據(jù)4月6日OE網(wǎng)站報(bào)道，在沙特阿拉伯和俄羅斯推遲了討論減產(chǎn)的會(huì)議后，周一油價(jià)下滑。該減產(chǎn)會(huì)議可能在一定程度上緩解因疫情導(dǎo)致的全球市場(chǎng)供應(yīng)過(guò)剩。

布倫特原油早盤下跌至接近每桶30美元，在格林尼治標(biāo)準(zhǔn)時(shí)間5點(diǎn)32分時(shí)，收于33.45美元，下跌66美分，跌幅1.9%。西德克薩斯中質(zhì)原油下跌98美分，至每桶27.36美元，跌幅3.5%，此前曾觸及25.28美元的低點(diǎn)。

上周晚些時(shí)候，油價(jià)飆升，美國(guó)和布倫特原油合約錄得有史以來(lái)最大的周百分比漲幅，原因是人們預(yù)測(cè)歐佩克及其盟國(guó)將達(dá)成協(xié)議，在全球范圍內(nèi)每天至少削減1000萬(wàn)桶原油供應(yīng)。

沙特阿拉伯和俄羅斯最初定于周一舉行會(huì)議，討論減產(chǎn)問(wèn)題，但現(xiàn)在已被推遲到4月9日。

CMC Global Markets首席策略師邁克爾麥卡錫表示，“沙特和俄羅斯的會(huì)晤只是拖延了一段時(shí)間，就摧毀了這輪反彈的勢(shì)頭。”

美國(guó)曾表示，如果需要“保護(hù)”美國(guó)能源工人免受因俄羅斯和沙特阿拉伯爭(zhēng)奪市場(chǎng)份額而加劇的油價(jià)暴跌的影響，將對(duì)原油進(jìn)口征收關(guān)稅。

大西洋兩岸的價(jià)格在3月份創(chuàng)下了有史以來(lái)最低記錄，因?yàn)樾鹿诓《敬罅餍邢魅趿嗽揪凸?yīng)泛濫的市場(chǎng)需求。

澳新銀行和花旗銀行分析師警告稱，減產(chǎn)可能“太少，太晚”，無(wú)法支撐油價(jià)。

IEA負(fù)責(zé)人表示，即使減產(chǎn)1000萬(wàn)桶/日，第二季度石油庫(kù)存仍將增加1500萬(wàn)桶/日。

他敦促世界上最富有的經(jīng)濟(jì)體討論穩(wěn)定石油市場(chǎng)的更廣泛途徑。

不過(guò)，馬里蘭州貝塞斯達(dá)Rapidan能源集團(tuán)總裁羅伯特·麥克納利表示，沙特阿拉伯推遲公布原油官方售價(jià)的舉動(dòng)表明，它并不急于在達(dá)成潛在協(xié)議前向市場(chǎng)大量供應(yīng)廉價(jià)原油。

“這是一個(gè)非常明顯的跡象，表明他們?cè)敢庠?月份減產(chǎn)，”他說(shuō)。

沙特一位消息人士告訴路透社，沙特將推遲到周五公布原油售價(jià)，以等待歐佩克及其盟國(guó)關(guān)于合理削減產(chǎn)量會(huì)議的結(jié)果。

這也表明市場(chǎng)預(yù)計(jì)供應(yīng)過(guò)剩將有所改善，促使油價(jià)上周大幅上漲，并大幅縮小了與未來(lái)幾個(gè)月的差距。

CMC的麥卡錫說(shuō)，油價(jià)也可能不再暴跌，因?yàn)閿?shù)十年來(lái)的低油價(jià)已經(jīng)迫使生產(chǎn)商削減產(chǎn)量。

麥卡錫在談到美國(guó)頁(yè)巖氣生產(chǎn)商時(shí)說(shuō)：“短期內(nèi)，低價(jià)市場(chǎng)是非常痛苦的，但如果這真的導(dǎo)致許多參與者離開(kāi)該行業(yè)，那么這供應(yīng)面將趨于平衡。”

美國(guó)能源服務(wù)公司貝克休斯公司上周五表示，上周美國(guó)鉆井平臺(tái)數(shù)量減少了62個(gè)，創(chuàng)下5年來(lái)最大單周降幅，原因是美國(guó)能源公司因與疫情相關(guān)的經(jīng)濟(jì)活動(dòng)和燃料需求下滑而削減了新鉆井的開(kāi)支。

巴西國(guó)家石油公司的石油減產(chǎn)量也翻了一番，達(dá)到20萬(wàn)桶/日，占總產(chǎn)量的6%。

舒曉玲 摘譯自 OE網(wǎng)站

原文如下：

Oil Drops after Saudi Arabia, Russia Delay Meeting on Output Cuts

Oil prices slipped on Monday, after Saudi Arabia and Russia delayed a meeting to discuss output cuts that could partly alleviate oversupply in global markets as the coronavirus pandemic pummels demand.

Brent crude slipped close to $30 a barrel in early trade and was at $33.45 by 0532 GMT, down 66 cents, or 1.9%. West Texas Intermediate crude fell 98 cents, or 3.5%, to $27.36 a barrel, after earlier touching a low of $25.28.

Late last week, prices surged, with U.S. and Brent contracts posting their largest ever weekly percentage gains due to hopes that OPEC and its allies would strike a deal to cut crude supply worldwide by at least 10 million barrels per day (bpd).

Saudi Arabia and Russia were initially set to meet on Monday to discuss output cuts, but that has now been pushed to April 9, after they blamed each other for the collapse of talks in March.

It "just took a delay in the meeting between Saudi and Russia to knock the wind out of that rally", said Michael McCarthy, chief strategist at CMC Global Markets in Sydney.

U.S. President Donald Trump has said he will impose tariffs on crude imports if he needed to "protect" U.S. energy workers from the oil price crash that has been exacerbated by the war between Russia and Saudi Arabia over market share.

Prices on both sides of the Atlantic marked their worst month on record in March as the coronavirus pandemic crippled demand in a market flooded with supplies.

Production cuts could come "too little, too late" to support oil prices, ANZ and Citi analysts cautioned.

The head of the International Energy Agency has said oil inventories would still rise by 15 million bpd in the second quarter even with output cuts of 10 million bpd.

He urged the world's richest economies to discuss broader ways to stabilize oil markets.

Still, a move by Saudi Arabia to delay the release of its crude official selling prices indicates it is not eager to flood the market with cheap supplies before a potential agreement, said Robert McNally, president of Rapidan Energy Group in Bethesda, Maryland.

"That's a pretty clear sign that they are open to cutting production in May," he said.

The kingdom delayed the release until Friday to wait for the outcome of the meeting between OPEC and its allies regarding possible output cuts, a Saudi source told Reuters.

Indicating the market too is expecting the supply glut to improve, prompt oil prices jumped last week and sharply narrowed their gap with future months .

Oil prices could also firm as decades-low prices have already forced producers to cut output, CMC's McCarthy said.

"In the short term the low prices are very painful, but if it does lead to a lot of those players leaving the industry, the supply side of the equation will balance out," McCarthy said, referring to U.S. shale producers.

Rig counts in the United States fell by 62 last week, energy services firm Baker Hughes Co said on Friday, marking the biggest weekly drop in five years, as U.S. energy companies slashed spending on new drilling due to a coronavirus-related slump in economic activity and fuel demand.

Brazil's Petrobras has also doubled its oil output cuts to 200,000 bpd, or 6% of its total production.