據(jù)7月14日Neftegaz.RU.利雅得報(bào)道,石油價(jià)格分析(Oilprice analysis)的業(yè)內(nèi)消息人士向路透社表示,沙特阿拉伯將把8月份的原油出口量維持在7月份的水平,盡管歐佩克+預(yù)計(jì)將在下月緩和創(chuàng)紀(jì)錄的減產(chǎn)幅度。
歐佩克創(chuàng)紀(jì)錄的每日減產(chǎn)970萬(wàn)桶的減產(chǎn)規(guī)模一度延長(zhǎng)了一個(gè)月至7月底,但到8月1日,減產(chǎn)總規(guī)模將放緩至每日770萬(wàn)桶。目前,沒(méi)有跡象表明,該組織愿意討論再次延長(zhǎng)創(chuàng)紀(jì)錄規(guī)模減產(chǎn)的意向。
本月初,俄羅斯能源部長(zhǎng)亞歷山大?諾瓦克(Alexander Novak)表示,歐佩克+不會(huì)討論或計(jì)劃修改減產(chǎn)協(xié)議,這應(yīng)會(huì)導(dǎo)致石油生產(chǎn)國(guó)在8月份減少減產(chǎn)量。
據(jù)路透社消息,盡管歐佩克組織的最大產(chǎn)油國(guó)、世界最大石油出口國(guó)沙特阿拉伯緩和了減產(chǎn),但并不打算增加原油出口量。該消息人士對(duì)路透表示,增產(chǎn)的石油將用于國(guó)內(nèi)發(fā)電,沙特在夏季會(huì)消耗更多石油。
根據(jù)彭博社收集的油輪跟蹤數(shù)據(jù)顯示,沙特阿拉伯6月份的原油出口量從5月份的620萬(wàn)桶下降到570萬(wàn)桶/天。這是自2017年彭博社開(kāi)始跟蹤沙特原油出口量以來(lái)的最低水平。
據(jù)報(bào)道,沙特還試圖收緊亞洲的中質(zhì)原油和重質(zhì)原油市場(chǎng)。了解沙特阿美計(jì)劃的消息人士7月13日對(duì)路透社表示,沙特阿美已將重點(diǎn)放在削減阿拉伯中質(zhì)和阿拉伯重質(zhì)原油的供應(yīng)上,亞洲至少有6家買(mǎi)家接到通知,他們將收到較少數(shù)量的重質(zhì)原油,并可選擇用輕質(zhì)原油替代損失的重質(zhì)油桶。
熟悉內(nèi)情的消息人士上周對(duì)路透表示,盡管沙特石油巨頭8月出口計(jì)劃將較7月持平,但阿布扎比國(guó)家石油公司(ADNOC)計(jì)劃下月將日出口量增加30萬(wàn)桶。
王佳晶 摘譯自 Neftegaz.RU.
原文如下:
Saudi Arabia has no plans to increase oil exports just yet
Saudi Arabia is set to keep its crude oil exports in August at the levels from July, although the OPEC+ group is expected to ease the record production cuts as of next month, sources in the industry told Reuters, Oilprice analysed..
The record 9.7-million-bpd OPEC+ cuts – which were extended once for a month until the end of July – are now set to ease to a total cut of 7.7 million bpd as of August 1. Currently, there are no indications that the coalition of oil producers would be willing to even discuss another extension of the record level of production cuts.
At the beginning of this month, Russia’s Energy Minister Alexander Novak said that OPEC+ was not discussing or planning changes to its production cut agreement, which should see the oil producers ease the cuts in August.
Despite the eased cuts, OPEC’s top producer and the world’s biggest oil exporter, Saudi Arabia, does not intend to boost its crude oil exports, according to Reuters’ sources. The increased production will go to domestic power generation, for which Saudi Arabia burns more oil during the summer months, the sources told Reuters.
In June, Saudi Arabia’s observed crude oil exports dropped to 5.7 million bpd, down from 6.2 million bpd in May, according to tanker-tracking data compiled by Bloomberg. This was the lowest level of Saudi crude oil exports since Bloomberg began tracking the flows in 2017.
The Kingdom is also reportedly trying to tighten the medium and heavy crude market in Asia. Saudi Aramco has focused on cutting supply for its Arab Medium and Arab Heavy grades, with at least six buyers in Asia notified they would receive lower volumes of heavier grades with the option to substitute the missing heavy barrels with lighter grades, sources with knowledge of the plans told Reuters on July 13.
While the Saudi oil giant is said to be keeping exports flat in August, the Abu Dhabi National Oil Company (ADNOC) is reportedly planning to boost its exports next month by 300,000 bpd, sources familiar with the matter told Reuters last week.
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