【直擊華爾街】OPEC+決定5月起逐漸增加石油產(chǎn)量


Opec+ agrees to increase oil production gradually from May OPEC+決定5月起逐漸增加石油產(chǎn)量 OPEC+決定5月至7月逐步增產(chǎn)。會議前,沙特能源大臣提醒產(chǎn)油國,原油市場的復(fù)蘇“遠(yuǎn)未完成”,美國能源部長則強(qiáng)調(diào)“可負(fù)擔(dān)的”油價很重要。
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Opec+ agrees to increase oil production gradually from May
OPEC+決定5月起逐漸增加石油產(chǎn)量
OPEC+決定5月至7月逐步增產(chǎn)。會議前,沙特能源大臣提醒產(chǎn)油國,原油市場的復(fù)蘇“遠(yuǎn)未完成”,美國能源部長則強(qiáng)調(diào)“可負(fù)擔(dān)的”油價很重要。
The Opec+ oil alliance decided on Thursday to increase output gradually from May as pressure mounts from inside and outside the producers group to release more barrels on to the market and keep crude prices in check.
石油輸出國組織及其產(chǎn)油國盟友會議(OPEC+)周四決定,從5月開始逐漸增產(chǎn)。OPEC+面臨來自內(nèi)部和外部越來越大的壓力,要求其向市場投放更多原油,并控制原油價格。
The decision by the body comes despite Abdulaziz bin Salman, Saudi Arabia’s energy minister, warning Opec and allies including Russia earlier in the day that crude’s recovery was “far from complete” with the pandemic still wreaking havoc globally.
盡管沙特能源大臣阿卜杜勒阿齊茲?本?薩勒曼(Abdulaziz bin Salman)當(dāng)日早些時候警告OPEC及其俄羅斯等盟友,原油市場的復(fù)蘇“遠(yuǎn)未完成”,因為疫情仍在對全球造成傷害,但OPEC+仍然做出了這一決定。
“Until the evidence of the recovery is undeniable, we should maintain this cautious stance,” Prince Abdulaziz, son of the Saudi king, told reporters and ministers ahead of the formal virtual gathering of oil officials.
在石油官員舉行正式線上會議之前,沙特國王之子阿卜杜勒阿齊茲王子告訴媒體和部長們:“在有確鑿證據(jù)證明復(fù)蘇之前,我們應(yīng)該保持這種謹(jǐn)慎的立場。”
Still, Alexander Novak, Russia’s deputy prime minister, said the market had improved substantially as vaccines to combat the virus were rolled out and Opec+ had to ensure the market did not “overheat”.
但是,俄羅斯副總理亞歷山大?諾瓦克(Alexander Novak)仍表示,隨著疫苗鋪開,市場已有實質(zhì)性改善,OPEC+必須確保市場不會“過熱”。
Consumer countries are also watching the actions of Opec+ carefully, with those such as India wary about producers keeping too tight a hold on output that will only propel a surge in prices.
石油消費(fèi)國也在密切關(guān)注OPEC+的行動,其中印度等國家擔(dān)心,產(chǎn)油國對產(chǎn)量管得太緊,這只會使油價飆升。
Jennifer Granholm, US energy secretary, added another layer of uncertainty into the group’s decision-making. She had a call with Prince Abdulaziz on Wednesday and emphasised the importance of “affordable” energy.
美國能源部長珍妮弗?格蘭霍姆(Jennifer Granholm)給OPEC+的決策帶來另一重不確定性。她在周三與阿卜杜勒阿齊茲王子通電話,強(qiáng)調(diào)了“可負(fù)擔(dān)的”能源的重要性。
Some analysts took comments by her on Twitter to be a plea for the kingdom to keep a lid on crude oil prices that in turn influence US gasoline prices. A sharp fall in US production last year reminded American operators of Opec’s sway over the oil market, and prompted demands from former president Donald Trump for Saudi Arabia to slash supply to prop up prices.
