隨著創(chuàng)紀(jì)錄減產(chǎn)放緩 8月歐佩克+產(chǎn)量回升

據(jù)9月10日Oil Monster消息：最新調(diào)查顯示，在沙特阿拉伯、俄羅斯和阿聯(lián)酋大幅增產(chǎn)的帶動下，歐佩克及其盟友在8月增加了原油產(chǎn)量，給全球經(jīng)濟(jì)走勢不確定的脆弱市場增加了更多供應(yīng)。

調(diào)查發(fā)現(xiàn)，歐佩克13個成員國的日產(chǎn)量為2,437萬桶，較7月增長4%，而包括俄羅斯在內(nèi)的9個成員國日產(chǎn)量增加1,267萬桶，增幅為6%。

歐佩克+聯(lián)盟創(chuàng)紀(jì)錄的970萬桶/天的減產(chǎn)協(xié)議是在5月疫情最嚴(yán)重期間實(shí)施的，該協(xié)議原定于今年下半年減緩至770萬桶/天，因此8月產(chǎn)量增加并不出人意料。根據(jù)計(jì)算，該聯(lián)盟本月新配額的合規(guī)率達(dá)到97%。

但增產(chǎn)之際，全球石油需求的快速復(fù)蘇似乎正在停滯，原因是人們擔(dān)心第二波疫情正在加劇。布倫特原油價格在45美元附近徘徊數(shù)周后，最近幾天已跌至40美元/桶以下。

許多中東成員國曾表示，在炎熱的8月，當(dāng)空調(diào)設(shè)備全速運(yùn)行時，他們將需要額外的發(fā)電供應(yīng)，因此對市場的出口不會大幅增加。

調(diào)查發(fā)現(xiàn)，以歐佩克主要成員國沙特阿拉伯為例，其日產(chǎn)量較上月增加50萬桶，至895萬桶，但仍未達(dá)到其配額，而增加的大部分產(chǎn)量都消耗在了發(fā)電廠。

作為非歐佩克最大成員國的俄羅斯也曾表示，預(yù)計(jì)其增加的產(chǎn)量將用于國內(nèi)消費(fèi)。調(diào)查顯示，該國日產(chǎn)石油909萬桶，比配額高出1萬桶。

調(diào)查發(fā)現(xiàn)，向來嚴(yán)格遵守配額的阿聯(lián)酋將其日產(chǎn)量提高至274萬桶，遠(yuǎn)遠(yuǎn)超過其上限。阿聯(lián)酋國有石油公司ADNOC已表示，將把10月份的配額削減30%，以彌補(bǔ)這一缺口。

馮娟 摘譯自 Oil Monster

原文如下：

OPEC+ Crude Oil Output Rises in August as Record Cuts Ease

OPEC and its allies pumped more crude oil in August, led by surges from Saudi Arabia, Russia and the UAE, according to the latest survey, adding more supplies to a fragile market uncertain of the global economy's trajectory.

OPEC's 13 members produced 24.37 million b/d, a 4% rise from July, while its nine partners, including Russia, added 12.67 million b/d, a 6% increase, the survey found.

The higher volumes were not unexpected as the OPEC+ coalition's record 9.7 million b/d production cut accord, implemented during the depths of the coronavirus crisis in May, had been scheduled to ease to 7.7 million b/d for the rest of the year starting in August. As such, the group achieved 97% compliance with its new quotas in the month, according to calculations.

But the increased production is coming at a time when the rapid recovery of global oil demand appears to be stalling, amid fears of a growing second wave of COVID-19 infections. Brent prices have tumbled in recent days to below $40/b, after weeks of hovering around $45/b.

Many Middle Eastern members had said that they would need extra supplies for electricity generation during a hot August, when air-conditioning units are running at full tilt, and that their exports to the market would not substantially increase.

OPEC kingpin Saudi Arabia, for example, boosted its production by 500,000 b/d month-on-month to 8.95 million b/d, still under its quota, the survey found, with most of the extra barrels consumed in its peaking power plants.

Russia, the largest non-OPEC member of the alliance, likewise had said it expected its additional production to be consumed domestically. It pumped 9.09 million b/d, above its quota by 10,000 b/d, according to the survey.

The UAE, which has traditionally demonstrated strong compliance with its quota, boosted its output to 2.74 million b/d, the survey found, far in excess of its cap. State oil company ADNOC has said it will slash its October term allocations by 30% to make up for the difference.