欧佩克+准备冒油价上涨风险

　　中国石化新闻网讯 据油价网10月27日消息称，OPEC+准备冒价格上涨和影响需求的风险。

　　本周，路透社的John Kemp在一篇专栏文章中写道，欧佩克+准备冒价格上涨和影响需求的风险，而不是增加供应，以遏制全球油价基准（WTI与布伦特原油）的上涨潜力。

　　根据Kemp的说法，欧佩克+和美国页岩油钻探公司一样，往往更看重油价的下行风险而不是上行风险。

　　事实上，沙特阿拉伯石油部长本周早些时候表示，欧佩克+并不急于提高产量以应对更多的石油需求，因为该组织并不认为任何事情都是理所当然的。

　　这位官员说：“我们不会想当然。新冠病毒依然存在，仍然不时需要隔离措施”，航空燃料供应仍然紧张。“所以，我们还没有摆脱困境，我们还没有摆脱新冠的影响。”

　　有趣的是，咨询机构Energy Aspects的Amrita Sen本周表示，油价上涨实际上会被视为能源转型的推动者。在为英国《金融时报》撰写的一篇评论文章中，Sen指出:“价格上涨是需求方面行为变化的最有效催化剂。换句话说，化石燃料价格高企的时间越长，需求就越有可能开始萎缩。

　　朱佳妮 摘译自 油价网

　　原文如下：

　　OPEC+ Ready To Risk Higher Prices

　　OPEC+ is ready to risk prices going higher and affecting demand

　　Saudi Arabia’s oil minister Abdulaziz bin Salman: OPEC+ is in no rush to boost production in response to calls for more barrels as the cartel didn’t take anything for granted

　　Energy Aspects’ Amrita Sen suggested this week higher oil prices are actually to be embraced as enablers of the energy transition

　　OPEC+ is ready to risk prices going higher and affecting demand rather than add more supply to curb the upward potential of benchmarks, Reuters’ John Kemp wrote in a column this week.

　　According to Kemp, OPEC+, like U.S. shale oil drillers, tend to put more weight on the downside risks for prices than on upside risks. Indeed, Saudi Arabia’s oil minister Abdulaziz bin Salman earlier this week said OPEC+ was in no rush to boost production in response to calls for more barrels as the cartel didn’t take anything for granted.

　　“We don’t take things for granted,” the official said. “We still have Covid, there are still lockdowns,” and jet fuel supply remains constricted. “So, we’re not yet out of the box and we’re not out of the realm of Covid.”

　　His Nigerian counterpart echoed the sentiment in separate comments. “We have to look at the situation closely before we take action,” Timipre Sylva told Bloomberg in an interview. “It’s still very fragile. We must be very cautious before we take the next move.”

　　“We’ve seen the slow down in China,” Sylva also said. “A lot of people are calling for more oil, but we’re looking at problems in some economies. We know that we haven’t completely opened up yet.”

　　U.S. shale drillers, for their part, are focused on keeping shareholders happy even if prices are high enough to make most shale oil profitable. While smaller, private players are ramping up production, the big fish in the shale pond are still practicing restraint.

　　Interestingly enough, Energy Aspects’ Amrita Sen suggested this week higher oil prices are actually to be embraced as enablers of the energy transition. In an opinion piece for the Financial Times, Sen argued that “higher prices are the most effective catalyst of changes in demand-side behaviour.” In other words, the longer fossil fuel prices stayed high, the more likely demand would start to shrink.