OPEC：石油開(kāi)采可能在下半年加快步伐

據(jù)油氣新聞網(wǎng)站6月25日?qǐng)?bào)道 歐佩克秘書(shū)長(zhǎng)Mohammad Sanusi Barkindo表示，隨著各國(guó)進(jìn)一步放松封鎖限制，需求上升，油氣市場(chǎng)復(fù)蘇可能在下半年加快步伐，他對(duì)最壞的情況已經(jīng)過(guò)去表示謹(jǐn)慎樂(lè)觀。

參加在線Adipec Energy Dialogues的Barkindo表示，疫情爆發(fā)后，石油行業(yè)面臨著前所未有的巨大石油市場(chǎng)失衡，需要生產(chǎn)商做出反應(yīng)。

Barkindo強(qiáng)調(diào)，歐佩克與非歐佩克產(chǎn)油國(guó)減產(chǎn)兩年期協(xié)議十分重要，他相信，下半年石油市場(chǎng)將恢復(fù)更多穩(wěn)定，但仍需進(jìn)一步努力降低現(xiàn)有石油庫(kù)存，幫助市場(chǎng)重新平衡。

Barkindo說(shuō)：“隨著我們看到各國(guó)開(kāi)始開(kāi)放，我們將看到需求開(kāi)始回升。我仍然樂(lè)觀但謹(jǐn)慎，最壞的情況已經(jīng)過(guò)去，今年下半年經(jīng)濟(jì)復(fù)蘇將如火如荼，股市開(kāi)始退市。不過(guò)，無(wú)論是V型、W型還是倒曲棍球棍型，經(jīng)濟(jì)復(fù)蘇將呈現(xiàn)何種形態(tài)仍不確定?！?/span>

“不過(guò)，我希望到今年年底，我們將開(kāi)始看到石油市場(chǎng)進(jìn)一步恢復(fù)穩(wěn)定的跡象。那么，我們將能夠進(jìn)入維持這種穩(wěn)定的下一階段。因此，歐佩克+成員國(guó)集團(tuán)和非歐佩克產(chǎn)油國(guó)簽署的具有歷史意義的協(xié)議必須持續(xù)兩年。”

Barkindo闡述了4月份石油市場(chǎng)遭受的前所未有的需求破壞的規(guī)模。由于應(yīng)對(duì)疫情，全球經(jīng)濟(jì)遭受重創(chuàng)，石油需求從每天1億桶的高位下降了2000-2400萬(wàn)桶，這導(dǎo)致了有史以來(lái)最大規(guī)模的單一供應(yīng)調(diào)整，歐佩克和非歐佩克產(chǎn)油國(guó)每天調(diào)整近2000萬(wàn)桶的石油產(chǎn)量，包括來(lái)自DoC以外的產(chǎn)油國(guó)的產(chǎn)量。

王磊 摘譯自 油氣新聞

原文如下：

Oil recovery may gather pace in H2, says Opec chief

Oil and gas markets recovery is likely to gather pace in the second half of the year as countries further ease lockdown restrictions and demand rises, said Opec Secretary General Mohammad Sanusi Barkindo, expressing cautious optimism that the worst is over.

The huge and unprecedented oil market imbalance that faced the industry in April in the wake of Covid-19 pandemic required an unparalleled response from producers, said Barkindo, taking part in the online Adipec Energy Dialogues.

Underlining the importance of the two-year agreement, signed by Opec and non-Opec oil producing countries in the Declaration of Cooperation (DoC) on April 12, and revalidated earlier this month on June 6, Barkindo said he was confident that more stability would return to oil markets in the second half of the year, but more work is required to draw down existing oil inventories to help rebalance markets.

"As we see countries begin to open up, we will see demand start to come back," Barkindo said. "I remain optimistic but cautious the worst is over and a recovery will be in full swing in the second half of this year, with stocks beginning to be withdrawn. However, what shape the recovery will take, whether a V shape, W or inverted hockey stick, is still uncertain.

"Nevertheless, I am hopeful by the end of this year we will begin to see some further semblance of stability restored to oil markets. Then we will be in a position to move into the next phase of sustaining that stability. Hence the importance of the two-year duration of the historic agreement signed by the Opec Plus group of countries and non-Opec producers."

Setting out the scale of the "unprecedented demand destruction" suffered by oil markets in April, Barkindo said oil demand had fallen by 20 to 24 million barrels a day, from a high of 100 million barrels per day, as economic and societal lockdowns, in response to the Covid-19 coronavirus, ravaged the global economy. It led to the largest single supply adjustment in history with Opec and non-Opec producers adjusting oil output, including from those outside of the DoC, by almost 20 million barrels a day.