沙特和美國或?qū)⒔M成新石油聯(lián)盟

據(jù)今日油價3月24日報道，彭博社援引能源部長丹·布勞萊特(Dan Brouillette)的話報道稱，美國和沙特一直在討論建立石油協(xié)定的想法。這種協(xié)定實際上等于一個卡特爾組織，根據(jù)定義，卡特爾組織是一群獨立的市場參與者，同意以有利于他們的方式共同影響市場。

但是，目前，這只是美國政府中一些官員支持的想法。據(jù)Brouillette稱，這變成現(xiàn)實的可能性尚不清楚。

美國能源部長在接受彭博社采訪時表示，政策空間中浮現(xiàn)出很多想法，這是其中之一。我不知道它會以任何正式的方式呈現(xiàn)。

疫情爆發(fā)和沙特在俄羅斯拒絕就進(jìn)一步減產(chǎn)進(jìn)行合作之后引發(fā)的價格戰(zhàn)，給美國石油業(yè)帶來沉重打擊。生產(chǎn)商正在削減支出計劃，暫停股票回購，一些生產(chǎn)商已經(jīng)要求油田服務(wù)提供商對其服務(wù)進(jìn)行大幅折扣。

自今年年初以來，美國基準(zhǔn)的西德克薩斯中質(zhì)油價已下跌了約60％。

據(jù)路透社的約翰·肯普（John Kemp）稱，除非該國乃至世界的經(jīng)濟(jì)前景得到迅速的改善，否則經(jīng)濟(jì)將進(jìn)一步下滑。對于美國的頁巖產(chǎn)業(yè)或超級巨頭來說，這種前景都不是好消息，這使得美國政府對沙特的舉動是合乎邏輯的。 但是還不確定。

郝芬 譯自 今日油價

原文如下：

Saudi Arabia And The U.S. Could Form The World’s Newest Oil Cartel

The United States and Saudi Arabia have been discussing the idea of setting up an oil accord, Bloomberg reports, citing Energy Secretary Dan Brouillette. Such an agreement would effectively amount to a cartel, which, by definition, is a group of independent market participants agreeing to act together to influence the market in a way favorable to them.

For now, however, this is just an idea that some officials in the Trump administration support. The chance of it becoming anything more is unclear, according to Brouillette.

“There are many, many ideas that are floated around the policy space, that is one of them,” the U.S. Energy Secretary told Bloomberg in an interview.

“I don’t know that it is going to be presented in any formal way.”

The U.S. oil industry has suffered a heavy blow from the combination of the coronavirus outbreak and the price war that Saudi Arabia started after Russia refused to cooperate on deeper production cuts. Producers are slashing spending plans, suspending share buybacks, and some have already asked oilfield service providers for substantial discounts to their services.

West Texas Intermediate, the U.S. benchmark, has shed about 60 percent of its value since the start of the year.

According to Reuters’ John Kemp, it has further to fall unless the economic outlook for the country—and the world—improves sharply and quickly. This outlook is not good news for either the shale industry or the supermajors in the U.S., which makes the administration’s moves concerning Saudi Arabia only logical. But nothing is certain yet.

“As part of the public policy process, if you will, our interagency partners often get together and talk about a number of different items, but we’ve made no decision on this,” Brouillette told Bloomberg.