據(jù)石油新聞2021年4月9日倫敦報(bào)道,最新調(diào)查結(jié)果發(fā)現(xiàn),由于俄羅斯和伊拉克的原油產(chǎn)量遠(yuǎn)遠(yuǎn)超過了他們同意的上限,3月份歐佩克及其盟國(歐佩克+)的原油產(chǎn)量比2月份平均日增45萬桶。
調(diào)查發(fā)現(xiàn),歐佩克13個(gè)成員國3月份平均日產(chǎn)2520萬桶原油,比2月份增加34萬桶,而以俄羅斯為首的9個(gè)非歐佩克成員國3月份平均日產(chǎn)1308萬桶原油,比2月份增加11萬桶。
隨著原油產(chǎn)量的增加,歐佩克+遵守配額的比例從2月份的113.5%降至3月份的111%,這主要得益于沙特阿拉伯自1月份以來又主動(dòng)削減100萬桶/天的原油產(chǎn)量。
除去沙特額外的減產(chǎn),歐佩克+3月份的配額遵守率降至97%,為2020年8月以來的最低水平。
未來幾個(gè)月,更多的原油將來自產(chǎn)油國聯(lián)盟,歐佩克+同意從5月到7月日減100萬桶的配額,沙特阿拉伯也將取消其自愿減產(chǎn)。
但事實(shí)證明,配額遵守已成為一個(gè)有爭議的問題,沙特阿拉伯和其他紀(jì)律嚴(yán)明的成員國對(duì)產(chǎn)量過剩的同行表示失望,根據(jù)歐佩克+協(xié)議,這些國家必須實(shí)施補(bǔ)償削減,以確保協(xié)議減產(chǎn)執(zhí)行率。
截至2月份,俄羅斯已欠下最大的補(bǔ)償削減量,為80.6萬桶/天,緊隨其后的是伊拉克,為64.7萬桶/天。
歐佩克+石油部長們將于4月28日在線開會(huì),重新評(píng)估他們放寬配額的決定。
李峻 編譯自 石油新聞
原文如下:
OPEC+ bolsters output by 450,000 b/d in March despite strong compliance
Crude oil production from OPEC and its allies rose by 450,000 b/d in March, as Russia and Iraq pumped well above their agreed caps.
OPEC's 13 members pumped 25.20 million b/d in March up 340,000 b/d from February, while their nine non-OPEC partners, led by Russia, produced 13.08 million b/d, a rise of 110,000 b/d, the survey found.
With the production gains, OPEC+ compliance with its quotas slipped to 111% in March, compared with 113.5% in February, juiced by Saudi Arabia voluntarily cutting an additional 1 million b/d since January.
Take away the extra Saudi cut, and OPEC+ compliance would drop to 97%, the lowest since August 2020.
More crude will be coming from the producer alliance over the next few months, with OPEC+ agreeing to ease quotas by 1 million b/d from May to July and Saudi Arabia also unwinding its voluntary cut.
But quota compliance has already proved to be a contentious issue, with Saudi Arabia and other disciplined members expressing frustration at their overproducing counterparts, which are obliged under the OPEC+ deal to implement so-called compensation cuts to make their compliance whole.
Internal OPEC+ figures seen by Platts show Russia already owes the biggest volume of compensation cuts, 806,000 b/d as of February, followed by Iraq at 647,000 b/d.
OPEC+ ministers will meet online April 28 to review their decision to ease quotas.
標(biāo)簽:原油
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