歐佩克+計(jì)劃減產(chǎn)3個(gè)月

據(jù)今日油價(jià)4月7日?qǐng)?bào)道，消息人士稱，歐佩克+成員國(guó)正在討論至少在未來3個(gè)月（5月-7月）內(nèi)實(shí)施減產(chǎn)的計(jì)劃。俄羅斯能源部已收到歐佩克的邀請(qǐng)，確定參加周四的視頻會(huì)議。

在需求不斷下降的情況下，沙特阿拉伯和俄羅斯領(lǐng)導(dǎo)人準(zhǔn)備就全球大規(guī)模減產(chǎn)進(jìn)行談判，盡管上周末前，他們已經(jīng)進(jìn)行了激烈的爭(zhēng)論。

這兩個(gè)產(chǎn)油國(guó)都表示談判意愿，同時(shí)也指出，美國(guó)也應(yīng)該大幅削減石油產(chǎn)量，減產(chǎn)1000萬至1500萬桶/天。歐佩克尚未要求美國(guó)石油公司集體減產(chǎn)。

分析人士表示，即使一個(gè)規(guī)模更大的即所謂的“歐佩克++”集團(tuán)（包括歐佩克+加上美國(guó)、加拿大、巴西、挪威和其他不屬于歐佩克+的生產(chǎn)國(guó)）同意大幅削減1000萬桶/天，這仍將遠(yuǎn)低于第二季度預(yù)期的需求損失，且在5月中旬前也無法阻止全球原油庫(kù)存達(dá)到極限。

洪偉立 摘譯自 今日油價(jià)

原文如下：

OPEC And Partners Eye A 3-Month Output Cut

Countries part of the OPEC+ group are discussing the idea to implement oil production cuts for at least three months from May to July, Russian news agency TASS reported on Tuesday, citing two sources at OPEC.

Russia’s energy ministry has received an invitation from OPEC to take part in Thursday’s video conference, and Russia confirms it will take part in that meeting, an official at the energy ministry told TASS on Tuesday.

The leaders of the OPEC+ group, Saudi Arabia for OPEC and Russia for non-OPEC, are reportedly ready to negotiate a massive global production cut amid sinking demand, despite a bitter weekend spat between the former allies about who ditched whom in the OPEC+ talks.

Both producers are now signaling that they are ready to talk but are pointing out that any massive cut, 10 million bpd-15 million bpd, as touted by U.S. President Donald Trump, should involve the United States, too.

OPEC hasn’t asked President Trump to find a way to ask U.S. oil companies to collectively cut production, the President said on Monday.

Analysts say that even if a larger so-called OPEC++ group – involving OPEC+ plus the U.S., Canada, Brazil, Norway, and other producers not part of OPEC+, were to agree to a huge cut of 10 million bpd, this will still be much lower than the demand loss expected in Q2 and will not go far to prevent global storage filling to the brim by mid-May.