俄羅斯：全球石油庫(kù)存正在下降

據(jù)9月21日Neftegaz.RU. 報(bào)道，俄羅斯能源部長(zhǎng)亞歷山大?諾瓦克表示，全球原油庫(kù)存繼7月份減少3400萬(wàn)桶之后，8月份又減少了4500萬(wàn)桶。預(yù)計(jì)到2021年第二季度，石油需求將從疫情的影響中完全恢復(fù)。他補(bǔ)充道，即使是現(xiàn)在，石油市場(chǎng)仍處于每日缺少150至200萬(wàn)桶供應(yīng)的狀態(tài)，這有助于減少庫(kù)存。

盡管俄羅斯石油巨頭似乎對(duì)石油市場(chǎng)的未來(lái)感到樂(lè)觀(guān)，但沙特石油巨頭卻站在了不同的立場(chǎng)，向那些可能希望在石油市場(chǎng)上獲利的投機(jī)者發(fā)出了嚴(yán)厲警告。

歐佩克+成員國(guó)的部長(zhǎng)們上周開(kāi)會(huì)討論了減產(chǎn)協(xié)議的進(jìn)展和下一步措施。與之前的會(huì)議一樣，盡管8月份的減產(chǎn)執(zhí)行率達(dá)到了101%，部長(zhǎng)級(jí)委員會(huì)堅(jiān)持要求提高履約率。下調(diào)目標(biāo)維持在每日減產(chǎn)770萬(wàn)桶不變。如果諾瓦克的預(yù)期是正確的，那么，隨著需求的復(fù)蘇，這應(yīng)該足以讓石油市場(chǎng)恢復(fù)平衡。然而，并不是所有人都認(rèn)同這一觀(guān)點(diǎn)。

王佳晶 摘譯自 Neftegaz.RU.

原文如下：

Russian oil minister: Global oil inventories are in decline

Global inventories of crude oil declined by 45 million barrels in August after a 34-million-barrel reduction in July, Russia’s Energy Minister Alexander Novak said in a TV interview, Oilprice reported.

"Reserves accumulated in the 2nd quarter are gradually shrinking, and we see that July and August were the first two months when stocks declined gradually. The reduction roughly amounted to 45 mln barrels in August and 34 [mln barrels] in July," Novak told Rossiya-24.

In more good news, Novak said that he expected oil demand to recover fully from the effects of the pandemic by the 2nd quarter of 2021. Even now the oil market is in a supply deficit, amounting to between 1.5 and 2 million bpd, which is helping to reduce inventories, the official said.

While Russia’s top oil man appears to be optimistic about the future of the oil market, his Saudi counterpart has taken a different stance, sending a stark warning to speculators who might want to make a profit on that market.

OPEC+ ministers met last week to discuss the progress of their production cut agreement and next steps. As in previous meetings, the ministerial committee insisted on better compliance, even though the rate for August reached 101 %. The cut target remained unchanged at 7.7 million bpd. If Russia’s Novak is right, that should be enough to see a return to balance on oil markets as demand recovers. Not all, however, agree it will, now or ever.