一些分析師將她Twitter上的言論看作是在請求沙特控制原油價格,而原油價格反過來會影響美國汽油價格。去年美國產(chǎn)量銳減,提醒了美國石油商OPEC對石油市場的巨大影響力,并促使前美國總統(tǒng)唐納德?特朗普(Donald Trump)要求沙特大幅減產(chǎn)以提振油價。
Producers will collectively increase output by 350,000 barrels a day in May, another 350,000 b/d in June and around 441,000 b/d for July, one Opec delegate said. Some analysts had expected countries to hold fire on additional increases.
一名OPEC代表稱,OPEC+產(chǎn)油國日產(chǎn)量5月將總共增加35萬桶,6月將再增加35萬桶,7月還會增加約44.1萬桶。一些分析師曾經(jīng)預(yù)計這些國家不會額外增產(chǎn)。
Prince Abdulaziz told reporters the decision, in contrast to the tone of his earlier comments, was not based on any pressure from the new Biden administration. “I can give you full assurance that oil market, oil prices?.?.?.?anything related to Opec, Opec+?.?.?.?was not even mentioned [on the Granholm call],” he added.
與早前言論的基調(diào)不同,阿卜杜勒阿齊茲王子告訴媒體,這一決定并非基于拜登*府施壓的壓力。他補(bǔ)充說:“我能向你保證,石油市場、石油價格……任何與OPEC和OPEC+有關(guān)的事情……根本沒有(在與格蘭霍姆的通話中)提到?!?/p>
He said the small increases were a “conservative measure” and “the cautiousness is still there”.
他表示,小幅增產(chǎn)是“保守措施”,而且“謹(jǐn)慎心態(tài)依然得到了保持”。
Opec and allies outside the cartel, led by Russia, agreed in April 2020 to cut a record 9.7m barrels a day. The Opec+ group had gradually unwound these curbs to about 7m b/d, with producers meeting monthly to decide how much oil to unleash on the market.
OPEC及其盟友——后者由俄羅斯領(lǐng)導(dǎo)——在2020年4月達(dá)成共識,將日產(chǎn)量創(chuàng)紀(jì)錄地減少970萬桶。OPEC+逐漸將這個數(shù)字減少至700萬桶,并且每月開會決定向市場釋放多少石油。
In December Opec+ agreed that it would increase output by up to 500,000 b/d each month, but after raising production in January it held back from further increases as uncertainty loomed about consumption.
去年12月,OPEC+同意將日產(chǎn)量每月增加最多50萬桶,但在1月增產(chǎn)后就沒有再繼續(xù),因為消費(fèi)面臨不確定性。
The kingdom also implemented a voluntary cut of its own of about 1m b/d to bolster the market. In the coming months, Saudi Arabia will increase production by 250,000 in May, 350,000 in June and 400,000 in July.
沙特還自愿將其日產(chǎn)量減少約100萬桶,以支撐市場。未來幾個月,沙特日產(chǎn)量5月將增加25萬桶,6月將增加35萬桶,7月將增加40萬桶。
Optimism about the impact of vaccines on global economies helped crude prices recover towards $70 a barrel. The price of Brent crude has since retreated to about $64 a barrel as European governments impose new restrictions and lockdowns to curb the virus’s spread while new variants are creating fresh uncertainties.
圍繞疫苗對全球經(jīng)濟(jì)的影響的樂觀情緒,曾幫助原油價格恢復(fù)至逼近每桶70美元。自那以后,隨著歐洲政府實行新的限制和封鎖措施以阻斷病毒傳播,且新的病毒變種造成新的不確定性,布倫特原油(Brent crude)價格回撤到每桶約64美元。
“The agreement is supportive of oil prices, yet should also help avoid a sharp spike upward as oil demand picks up,” said Ann-Louise Hittle at consultancy Wood Mackenzie.
咨詢公司伍德麥肯茲(Wood Mackenzie)的安-路易絲?希特爾(Ann-Louise Hittle)表示:“這一共識將支撐油價,同時也應(yīng)該會幫助避免油價隨著石油需求回升而飆升?!?/p>
(本文轉(zhuǎn)載自中國政法大學(xué)商學(xué)院 ,如有侵權(quán)請電話聯(lián)系13810995524)
* 文章為作者獨(dú)立觀點(diǎn),不代表MBAChina立場。采編部郵箱:news@mbachina.com,歡迎交流與合作。
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