據(jù)油氣新聞網(wǎng)8月23日?qǐng)?bào)道，近日，歐佩克組織主導(dǎo)者沙特表示，歐佩克隨時(shí)準(zhǔn)備減產(chǎn)，以修正近期由期貨市場流動(dòng)性不佳和宏觀經(jīng)濟(jì)擔(dān)憂導(dǎo)致的油價(jià)下跌，這些擔(dān)憂忽視了原油現(xiàn)貨供應(yīng)極其緊張的問題。

沙特國家通訊社SPA援引沙特阿拉伯能源部長對(duì)彭博社的話稱，歐佩克+擁有應(yīng)對(duì)挑戰(zhàn)的手段和靈活性。

最近幾周，由于擔(dān)心經(jīng)濟(jì)放緩和西方經(jīng)濟(jì)衰退，油價(jià)從每桶120美元跌至95美元左右。

援引稱，石油期貨市場已陷入“流動(dòng)性極低、波動(dòng)性極大的自我延續(xù)的惡性循環(huán)”，使得市場參與者的對(duì)沖和風(fēng)險(xiǎn)管理成本過高。報(bào)道還援引他的話表示，油價(jià)下跌是基于“未經(jīng)證實(shí)的”信息，即需求被破壞，以及美國對(duì)石油提出的制裁、禁運(yùn)和價(jià)格上限引發(fā)的混亂。

他表示，與此同時(shí)，供應(yīng)中斷的風(fēng)險(xiǎn)仍然很高，全球備用產(chǎn)能緩沖非常薄弱，并補(bǔ)充道，歐佩克+伙伴之間在2022年以后達(dá)成新協(xié)議將有所幫助。

他表示，我們很快就會(huì)開始制定2022年后的新協(xié)議。但沒有透露細(xì)節(jié)。

布倫特原油價(jià)格因該消息而下跌，在格林威治標(biāo)準(zhǔn)時(shí)間17時(shí)20分下跌1.4%至95.40美元，此前曾跌至92.36美元的低點(diǎn)。

歐佩克+的組織同意在7月和8月將日產(chǎn)量增加 64.8萬桶，因?yàn)樗麄兺耆獬?020年5月實(shí)施的近1000萬桶/日的減產(chǎn)，以應(yīng)對(duì)新冠肺炎疫情。

該組織本月早些時(shí)候同意在9月將生產(chǎn)配額再提高10萬桶/日，因?yàn)槠渌媾R來自包括美國在內(nèi)的主要消費(fèi)者的壓力，這些消費(fèi)者熱衷于降低價(jià)格。

只有沙特阿拉伯和阿拉伯聯(lián)合酋長國被認(rèn)為有剩余產(chǎn)能，有能力以有意義的方式增加產(chǎn)量。

但他指出，流動(dòng)性薄弱和極端波動(dòng)使人們不再關(guān)注剩余產(chǎn)能問題。

他表示，如果沒有足夠的流動(dòng)性，市場就無法以一種有意義的方式反映實(shí)物基本面的現(xiàn)實(shí)情況，在閑置產(chǎn)能嚴(yán)重有限、嚴(yán)重中斷的風(fēng)險(xiǎn)仍然很高的時(shí)候，市場可能會(huì)給人一種虛假的安全感。

郝芬 譯自 油氣新聞網(wǎng)

原文如下：

Opec+ ready to address oil slump

Opec stands ready to cut output to correct a recent oil price decline driven by poor futures market liquidity and macro-economic fears, which has ignored extremely tight physical crude supply, Opec's leader Saudi Arabia said.

Saudi state news agency SPA cited Saudi Arabia's Energy Minister Prince Abdulaziz bin Salman as telling Bloomberg Opec+ has the means and flexibility to deal with challenges.

Oil prices have dropped in recent weeks to around $95 per barrel from as high as $120 on fears of a economic slowdown and a recession in the West.

Prince Abdulaziz was quoted as saying the oil futures market has fallen into "a self-perpetuating vicious circle of very thin liquidity and extreme volatility", making the cost of hedging and managing risks for market participants prohibitive.

He also was quoted as saying prices were falling based on "unsubstantiated" information about demand destruction and confusion around sanctions, embargoes and price caps, which have been proposed by the United States on oil.

Meanwhile, risks of supply disruptions remained high and a global spare capacity cushion was very thin, said Prince Abdulaziz, adding that a new deal between Opec+ partners beyond 2022 would help. 

"Soon we will start working on a new agreement beyond 2022," he said, without giving details.

Brent crude prices pared losses on the news and were trading down 1.4% at $95.40 by 1720 GMT, having earlier slipped to as low as $92.36.

The group known as Opec+, agreed to increase output by 648,000 bpd in each of July and August as they fully unwind nearly 10 million bpd of cuts implemented in May 2020 to counter the Covid-19 pandemic.

The group agreed earlier this month to raise production quotas by another 100,000 bpd in September as it faced pressure from major consumers including the United States which are keen to cool prices.

only Saudi Arabia and the United Arab Emirates are believed to have spare capacity and the ability to increase production in a meaningful way.

But Prince Abdulaziz pointed to thin liquidity and extreme volatility taking focus away from the issue of spare capacity.

"Without sufficient liquidity, markets can’t reflect the realities of the physical fundamentals in a meaningful way and can give a false sense of security at times when spare capacity is severely limited and the risk of severe disruptions remains high," he said.