減產(chǎn)令市場出現(xiàn)空白 挪威創(chuàng)下石油出口紀(jì)錄

據(jù)世界石油6月29日倫敦報道，歐佩克及其產(chǎn)油盟國進(jìn)行了迄今為止最大幅度的原油減產(chǎn)，挪威石油巨頭Johan Sverdrup油田的原油出口量比以往任何時候都要多。

根據(jù)彭博社觀察到的裝載計劃，8月份來自該油田的原油裝載量定為創(chuàng)紀(jì)錄的440萬桶，即每天46.5萬桶。相比之下，7月份的預(yù)期日產(chǎn)量為42.9萬桶。

挪威政府控股的能源公司Equinor ASA在6月份承諾將Johan Sverdrup油田的產(chǎn)量削減20%。與此同時，挪威繼續(xù)與歐佩克及其盟國合作，實行歷史性的石油減產(chǎn)。這些限制措施旨在重新平衡石油市場，消除供應(yīng)過剩。

這是挪威自2002年以來首次同意參與國際協(xié)調(diào)行動以削減石油產(chǎn)量，目前市場正努力應(yīng)對疫情造成的需求驟降。政府此前曾表示，6月份的日產(chǎn)量將限制在160.9萬桶，2020年下半年的日產(chǎn)量將限制在172.5萬桶。

根據(jù)彭博社獲取的該油田生產(chǎn)許可信息，本月Sverdrup油田的交易量上限為每日37.6萬桶。這比4月份47萬的峰值有所下降。

如果企業(yè)油田生產(chǎn)的產(chǎn)品少于許可，他們可以將差額從6月轉(zhuǎn)到第三季度，或者從6月和第三季度轉(zhuǎn)到第四季度。在第三和第四季度，Equinor的日交易量將達(dá)到41.6萬桶左右。

作為歐佩克＋的主要成員國，俄羅斯已將中質(zhì)含硫烏拉爾原油的出口控制在10年來的最低水平，甚至連伊拉克等經(jīng)常限制配額的國家也已兌現(xiàn)了減產(chǎn)承諾。下個月，俄羅斯旗艦級烏拉爾原油的出口量將較6月份下降40%，至每日約78.5萬桶。

本月早些時候，道達(dá)爾不同尋常地進(jìn)軍北海原油市場，原因是在其他生產(chǎn)商可供應(yīng)的原油數(shù)量受到限制的情況下，歐洲燃料需求的復(fù)蘇步伐加快。

裘寅 編譯自 世界石油

原文如下：

Norway sets oil export records as OPEC+ cuts leave a void in the market

As OPEC and its allies make their deepest cuts yet to crude production, Norway’s giant Johan Sverdrup oil field is exporting more than ever before.

Crude loadings from the field are set at a record 4.4 million barrels, or 465,000 barrels a day, in August, according to a loading program seen by Bloomberg. That’s compared with 429,000 barrels a day expected in July.

Norway’s state-controlled energy company Equinor ASA pledged to slash production from the Johan Sverdrup field by 20% in June, as the country moved ahead with historic oil-output cuts in cooperation with the Organization of Petroleum Exporting Countries and its allies. The curbs are aimed at rebalancing the oil market and eliminating a glut.

It’s the first time Norway has agreed to be part of coordinated international efforts to cut oil output since 2002, as the market grapples with cratering demand amid the coronavirus pandemic. The government had previously said production would be limited to 1.609 million barrels a day in June and 1.725 million a day throughout the second half of 2020.

Volumes for Sverdrup will be capped at about 376,000 barrels a day this month, according to a revised permit obtained by Bloomberg through a freedom of information request. That’s down from a peak of 470,000 in April.

If companies produce less than their permits allow, they may roll the difference forward, from June to the third quarter, or from June and the third quarter to the fourth quarter. Equinor will be allowed to pump about 416,000 barrels a day from the field in the third and fourth quarters.

Russia, a key member of OPEC+, has curbed exports of medium sour Urals to the lowest in a decade and even frequent quota-flouters, such as Iraq, have fallen into line with their pledged reductions. Russia’s exports of its flagship Urals crude oil grade are set to plunge next month, by 40% from June levels, to about 785,000 barrels a day.

Earlier this month, Total SA made an unusual foray into the North Sea crude market as a recovery in Europe’s fuel demand gathers pace at a time when the number of cargoes available from other producers are being curbed.