中國石化新聞網(wǎng)訊 據(jù)彭博新聞社2023年7月3日報道,沙特阿拉伯將把其單方面削減原油產(chǎn)量協(xié)議延長一個月,在市場預(yù)計將趨緊之際限制供應(yīng)。倫敦市場原油價格因此上漲2%。
根據(jù)沙特官方通訊社發(fā)表的一份聲明,7月開始的日減100萬桶原油產(chǎn)量——這是歐佩克+現(xiàn)有減產(chǎn)協(xié)議的補充——將持續(xù)到8月,并可能進一步延長。
此次額外減產(chǎn)將使沙特阿拉伯的原油日產(chǎn)量降至900萬桶左右,為幾年來的最低水平,這將犧牲銷量,但迄今為止油價上漲帶來的回報微乎其微。
需求低迷已將原油價格限制在每桶75美元附近,低于沙特阿拉伯支付預(yù)算所需的水平。在這種背景下,延長減產(chǎn)時間并不令人意外,接受彭博新聞社調(diào)查的幾乎所有交易商和分析師都預(yù)測了這一結(jié)果。
業(yè)內(nèi)人士曾普遍預(yù)計今年油價將上漲,但由于對利率攀升帶來的經(jīng)濟實力的擔憂,油價反而出現(xiàn)下跌。預(yù)計下半年供應(yīng)仍將收緊,但包括高盛集團和摩根士丹利在內(nèi)的華爾街預(yù)測機構(gòu)已經(jīng)放棄了原油價格重返每桶100美元的預(yù)期。
李峻 譯自 彭博新聞社
原文如下:
Saudi Arabia extends unilateral oil-output cut into August
Saudi Arabia will prolong its unilateral oil production cut by one month, keeping a lid on supply even as the market is expected to tighten. Crude jumped 2 per cent in London.
The output reduction of 1 million barrels a day that started this month - which comes in addition to existing curbs agreed by OPEC+ - will continue into August and could be extended further, according to a statement published by state-run Saudi Press Agency.
The cuts will take the kingdom’s production to about 9 million barrels a day, the lowest level in several years, sacrificing sales volumes for what has so far been little reward in terms of higher prices.
Lackluster demand has capped crude near $75 a barrel, below the level Saudi Arabia needs to cover its budget. Against this backdrop, the extension was no surprise, with almost all traders and analysts surveyed by Bloomberg predicting this outcome.
Oil prices were widely expected to rally this year, but have instead sagged about due to fears about the strength of the economy as interest rates climb. Supply is still expected to tighten in the second half, but Wall Street forecasters including Goldman Sachs Group Inc. and Morgan Stanley have abandoned projections for the return of $100-a-barrel crude.