IEA呼吁進(jìn)一步減產(chǎn)

據(jù)4月22日Neftegaz.RU.消息：國際能源署（IEA）呼吁歐佩克組織加快減產(chǎn)速度。在4月20日西德克薩斯中質(zhì)原油價(jià)格暴跌，以及人們?nèi)找嬉庾R到庫存壓力之后，國際能源監(jiān)管機(jī)構(gòu)負(fù)責(zé)人法提赫?比羅爾提出了3個(gè)步驟。

第一步是針對那些選擇減產(chǎn)的國家，他們要“盡快采取行動(dòng)，并考慮進(jìn)一步減產(chǎn)”。在4月9日召開的會(huì)議上，各國承諾將每日減少970萬桶石油供應(yīng)，但這一承諾是從5月1日起生效。

法蘭克斯·阿辛特公司的總經(jīng)理查爾斯·霍利斯說，沙特不太可能自行采取措施限制生產(chǎn)。他表示：“他們可能更愿意在極低的價(jià)格中安然度過，寄望于解除封鎖石油需求復(fù)蘇，但這可能要花幾個(gè)月的時(shí)間?！?/span>

第二步是讓金融當(dāng)局采取措施，阻止無序的市場狀態(tài)。

第三步是讓那些具有戰(zhàn)略儲備的國家吸收過剩的石油。

國際能源署最新的市場報(bào)告顯示，預(yù)計(jì)4月份的石油需求將比去年同期減少2900萬桶。這意味著本月庫存將增加約8.7億桶。

馮娟 摘譯自 Neftegaz.RU

原文如下：

IEA calls for deeper cuts

The International Energy Agency (IEA) has called for the OPEC-led group to take more production offline and faster than previously agreed. Following the carnage of negative WTI prices on April 20, and a growing realisation about pressure on storage, the energy watchdog’s head Fatih Birol set out 3 steps.

The 1st is for those countries that have opted to cut production to “act as soon as possible and also consider even deeper cuts”. The meeting on April 9 saw commitments to take 9.7 million barrels per day of oil off the market – but only starting on May 1.

Falanx Assynt’s managing director Charles Hollis said it was unlikely Saudi Arabia would take steps on its own to curb production. “They might prefer to ride out very low prices for a few months in the hope that the relaxation of lockdowns will lead to a recovery in demand – but that could be quite a few months,” he said.

The 2nd step from the IEA is for financial authorities to take steps to “discourage disorderly market outcomes”.

The 3rd step is for those countries with strategic reserves to make capacity available to soak up surplus barrels.

US President Donald Trump has said his country is aiming to fill up its reserves, with the addition of up to 75 million barrels which would “top it out”. There seemed to be some ambiguity in Trump’s remarks about whether the government would buy it or merely store it for companies. Trump also said the US would consider blocking oil imports from Saudi.

According to the IEA’s most recent oil market report, demand in April is expected to be down by 29mn bpd from 2019 volumes. This would imply a stock build this month of around 870mn barrels.