歐佩克+5月迄今大幅削減石油出口

據(jù)能源世界網(wǎng)5月19日倫敦報道，跟蹤石油運(yùn)輸?shù)墓颈硎?，歐佩克+在5月上半月大幅削減了石油出口，這表明在遵守新的減產(chǎn)協(xié)議方面有了一個良好的開端。

從5月1日起，石油輸出國組織，俄羅斯和其他盟國（稱為OPEC +）正在以創(chuàng)紀(jì)錄的970萬桶/天速度減產(chǎn)，以抵消因冠狀病毒爆發(fā)而引起的價格和需求下滑。

據(jù)跟蹤石油流量的公司kpler表示，歐佩克+海運(yùn)石油出口在過去一個月中已下降了630萬桶/日，至2,700萬桶/日，稱從4月份石油生產(chǎn)商隨意生產(chǎn)的情況來看，這一下降是“驚人的逆轉(zhuǎn)”。

另一家油輪跟蹤公司Petro-Logistics在推特上發(fā)布的消息稱，估計生產(chǎn)商在5月的前13天的出口量較4月的平均水平減少了596萬桶/日，這是“大規(guī)?！钡南陆怠?/span>

Petro-Logistics首席執(zhí)行官丹尼爾·格伯（Daniel Gerber）告訴路透社，其中，歐佩克的出口在本月的前兩周下降了485萬桶。

根據(jù)Kpler的說法，沙特阿拉伯出口的削減幅度最大。沙特石油日均出口量為726萬桶，環(huán)比下降224萬桶。 Kpler表示，俄羅斯5月份也大幅減少92.2萬桶。

科威特和阿拉伯聯(lián)合酋長國也大幅減少了出口。Kpler稱，兩國原油日出口量合計425萬桶，較上月減少126萬桶。

然而Kpler表示，伊拉克日出口量削減26.5萬桶，這表明歐佩克第二大產(chǎn)油國需要做更多的工作才能完全實(shí)現(xiàn)其承諾的106萬桶/天的減產(chǎn)量。

Refintiv Eikon數(shù)據(jù)表明下降幅度更大。 根據(jù)Refinitiv的數(shù)據(jù)顯示，5月的前兩周，伊拉克南部的日均出口量為273萬桶，比4月份下降60萬桶。

但尼日利亞顯然還沒有減少出口量。尼日利亞和伊拉克一樣，在早些時候的歐佩克+減產(chǎn)中行動遲緩。根據(jù)Refinitiv數(shù)據(jù)顯示，5月前兩周，尼日利亞原油日均出口量為182萬桶，與4月持平。

歐佩克+協(xié)議適用于產(chǎn)量，因此出口量不能全面反映遵守協(xié)議的情況，因?yàn)閺膬Υ嬷刑崛≡涂梢詴簳r提振出口。

據(jù)路透調(diào)查發(fā)現(xiàn)，OPEC 4月日產(chǎn)量為3,025萬桶，本月需要減產(chǎn)697萬桶才能達(dá)到新目標(biāo)。

路透社和其他機(jī)構(gòu)對5月合規(guī)性的調(diào)查將在本月底開始發(fā)布。

郝芬 譯自 能源世界網(wǎng)

原文如下：

OPEC+ cuts oil exports sharply so far in May - trackers

OPEC+ has cut its oil exports sharply in the first half of May, companies that track the shipments said, suggesting a strong start in complying with a new production cut agreement.

The Organization of the Petroleum Exporting Countries, Russia and other allies, a group known as OPEC+, are cutting supply by a record 9.7 million barrels per day from May 1 to offset a slump in prices and demand caused by the coronavirus outbreak.

Kpler, a company that tracks oil flows, said OPEC+ seaborne oil exports have declined by 6.3 million bpd over the past month towards 27 million bpd, calling the decline a "stunning reversal" from April when producers pumped at will.

Petro-Logistics, another tanker tracker, estimated the producers cut exports by 5.96 million bpd for the first 13 days of May compared to April averages - a "massive" decline, the company posted in a tweet.

Of that, OPEC's exports dropped by 4.85 million bpd in the first two weeks of the month, Petro-Logistics Chief Executive Daniel Gerber told Reuters.

According to Kpler, Saudi Arabia is showing the largest cutback. Saudi oil exports have averaged 7.26 million bpd, down 2.24 million bpd month on month. Russia is also making a large reduction of 922,000 bpd in May, Kpler said.

Kuwait and the United Arab Emirates have also reduced shipments significantly. The two countries have loaded a combined 4.25 million bpd onto ships for export, a drop of 1.26 million bpd month on month, Kpler said.

But Iraq has cut exports by 265,000 bpd, Kpler said, suggesting OPEC's No. 2 producer needs to do more to deliver its pledged cut of 1.06 million bpd in full.

Refintiv Eikon data suggest a larger decline. Southern Iraq exports averaged 2.73 million bpd in the first two weeks of May, according to Refinitiv, a drop of more than 600,000 bpd from April.

But Nigeria, which like Iraq was a laggard in making its share of earlier OPEC+ cuts, apparently has yet to cut exports.

Nigerian crude exports averaged 1.82 million bpd in the first two weeks of May, Refinitiv data shows, steady from April.

The OPEC+ agreement applies to production, so exports do not provide the full picture on compliance, as withdrawals of crude from storage can boost exports temporarily.

OPEC pumped 30.25 million bpd in April, a Reuters survey found, and needs to lower output by 6.97 million bpd this month to comply with the new target.

Surveys of May compliance from Reuters and others will start to be published at the end of the month.