俄罗斯和沙特考虑进一步削减石油产量

据今日油价4月17日报道，俄罗斯和沙特阿拉伯能源部长在一份联合声明中表示，该两国可能准备实施进一步的减产以稳定价格。

彭博社援引该声明的话称，两国将“继续密切监视石油市场，并准备在必要时与欧佩克+组织和其他生产国联合采取进一步措施。”

上周，欧佩克同意从下个月开始减产970万桶/天，并一直持续到6月底，此后，欧佩克将开始逐步提高产量。

5—6月的每日减产970万桶，7—12月，削减将降至每日770万桶，到2022年4月底，再进一步降至每日580万桶。

然而，由于疫情影响需求继续急剧下降。路透社约翰·肯普(JohnKemp)在他的每周专栏中写道，仅美国（世界上最大的石油消费国）的石油消费就已经下降了三分之一。即使有人谈论重新开放经济，但这很可能会像欧洲一样逐渐发生，而且至少要等几个月后，需求才能以任何有意义的方式开始恢复。

同时，石油库存正在上升。据报道，本周政府正在就9家石油公司战略石油储备的租赁空间进行谈判，这些石油公司无处存放其未售出和暂时无法出售的原油。

在这种情况下，欧佩克+减产声明对价格的影响减弱了也就不足为奇了，大多数贸易商似乎认为这还不够，即使非欧佩克+生产国实施了额外的减产。 2000万桶/日的数据是总减产量的数字，但本季度需求下降约为3000万桶/日。

郝芬 译自 今日油价

原文如下：

Russia And Saudi Arabia Consider Even Deeper Oil Output Cuts

Russia and Saudi Arabia may be ready to enact deeper oil production cuts to stabilize prices, the energy ministers of the two countries said in a joint statement.

The two will “continue to closely monitor the oil market and are prepared to take further measures jointly with OPEC+ and other producers if these are deemed necessary,” the statement said as quoted by Bloomberg.

Last week, OPEC+ agreed to remove 9.7 million bpd of oil from the market, with the cuts beginning next month and remaining in effect until the end of June, after which the group will start to ramp up production gradually.

From 9.7 million bpd in May to June, the cuts will decline to 7.7 million bpd for the period July to December 2020, and then further to 5.8 million bpd until the end of April 2022.

However, demand has continued to fall sharply because of the Covid-19 pandemic. Oil consumption in the United States alone—the world’s largest consumer of oil—has dived by a third, Reuters’ John Kemp wrote in his weekly column. Even though there is talk about reopening the economy, this will most likely happen gradually, as in Europe, and it will be at least a few months until demand begins to recover in any meaningful way.

Meanwhile, oil inventories are on the rise. The federal U.S. government was this week reported to be negotiating leasing space in the Strategic Petroleum Reserve to nine oil companies that have nowhere else to store their unsold and temporarily unsellable crude.

In this context, it is hardly a surprise that the effect the OPEC+ production cut announcement had on prices was muted, with most traders appearing to believe it was not deep enough, even with the additional cuts to be implemented by non-OPEC+ producers. The 20 million bpd figure is the one being thrown around as the size of the total reductions, and yet demand decline this quarter is seen at some 30 million bpd.