大西洋盆地石油供應(yīng)跌至8年低點

據(jù)今日油價網(wǎng)站8月10日消息 彭博社周一援引其已有的石油運輸計劃報道，西歐最大的產(chǎn)油國挪威（并非歐佩克+聯(lián)盟的正式成員國）由于需求和價格下滑，正在削減石油產(chǎn)量，這很可能有助于將幾個產(chǎn)油國的大西洋盆地供應(yīng)量降至2012年初以來的最低水平。

據(jù)彭博社估計，挪威9月份的石油裝載量將逐月下降26.1萬桶/日，其中來自巨型Johan Sverdru油田的減產(chǎn)量占減少量的三分之二。

雖然目前尚不清楚挪威6月減產(chǎn)25萬桶/日和2020年下半年13.4萬桶/日的減產(chǎn)是否是9月挪威石油裝載量大幅下降的主要原因，但預(yù)計Johan Sverdrup大油田會因計劃而減產(chǎn)。

Johan Sverdrup油田去年10月投產(chǎn)，在3個月后增產(chǎn)后，推動挪威的產(chǎn)量在2019年12月達(dá)到9年來的最高水平。

然而，挪威石油和能源部在4月底表示，這次疫情以及由此引發(fā)的需求和油價暴跌，是挪威政府決定強制減產(chǎn)，而這一決定是在獨立的基礎(chǔ)上，以挪威的利益為中心所作出，在沙特阿拉伯和俄羅斯結(jié)束油價戰(zhàn)并簽署新的歐佩克+減產(chǎn)協(xié)議以應(yīng)對危機之后。

現(xiàn)在挪威可能成為大西洋盆地產(chǎn)油國（包括挪威、尼日利亞、安哥拉、阿塞拜疆和英國）8年來最低石油供應(yīng)的主要貢獻(xiàn)國，根據(jù)彭博社對裝船計劃的估計，9月份產(chǎn)量為573萬桶/日。

俄羅斯9月份從其西部港口裝載石油的計劃尚未公布。在產(chǎn)量方面，俄羅斯本月早些時候表示，其7月份的石油產(chǎn)量符合其歐佩克+承諾。截至8月1日，歐佩克+正在將總減產(chǎn)幅度從970萬桶/日調(diào)整至770萬桶/日。

王磊 摘譯自 今日油

原文如下：

Atlantic Basin Oil Supply Plunges To 8-Year Low

Western Europe’s largest oil producer, Norway, which is not officially part of the OPEC+ coalition, is cutting its oil production because of the slump in demand and prices and is likely to help reduce the Atlantic basin supply of several oil producers to the lowest since early 2012, Bloomberg reported on Monday, citing oil shipment plans it had seen.

Norwegian oil loadings in September are set to drop by 261,000 barrels per day (bpd) month over month, with reduced loadings from the giant Johan Sverdrup oilfield accounting for two-thirds of those reduced volumes, according to Bloomberg estimates.

While it was not immediately clear if Norway’s production cuts of 250,000 bpd in June and 134,000 bpd in the second half of 2020 were the primary reason for the significantly lower Norwegian oil loadings for September, it was expected that Johan Sverdrup would see reduced production because of the government’s plan.

The Johan Sverdrup oilfield started up production in October last year, and after ramping up production three months later, it helped Norway’s production to hit a nine-year high in December 2019.

However, the pandemic and the resulting demand and oil price crash had Norway’s government decide to mandate an oil production cut, and that decision “has been made on an independent basis and with Norwegian interests at heart,” the Ministry of Petroleum and Energy said at the end of April, after Saudi Arabia and Russia ended the oil price war and signed a new OPEC+ production cut pact to respond to the crisis.

Now Norway could become a main contributor to the lowest oil supply from the Atlantic Basin producers – including Norway, Nigeria, Angola, Azerbaijan, and the UK – in eight years, at 5.73 million bpd in September, according to Bloomberg’s estimates of loading schedules it has seen.

Russia’s oil loading programs from its western ports for September are yet to be announced. In terms of production, Russia said earlier this month that its oil output in July was in line with its OPEC+ commitment. As of August 1, the OPEC+ group is easing the total cut to 7.7 million bpd from 9.7 million bpd.