大西洋盆地石油供应跌至8年低点

据今日油价网站8月10日消息 彭博社周一援引其已有的石油运输计划报道，西欧最大的产油国挪威（并非欧佩克+联盟的正式成员国）由于需求和价格下滑，正在削减石油产量，这很可能有助于将几个产油国的大西洋盆地供应量降至2012年初以来的最低水平。

据彭博社估计，挪威9月份的石油装载量将逐月下降26.1万桶/日，其中来自巨型Johan Sverdru油田的减产量占减少量的三分之二。

虽然目前尚不清楚挪威6月减产25万桶/日和2020年下半年13.4万桶/日的减产是否是9月挪威石油装载量大幅下降的主要原因，但预计Johan Sverdrup大油田会因计划而减产。

Johan Sverdrup油田去年10月投产，在3个月后增产后，推动挪威的产量在2019年12月达到9年来的最高水平。

然而，挪威石油和能源部在4月底表示，这次疫情以及由此引发的需求和油价暴跌，是挪威政府决定强制减产，而这一决定是在独立的基础上，以挪威的利益为中心所作出，在沙特阿拉伯和俄罗斯结束油价战并签署新的欧佩克+减产协议以应对危机之后。

现在挪威可能成为大西洋盆地产油国（包括挪威、尼日利亚、安哥拉、阿塞拜疆和英国）8年来最低石油供应的主要贡献国，根据彭博社对装船计划的估计，9月份产量为573万桶/日。

俄罗斯9月份从其西部港口装载石油的计划尚未公布。在产量方面，俄罗斯本月早些时候表示，其7月份的石油产量符合其欧佩克+承诺。截至8月1日，欧佩克+正在将总减产幅度从970万桶/日调整至770万桶/日。

王磊 摘译自 今日油

原文如下：

Atlantic Basin Oil Supply Plunges To 8-Year Low

Western Europe’s largest oil producer, Norway, which is not officially part of the OPEC+ coalition, is cutting its oil production because of the slump in demand and prices and is likely to help reduce the Atlantic basin supply of several oil producers to the lowest since early 2012, Bloomberg reported on Monday, citing oil shipment plans it had seen.

Norwegian oil loadings in September are set to drop by 261,000 barrels per day (bpd) month over month, with reduced loadings from the giant Johan Sverdrup oilfield accounting for two-thirds of those reduced volumes, according to Bloomberg estimates.

While it was not immediately clear if Norway’s production cuts of 250,000 bpd in June and 134,000 bpd in the second half of 2020 were the primary reason for the significantly lower Norwegian oil loadings for September, it was expected that Johan Sverdrup would see reduced production because of the government’s plan.

The Johan Sverdrup oilfield started up production in October last year, and after ramping up production three months later, it helped Norway’s production to hit a nine-year high in December 2019.

However, the pandemic and the resulting demand and oil price crash had Norway’s government decide to mandate an oil production cut, and that decision “has been made on an independent basis and with Norwegian interests at heart,” the Ministry of Petroleum and Energy said at the end of April, after Saudi Arabia and Russia ended the oil price war and signed a new OPEC+ production cut pact to respond to the crisis.

Now Norway could become a main contributor to the lowest oil supply from the Atlantic Basin producers – including Norway, Nigeria, Angola, Azerbaijan, and the UK – in eight years, at 5.73 million bpd in September, according to Bloomberg’s estimates of loading schedules it has seen.

Russia’s oil loading programs from its western ports for September are yet to be announced. In terms of production, Russia said earlier this month that its oil output in July was in line with its OPEC+ commitment. As of August 1, the OPEC+ group is easing the total cut to 7.7 million bpd from 9.7 million bpd.