欧佩克+将讨论延长减产机械跌落

据6月1日Rigzone报道，欧佩克及其盟友正在考虑将目前的减产延长1-3个月，该组织正考虑将下一次会议提前几天至6月4日召开。由于石油市场的形势正在迅速变化，人们更倾向于采取短期措施，而不是破坏市场的再平衡。

现有协议要求从7月起放松产量限制。该协议是在4月能源需求和价格崩溃时达成的，但这要在下次会议上讨论。知情人士此前表示，俄罗斯希望从7月份开始放松政策。

由于产量限制与需求恢复强于预期，油价已出现反弹。但随着全球各地解除封锁，对可能引发第二波疫情的担忧，使得对复苏的预测仍存疑虑。目前油价约为每桶35美元，低于大多数生产商对政府支出的需求。

西德克萨斯中质原油(WIT)和全球基准布伦特原油(Brent)周一在亚洲交易中小幅走低。

此次会议将通过视频会议的形式举行，会议日期仍有待确定，知情人士表示，欧佩克成员国已接近达成协议，将会议日期提前至6月4日。

日期提前将给予欧佩克更大的灵活性，以改变目前的产量限制。欧佩克成员国通常在6月的第一周决定7月份向客户供应石油的计划，因此提前召开会议将让成员国有更多时间做出反应。

由沙特阿拉伯和俄罗斯领导的23国欧佩克联盟正在进行创纪录的减产，以支撑油价。在会议上，将决定是否保留现有协议，延长限制措施。

欧佩克及其合作伙伴承诺在5月和6月将日产量减少970万桶，约占全球供应量的10%。此外，沙特阿拉伯、科威特和阿拉伯联合酋长国6月份进一步自愿减产约120万桶/天，使欧佩克的减产总量达到近1100万桶/天。减产预计将在7月份放缓至每天770万桶左右。

尼日利亚和阿联酋国有石油公司已宣布，计划从4月起，按照欧佩克+协议的规定，在7月份增加石油出口。

如果提前召开会议的决定得到确认，这将意味着通常在部长级会议之前举行的委员会会议也将提前举行。欧佩克定于6月2日至3日召开经济委员会理事会会议，并于6月5日成立联合技术委员会，评估当前减产措施的实施情况。

洪伟立 摘译自 Rigzone

原文如下：

OPEC+ to Discuss Production Cut Extension

OPEC+ is set to discuss a short extension of its current output cuts, according to a delegate, as the cartel considers bringing forward its next meeting a few days to June 4.

The cartel and its allies are considering extending the current cuts for one to three months, the delegate said. As the situation in the oil market is moving fast, the preference is to take short-term measures and not disrupt the rebalancing of the market, the delegate said.

The existing deal -- struck in April as energy demand and prices collapsed because of the coronavirus pandemic -- calls for output curbs to ease from July. But that’s up for discussion at the next meeting. Russia wants to start easing from July, people familiar with the situation said last week.

Oil prices have rallied as the output curbs coincided with a stronger-than-expected rebound in demand. But with lockdowns easing across the globe, fears that the pandemic could have a second wave make predictions of a recovery perilous. At about $35 a barrel, prices are below what most producers need for government spending.

West Texas Intermediate crude and Brent, the global benchma镀锌管rk, edged lower in Asian trading on Monday as the protests in the U.S. damped risk sentiment.

The date of the meeting, which will be held by video conference, was still to be confirmed late on Sunday, after people familiar with the situation said OPEC members were close to an agreement to bring it forward to June 4.

An earlier date would give the oil cartel more flexibility to change its current production limits. OPEC members usually decide their plans for shipping oil to customers for July in the first week of June, so an earlier meeting would give them more time to react.

Algerian Energy Minister Mohamed Arkab, who holds the rotating presidency, proposed June 4, instead of June 9-10.

The 23-nation OPEC+ coalition led by Saudi Arabia and Russia is undertaking record oil-production cuts to prop up prices. At the meeting it will decide whether to keep the existing agreement, or extend the current curbs.

The Organization of Petroleum Exporting Countries and its partners committed to lowering output by 9.7 million barrels a day, or about 10% of global supply, in May and June. In addition, Saudi Arabia, Kuwait and the United Arab Emirates made further voluntary cuts of about 1.2 million barrels a day for June, bringing the total OPEC+ curbs to almost 11 million barrels a day.

Production cut保险杠s are meant to be eased to about 7.7 million barrels a day in July.

Nigeria and the state oil company of Abu Dhabi, the UAE’s capital, have already announced plans to increase exports in July in line with the OPEC+ deal from April.

If the decision to move the meeting is confirmed, it would mean also shifting committee meetings that normally take place before a ministerial conference to later in the month. OPEC has an Economic Commission Board meeting scheduled for June 2-3, and a Joint Technical Committee to assess implementation of the current supply cuts on June 5.