随着供应限制缓解 油价回落至40美元

据彭博社10月12日消息：石油价格连续第二天下滑，墨西哥湾在遭受飓风“德尔塔”袭击后开始恢复作业，挪威石油工人取消了罢工。

纽约期货下跌0.9％，而上周五下跌了1.4％。周五风暴登陆后，美国海湾运营商开始重启生产。德尔塔导致约92%的石油产量和62%的天然气产量关闭。

一位知情人士表示，Sharara油田最初日产4万桶原油，10天后将达到近30万桶的产能。

对欧佩克及其盟友而言，正在考虑是否在1月继续实施进一步削减产量的计划。随着许多国家冠状病毒病例的增加，该组织将在11月30日至12月的下一次政策会议上面临一个艰难的决定。即保持减产进程或延迟产量的增加。

上周原油价格上涨，因交易商消化了飓风“德尔塔”对产量的影响，且美国进一步采取更多财政刺激措施。然而，在挪威石油工人达成一项协议后，石油价格上周五回落。该协议将恢复因纠纷而关闭的6个油田的生产，并防止事态升级到另外六个油田。同时避免了日产46万桶的挪威最大油田Johan Sverdrup的关闭。

伊拉克预计原油价格今年将维持在每桶41-42美元左右，2021年第一季将升至每桶45美元，官方报纸Al-Sabah援引该国石油部长Ihsan Abdul Jabbar的采访报道。伊拉克是欧佩克第二大产油国。这位部长重申，该国将遵守欧佩克限制石油产量的协议。

根据贝克休斯公司的数据，上周美国原油钻井平台增加4个，达到193个，比过去三周增加了14个。尽管有警告称需求可能要到2023年才能恢复到疫情前水平，但经济活动已经开始回升。然而，堪萨斯城联邦储备银行对能源高管的调查发现，不仅需求前景低迷，油田工作、工资和信贷渠道也不乐观。

冯娟 摘译自 彭博社

原文如下：

Oil Falls Back Toward $40 as Supply Constraints Begin to Ease

Oil slipped a second day as operations in the Gulf of Mexico began to resume following Hurricane Delta,and oil workers in Norway called off a strike.

Futures in New York fell as much as 0.9%, after declining 1.4% on Friday. U.S. Gulf operators are beginning to restart production after the storm made landfall on Friday. Delta’s approach had seen about 92% of oil production and 62% of gas output shuttered.

The Sharara field will initially pump 40,000 barrels of crude a day, before reaching its capacity of almost 300,000 barrels in 10 days, a person with knowledge of the situation said.

For OPEC and its allies as they mull whether to proceed with plans to further taper production curbs in January. With coronavirus cases accelerating in many countries, the cartel faces a difficult decision at its next policy meeting on Nov. 30-Dec. 1 to stay the course or delay the increase in production.

Crude rallied last week as traders factored in the production hit from Hurricane Delta and as the U.S. inched closer to more fiscal stimulus. However, prices retreated on Friday after Norway’s oil workers agreed a settlement that will restore production at six fields shut down by the dispute and prevent an escalation to another six. It also averted a shutdown of Norway’s largest oil field, the 460,000 barrel-a-day Johan Sverdrup facility.

Iraq, OPEC’s second-biggest oil producer, expects crude prices to remain at around $41 to $42 a barrel this year before rising to $45 in the first quarter of 2021, the state-run Al-Sabah newspaper reported, citing an interview with Oil Minister Ihsan Abdul Jabbar. The minister reiterated Iraq’s compliance with the OPEC+ pact to curb output.

Drilling rigs targeting crude oil in the U.S. rose by 4 to 193 last week, according to Baker Hughes, an increase of 14 in the last three weeks. Activity is starting to pick up despite a warning that demand might not recover to pre-pandemic levels until 2023. A Federal Reserve Bank of Kansas City survey of energy executives found a glum outlook not only for demand but for oilfield jobs, wages and access to credit.