欧佩克+计划减产3个月

据今日油价4月7日报道，消息人士称，欧佩克+成员国正在讨论至少在未来3个月（5月-7月）内实施减产的计划。俄罗斯能源部已收到欧佩克的邀请，确定参加周四的视频会议。

在需求不断下降的情况下，沙特阿拉伯和俄罗斯领导人准备就全球大规模减产进行谈判，尽管上周末前，他们已经进行了激烈的争论。

这两个产油国都表示谈判意愿，同时也指出，美国也应该大幅削减石油产量，减产1000万至1500万桶/天。欧佩克尚未要求美国石油公司集体减产。

分析人士表示，即使一个规模更大的即所谓的“欧佩克++”集团（包括欧佩克+加上美国、加拿大、巴西、挪威和其他不属于欧佩克+的生产国）同意大幅削减1000万桶/天，这仍将远低于第二季度预期的需求损失，且在5月中旬前也无法阻止全球原油库存达到极限。

洪伟立 摘译自 今日油价

原文如下：

OPEC And Partners Eye A 3-Month Output Cut

Countries part of the OPEC+ group are discussing the idea to implement oil production cuts for at least three months from May to July, Russian news agency TASS reported on Tuesday, citing two sources at OPEC.

Russia’s energy ministry has received an invitation from OPEC to take part in Thursday’s video conference, and Russia confirms it will take part in that meeting, an official at the energy ministry told TASS on Tuesday.

The leaders of the OPEC+ group, Saudi Arabia for OPEC and Russia for non-OPEC, are reportedly ready to negotiate a massive global production cut amid sinking demand, despite a bitter weekend spat between the former allies about who ditched whom in the OPEC+ talks.

Both producers are now signaling that they are ready to talk but are pointing out that any massive cut, 10 million bpd-15 million bpd, as touted by U.S. President Donald Trump, should involve the United States, too.

OPEC hasn’t asked President Trump to find a way to ask U.S. oil companies to collectively cut production, the President said on Monday.

Analysts say that even if a larger so-called OPEC++ group – involving OPEC+ plus the U.S., Canada, Brazil, Norway, and other producers not part of OPEC+, were to agree to a huge cut of 10 million bpd, this will still be much lower than the demand loss expected in Q2 and will not go far to prevent global storage filling to the brim by mid-May.