???? 據(jù)OE網(wǎng)2月24日報道，根據(jù)歐佩克+消息人士表示，鑒于油價回升，歐佩克+產(chǎn)油國將討論從4月份起適度放松石油供應(yīng)限制，不過一些消息人士建議，鑒于抗擊疫情的奮斗可能出現(xiàn)新的挫折，暫時保持穩(wěn)定。

????歐佩克及其盟國，即被稱作歐佩克+的集團，去年創(chuàng)紀錄地減產(chǎn)970萬桶/日，因疫情導致需求銳減。截至今年2月，其仍持有712.5萬桶/天的原油，約占全球需求的7%。

????今年1月，由于冠狀病毒持續(xù)封鎖，歐佩克+放緩了計劃增產(chǎn)的步伐，以應(yīng)對弱于預期的需求。沙特阿拉伯在2月和3月做出了額外的自愿減產(chǎn)。

????據(jù)三位歐佩克+的消息人士表示，在不增加庫存的情況下，從4月開始日產(chǎn)量增加50萬桶似乎是可能的，盡管部長們將在3月4日會議上考慮更新的供需平衡將確定他們的決定。

????歐佩克+的其中一位消息人士稱，油價肯定很高，市場需要更多石油來給價格降溫 。從4月份開始每日增加50萬桶是一個選擇——看起來是個不錯的選擇。

????油價上漲至每桶67美元，為2020年1月以來最高水平，疫苗的推出和經(jīng)濟復蘇的希望增強了市場可能接受更多石油的信心。世界第三大石油進口國印度敦促歐佩克+放松減產(chǎn)。

????沙特阿拉伯自愿減產(chǎn)100萬桶/日的計劃將于下月結(jié)束。雖然利雅得尚未透露3月份之后的計劃，但該組織對沙特阿拉伯將從4月份開始恢復供應(yīng)的預期越來越高，或許是逐漸恢復供應(yīng)。

????一些歐佩克+成員國還預計，沙特將愿意進一步放寬減產(chǎn)，但尚不清楚他們是否與利雅得有過直接溝通。

????沙特阿拉伯已警告石油生產(chǎn)國要“極其謹慎”，一些歐佩克成員國對需求再度受挫表示警惕。一位歐佩克成員國的消息人士表示，如果沙特在4月份完全恢復石油供應(yīng)，將意味著歐佩克+的其他國家不應(yīng)該再增加產(chǎn)量。

????該消息人士表示，沙特自愿減產(chǎn)的決定將返回市場。

????作為2月獲準增產(chǎn)的歐佩克+成員國之一，俄羅斯渴望增加供應(yīng)。據(jù)一位消息人士上周表示，如果在3月4日的會議前沒有任何變化，俄羅斯將提議增加石油產(chǎn)量。

????郝芬 譯自 OE

????原文如下：

????OPEC+ to Weigh Modest Output Boost, Sources Say

????OPEC+ oil producers will discuss a modest easing of oil supply curbs from April given a recovery in prices, OPEC+ sources said, although some suggest holding steady for now given the risk of new setbacks in the battle against the pandemic.

????The Organization of the Petroleum Exporting Countries and allies, known as OPEC+, cut output by a record 9.7 million bpd last year as demand collapsed due to the pandemic. As of February, it is still withholding 7.125 million bpd, about 7% of world demand.

????In January OPEC+ slowed the pace of a planned output increase to match weaker-than-expected demand due to continued coronavirus lockdowns. Saudi Arabia made extra voluntary cuts for February and March.

????Three OPEC+ sources said an output increase of 500,000 barrels per day from April looked possible without building up inventories, although updated supply and demand balances that ministers will consider at their March 4 meeting will determine their decision.

????"The oil price is definitely high and the market needs more oil to cool the prices down," one of the OPEC+ sources said. "A 500,000 bpd increase from April is an option - looks like a good one."

????A rally in prices towards $67 a barrel, the highest since January 2020, the rollout of vaccines and economic recovery hopes have boosted confidence the market could take more oil. India, the world's third biggest oil importer, has urged OPEC+ to ease production cuts.

????Saudi Arabia's voluntary cut of 1 million barrels per day (bpd) ends next month. While Riyadh hasn't shared its plans beyond March, expectations in the group are growing that Saudi Arabia will bring back the supply from April, perhaps gradually.

????Some OPEC+ members also anticipate that the Saudis will be willing to ease cuts further, but it was not clear if they had had direct communication with Riyadh.

????Saudi Arabia has warned producers to be "extremely cautious" and some OPEC members are wary of renewed demand setbacks. One OPEC country source said a full return of the Saudi barrels in April would mean the rest of OPEC+ should not pump more yet.

????"The Saudi voluntary cut will be back to the market," the source said.

????Russia, one of the OPEC+ countries which was allowed to boost output in February, is keen to raise supply and a source last week said Moscow would propose adding more oil if nothing changed before the March 4 virtual meeting.