2月份歐佩克+減產(chǎn)協(xié)議履行率躍升至136%

7個(gè)多月以來(lái)歐佩克+實(shí)際上增產(chǎn)低于預(yù)期的40萬(wàn)桶

據(jù)美國(guó)油價(jià)網(wǎng)3月18日?qǐng)?bào)道， 路透社周五（3月18日）援引兩名消息人士的話報(bào)道稱(chēng)，與減產(chǎn)協(xié)議中的目標(biāo)相比，歐佩克+聯(lián)盟的石油產(chǎn)量水平繼續(xù)嚴(yán)重落后，2月份的原油日產(chǎn)量比集體配額低100多萬(wàn)桶，協(xié)議履行率躍升至136%。

今年1月份，歐佩克+產(chǎn)油國(guó)減產(chǎn)協(xié)議的總體履行率為129%，這也表明該協(xié)議的成員國(guó)未能實(shí)現(xiàn)其集體配額。 近幾個(gè)月來(lái)，履行率一直在穩(wěn)步上升，這意味著名義總配額和實(shí)際產(chǎn)量之間的差距繼續(xù)擴(kuò)大。 例如，2021年12月的履行率為122%，11月的履行率為117%。  

自2021年8月以來(lái)，歐佩克+每次會(huì)議都宣布每月日增40萬(wàn)桶名義產(chǎn)量，但7個(gè)多月來(lái)，歐佩克+實(shí)際上每月增加的市場(chǎng)產(chǎn)量都低于這一數(shù)字。 

包括美國(guó)在內(nèi)的全球最大石油消費(fèi)國(guó)以及國(guó)際能源署(IEA)幾個(gè)月來(lái)一直在呼吁歐佩克+提高供應(yīng)更快幫助平抑不斷飆升的油價(jià)和縮小該集團(tuán)的配額和向市場(chǎng)更低的實(shí)際供應(yīng)之間不斷擴(kuò)大的缺口。  

由于缺乏投資和產(chǎn)能，非洲的歐佩克成員國(guó)——主要是安哥拉和尼日利亞等生產(chǎn)大國(guó)——一直難以提高產(chǎn)量。 其他產(chǎn)油國(guó)也不能把產(chǎn)量提高太多。 只有沙特阿拉伯和阿聯(lián)酋擁有足夠的備用產(chǎn)能，能夠顯著增加歐佩克+的產(chǎn)量。  

然而，沙特阿拉伯和阿聯(lián)酋都沒(méi)有站出來(lái)填補(bǔ)日益擴(kuò)大的全球石油供應(yīng)缺口。全球石油供應(yīng)缺口勢(shì)必將會(huì)擴(kuò)大更多。  

李峻 編譯自 美國(guó)油價(jià)網(wǎng)

原文如下：

OPEC+ Oil Production Is 1 Million Bpd Lower Than Target Level

Compliance with OPEC+ output cuts jumps to 136% in February.

For more than seven months now, OPEC+ has actually added lower volumes to the market than the projected 400,000 bpd per month increases.

The OPEC+ group continues to severely underperform in its oil production levels compared to the target in the pact, with February output at more than 1 million barrels per day (bpd) below the collective quota and compliance rate jumping to 136 percent, Reuters reported on Friday, quoting two sources.  

In January, the overall compliance rate at OPEC+ producers was 129 percent, also indicating that the members of the pact haven’t been able to pump to their collective quotas. The compliance rate has been steadily rising in recent months—meaning that the gap between nameplate total quota and actual production continues to rise. For example, compliance in December 2021 was at 122 percent, and the compliance rate stood at 117 percent in November.

For more than seven months now, OPEC+ has actually added lower volumes to the market each month than the 400,000 bpd nominal monthly increase announced in each of the OPEC+ meetings since August 2021.

The biggest oil-consuming nations, including the United States, as well as the International Energy Agency (IEA), have been calling on OPEC+ for months to boost supply faster to help tame soaring oil prices and narrow the widening gap between the group’s quotas and the much lower actual supply to the market.

Africa’s OPEC members, mostly big producers Angola and Nigeria, have struggled to raise their production because of a lack of investment and capacity. Other producers cannot raise output too much, either. The only ones with enough spare capacity to meaningfully add to the OPEC+ production are OPEC heavyweights Saudi Arabia and the United Arab Emirates (UAE).

However, neither the Saudis nor the UAE has stepped forward to fill in the widening gap in global oil supply, which is set to become much wider.