沙特、俄羅斯推遲減產(chǎn)會議后油價下跌

據(jù)4月6日OE網(wǎng)站報道，在沙特阿拉伯和俄羅斯推遲了討論減產(chǎn)的會議后，周一油價下滑。該減產(chǎn)會議可能在一定程度上緩解因疫情導致的全球市場供應(yīng)過剩。

布倫特原油早盤下跌至接近每桶30美元，在格林尼治標準時間5點32分時，收于33.45美元，下跌66美分，跌幅1.9%。西德克薩斯中質(zhì)原油下跌98美分，至每桶27.36美元，跌幅3.5%，此前曾觸及25.28美元的低點。

上周晚些時候，油價飆升，美國和布倫特原油合約錄得有史以來最大的周百分比漲幅，原因是人們預(yù)測歐佩克及其盟國將達成協(xié)議，在全球范圍內(nèi)每天至少削減1000萬桶原油供應(yīng)。

沙特阿拉伯和俄羅斯最初定于周一舉行會議，討論減產(chǎn)問題，但現(xiàn)在已被推遲到4月9日。

CMC Global Markets首席策略師邁克爾麥卡錫表示，“沙特和俄羅斯的會晤只是拖延了一段時間，就摧毀了這輪反彈的勢頭?！?

美國曾表示，如果需要“保護”美國能源工人免受因俄羅斯和沙特阿拉伯爭奪市場份額而加劇的油價暴跌的影響，將對原油進口征收關(guān)稅。

大西洋兩岸的價格在3月份創(chuàng)下了有史以來最低記錄，因為新冠病毒大流行削弱了原本就供應(yīng)泛濫的市場需求。

澳新銀行和花旗銀行分析師警告稱，減產(chǎn)可能“太少，太晚”，無法支撐油價。

IEA負責人表示，即使減產(chǎn)1000萬桶/日，第二季度石油庫存仍將增加1500萬桶/日。

他敦促世界上最富有的經(jīng)濟體討論穩(wěn)定石油市場的更廣泛途徑。

不過，馬里蘭州貝塞斯達Rapidan能源集團總裁羅伯特·麥克納利表示，沙特阿拉伯推遲公布原油官方售價的舉動表明，它并不急于在達成潛在協(xié)議前向市場大量供應(yīng)廉價原油。

“這是一個非常明顯的跡象，表明他們愿意在5月份減產(chǎn)，”他說。

沙特一位消息人士告訴路透社，沙特將推遲到周五公布原油售價，以等待歐佩克及其盟國關(guān)于合理削減產(chǎn)量會議的結(jié)果。

這也表明市場預(yù)計供應(yīng)過剩將有所改善，促使油價上周大幅上漲，并大幅縮小了與未來幾個月的差距。

CMC的麥卡錫說，油價也可能不再暴跌，因為數(shù)十年來的低油價已經(jīng)迫使生產(chǎn)商削減產(chǎn)量。

麥卡錫在談到美國頁巖氣生產(chǎn)商時說：“短期內(nèi)，低價市場是非常痛苦的，但如果這真的導致許多參與者離開該行業(yè)，那么這供應(yīng)面將趨于平衡?！?/span>

美國能源服務(wù)公司貝克休斯公司上周五表示，上周美國鉆井平臺數(shù)量減少了62個，創(chuàng)下5年來最大單周降幅，原因是美國能源公司因與疫情相關(guān)的經(jīng)濟活動和燃料需求下滑而削減了新鉆井的開支。

巴西國家石油公司的石油減產(chǎn)量也翻了一番，達到20萬桶/日，占總產(chǎn)量的6%。

舒曉玲 摘譯自 OE網(wǎng)站

原文如下：

Oil Drops after Saudi Arabia, Russia Delay Meeting on Output Cuts

Oil prices slipped on Monday, after Saudi Arabia and Russia delayed a meeting to discuss output cuts that could partly alleviate oversupply in global markets as the coronavirus pandemic pummels demand.

Brent crude slipped close to $30 a barrel in early trade and was at $33.45 by 0532 GMT, down 66 cents, or 1.9%. West Texas Intermediate crude fell 98 cents, or 3.5%, to $27.36 a barrel, after earlier touching a low of $25.28.

Late last week, prices surged, with U.S. and Brent contracts posting their largest ever weekly percentage gains due to hopes that OPEC and its allies would strike a deal to cut crude supply worldwide by at least 10 million barrels per day (bpd).

Saudi Arabia and Russia were initially set to meet on Monday to discuss output cuts, but that has now been pushed to April 9, after they blamed each other for the collapse of talks in March.

It "just took a delay in the meeting between Saudi and Russia to knock the wind out of that rally", said Michael McCarthy, chief strategist at CMC Global Markets in Sydney.

U.S. President Donald Trump has said he will impose tariffs on crude imports if he needed to "protect" U.S. energy workers from the oil price crash that has been exacerbated by the war between Russia and Saudi Arabia over market share.

Prices on both sides of the Atlantic marked their worst month on record in March as the coronavirus pandemic crippled demand in a market flooded with supplies.

Production cuts could come "too little, too late" to support oil prices, ANZ and Citi analysts cautioned.

The head of the International Energy Agency has said oil inventories would still rise by 15 million bpd in the second quarter even with output cuts of 10 million bpd.

He urged the world's richest economies to discuss broader ways to stabilize oil markets.

Still, a move by Saudi Arabia to delay the release of its crude official selling prices indicates it is not eager to flood the market with cheap supplies before a potential agreement, said Robert McNally, president of Rapidan Energy Group in Bethesda, Maryland.

"That's a pretty clear sign that they are open to cutting production in May," he said.

The kingdom delayed the release until Friday to wait for the outcome of the meeting between OPEC and its allies regarding possible output cuts, a Saudi source told Reuters.

Indicating the market too is expecting the supply glut to improve, prompt oil prices jumped last week and sharply narrowed their gap with future months .

Oil prices could also firm as decades-low prices have already forced producers to cut output, CMC's McCarthy said.

"In the short term the low prices are very painful, but if it does lead to a lot of those players leaving the industry, the supply side of the equation will balance out," McCarthy said, referring to U.S. shale producers.

Rig counts in the United States fell by 62 last week, energy services firm Baker Hughes Co said on Friday, marking the biggest weekly drop in five years, as U.S. energy companies slashed spending on new drilling due to a coronavirus-related slump in economic activity and fuel demand.

Brazil's Petrobras has also doubled its oil output cuts to 200,000 bpd, or 6% of its total production.