by 2000 GMT, could fall as much as 10% if OPEC failed to roll over cuts, Deutsche Bank said in a note. Oil had a bull run last week, triggered by hopes for a COVID-19 virus vaccine and expectations of a rollover in OPEC+ cuts. |
