沙特正考虑取消欧佩克明年的缓和减产计划

据油价网利雅得报道，《华尔街日报》日前援引沙特阿拉伯高级石油顾问的话说，沙特阿拉伯时下正在考虑取消将在明年1月生效的欧佩克缓和石油减产的计划。

今年4月份，欧佩克与其以俄罗斯为首的合作伙伴达成协议，把石油日产量减少970万桶，以应对新冠肺炎疫情爆发导致油价下跌后的需求下滑。从今年7月份开始，每日减产额将减少200万桶，然后从2021年1月开始减产将再减少200万桶。

然而，尽管减产，但由于需求在疫情持续的情况下仍然疲软，因此油价仍未恢复到危机前的水平。尽管参与减产的国家都非常遵守减产协议，但全球石油库存仍比今年同期的5年平均水平高出了大约2.2亿桶。

《华尔街日报》的一位消息人士称：“市场无法再接受每天200万桶石油。”但是，消息来源指出，尚未就取消增加的产出作出一个决定。

在这一消息发布之前，欧佩克发布了一份官方报告。报告称，欧佩克预计全球石油需求将反弹，甚至在2022年超过新冠肺炎疫情大流行前的水平，并将稳步增长，直到本世纪30年代末，需求将开始趋于平稳。

欧佩克在其最新一期的《世界石油展望》报告中表示:，“假设新冠肺炎疫情大流行在明年基本得到控制，全球石油需求预计将在2021年部分恢复，中期预计需求将出现健康增长。”

李峻 编译自 油价网

原文如下：

Saudi Arabia May Not Want To Ease Output Cuts In January

Saudi Arabia is mulling over canceling a planned relaxation of OPEC oil production cuts due to enter into effect next January, the Wall Street Journal reported, citing senior oil advisers from the Kingdom.

OPEC and its partners led by Russia agreed in April to reduce their combined oil production by 9.7 million barrels daily in response to the demand slump following the outbreak of coronavirus that caused prices to tank. The cuts were to be relaxed by 2 million bpd from July and then by another 2 million bpd from January 2021.

Prices, however, have not recovered to pre-crisis levels despite the cuts as demand remains sluggish amid the continuing pandemic. Global oil inventories are about 220 million barrels above the five-year average for this time of the year despite strong compliance rates among the participants in the cuts.

“The market can’t take another two million barrels a day,” said one of the Wall Street Journal’s sources. The sources noted, however, that a decision on the cancellation of the output increase has yet to be made.

The news comes on the heels of an official OPEC report, which said the cartel expected global oil demand to rebound and even exceed the pre-pandemic levels in 2022 and grow steadily until the late 2030s, when it will begin to plateau.

“Assuming that the COVID-19 pandemic is largely contained by next year, oil demand is expected to partly recover in 2021 and healthy demand growth rates are foreseen over the medium-term horizon,” OPEC said in its World Oil Outlook report.