欧佩克+5月迄今大幅削减石油出口

据能源世界网5月19日伦敦报道，跟踪石油运输的公司表示，欧佩克+在5月上半月大幅削减了石油出口，这表明在遵守新的减产协议方面有了一个良好的开端。

从5月1日起，石油输出国组织，俄罗斯和其他盟国（称为OPEC +）正在以创纪录的970万桶/天速度减产，以抵消因冠状病毒爆发而引起的价格和需求下滑。

据跟踪石油流量的公司kpler表示，欧佩克+海运石油出口在过去一个月中已下降了630万桶/日，至2,700万桶/日，称从4月份石油生产商随意生产的情况来看，这一下降是“惊人的逆转”。

另一家油轮跟踪公司Petro-Logistics在推特上发布的消息称，估计生产商在5月的前13天的出口量较4月的平均水平减少了596万桶/日，这是“大规模”的下降。

Petro-Logistics首席执行官丹尼尔·格伯（Daniel Gerber）告诉路透社，其中，欧佩克的出口在本月的前两周下降了485万桶。

根据Kpler的说法，沙特阿拉伯出口的削减幅度最大。沙特石油日均出口量为726万桶，环比下降224万桶。 Kpler表示，俄罗斯5月份也大幅减少92.2万桶。

科威特和阿拉伯联合酋长国也大幅减少了出口。Kpler称，两国原油日出口量合计425万桶，较上月减少126万桶。

然而Kpler表示，伊拉克日出口量削减26.5万桶，这表明欧佩克第二大产油国需要做更多的工作才能完全实现其承诺的106万桶/天的减产量。

Refintiv Eikon数据表明下降幅度更大。 根据Refinitiv的数据显示，5月的前两周，伊拉克南部的日均出口量为273万桶，比4月份下降60万桶。

但尼日利亚显然还没有减少出口量。尼日利亚和伊拉克一样，在早些时候的欧佩克+减产中行动迟缓。根据Refinitiv数据显示，5月前两周，尼日利亚原油日均出口量为182万桶，与4月持平。

欧佩克+协议适用于产量，因此出口量不能全面反映遵守协议的情况，因为从储存中提取原油可以暂时提振出口。

据路透调查发现，OPEC 4月日产量为3,025万桶，本月需要减产697万桶才能达到新目标。

路透社和其他机构对5月合规性的调查将在本月底开始发布。

郝芬 译自 能源世界网

原文如下：

OPEC+ cuts oil exports sharply so far in May - trackers

OPEC+ has cut its oil exports sharply in the first half of May, companies that track the shipments said, suggesting a strong start in complying with a new production cut agreement.

The Organization of the Petroleum Exporting Countries, Russia and other allies, a group known as OPEC+, are cutting supply by a record 9.7 million barrels per day from May 1 to offset a slump in prices and demand caused by the coronavirus outbreak.

Kpler, a company that tracks oil flows, said OPEC+ seaborne oil exports have declined by 6.3 million bpd over the past month towards 27 million bpd, calling the decline a "stunning reversal" from April when producers pumped at will.

Petro-Logistics, another tanker tracker, estimated the producers cut exports by 5.96 million bpd for the first 13 days of May compared to April averages - a "massive" decline, the company posted in a tweet.

Of that, OPEC's exports dropped by 4.85 million bpd in the first two weeks of the month, Petro-Logistics Chief Executive Daniel Gerber told Reuters.

According to Kpler, Saudi Arabia is showing the largest cutback. Saudi oil exports have averaged 7.26 million bpd, down 2.24 million bpd month on month. Russia is also making a large reduction of 922,000 bpd in May, Kpler said.

Kuwait and the United Arab Emirates have also reduced shipments significantly. The two countries have loaded a combined 4.25 million bpd onto ships for export, a drop of 1.26 million bpd month on month, Kpler said.

But Iraq has cut exports by 265,000 bpd, Kpler said, suggesting OPEC's No. 2 producer needs to do more to deliver its pledged cut of 1.06 million bpd in full.

Refintiv Eikon data suggest a larger decline. Southern Iraq exports averaged 2.73 million bpd in the first two weeks of May, according to Refinitiv, a drop of more than 600,000 bpd from April.

But Nigeria, which like Iraq was a laggard in making its share of earlier OPEC+ cuts, apparently has yet to cut exports.

Nigerian crude exports averaged 1.82 million bpd in the first two weeks of May, Refinitiv data shows, steady from April.

The OPEC+ agreement applies to production, so exports do not provide the full picture on compliance, as withdrawals of crude from storage can boost exports temporarily.

OPEC pumped 30.25 million bpd in April, a Reuters survey found, and needs to lower output by 6.97 million bpd this month to comply with the new target.

Surveys of May compliance from Reuters and others will start to be published at the end of the month.