據世界石油網1月2日消息 預計歐佩克及其盟友下周開會時將恢復更多的石油供應,這突出表明該組織對全球需求前景的樂觀態度。
根據彭博社的一項調查,由沙特阿拉伯和俄羅斯領導的23國聯盟可能會繼續進行另一次每月40萬桶的增產。一些國家代表還表示,他們預計將于2月生效的提振措施將繼續實施。
歐佩克及其合作伙伴認為,今年全球需求將繼續復蘇,而奧密克戎變體只帶來了輕微的影響。他們的信心正在得到驗證,因為亞洲主要消費國的交通繁忙和美國原油庫存減少,使國際油價接近每桶80美元。
咨詢公司Rapidan能源集團總裁、前白宮官員鮑勃·麥克納利表示:“只要奧密克戎或宏觀經濟衰退不會再次壓垮需求,市場就可以接受額外的石油。”
彭博社調查的16名分析師和交易員中,有15人預測,當歐佩克周二在線上開會時,產量增長將獲得批準。根據彭博采用蘋果公司截至12月27日的統計數據匯編的數據,燃料消耗指標表明,除一個主要亞洲國家外,其他所有國家的流動性都在逐月上升,產量可以被消耗。
增加供應還表明,利雅得繼續關注影響其最大客戶的通脹風險,上月默許了美國增加產量以降低失控汽油價格的呼吁。
雖然這一意外舉動最初被交易員解讀為看跌,但沙特能源部長Abdulaziz bin Salman通過決定歐佩克會議將在技術上保持會期來幫助提振市場情緒,從而允許歐佩克在必要時在短時間內逆轉產量增長。
吳恒磊 編譯自 世界石油
原文如下:
OPEC to increase oil output as 2022 demand confidence grows
OPEC and its allies are expected to revive more oil supplies when they meet next week, underscoring the group’s optimism in the outlook for global demand.
The 23-nation alliance led by Saudi Arabia and Russia is likely to proceed with another modest monthly hike of 400,000 barrels a day as it restores production halted during the pandemic, according to a Bloomberg survey. Several national delegates also said they expect the boost -- due to take effect in February -- will go ahead.
The Organization of Petroleum Exporting Countries and its partners see global demand continuing to recover this year, taking only a “mild” hit from the omicron variant. Their confidence is being validated as busy traffic across key Asian consuming countries and dwindling crude inventories in the U.S. buoy international prices near $80 a barrel.
“The market can take the extra oil, as long as omicron or a macro downturn don’t crush demand again,” said Bob McNally, president of consultant Rapidan Energy Group and a former White House official.
Fifteen of 16 analysts and traders surveyed by Bloomberg predicted the output increase will be approved when the coalition gathers online on Tuesday. Indicators on fuel consumption suggest the barrels can be absorbed, with all but one major Asian country registering a rise in mobility month-on-month, according to data compiled by Bloomberg using Apple Inc. statistics to Dec. 27.
Adding supplies would also show that Riyadh continues to be mindful of the inflationary risks afflicting their biggest customers, having acquiesced last month to U.S. 's calls for extra production to cool runaway gasoline prices.
While that surprise move was initially read as bearish by traders, Saudi Energy Minister Prince Abdulaziz bin Salman helped to shore up market sentiment by resolving that OPEC’s meeting would remain technically “in session” -- allowing it to reverse the output increase at short notice if needed.
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