歐佩克+消息人士：7月份歐佩克+成員國的原油日產(chǎn)量比產(chǎn)量目標(biāo)低290萬桶

一年多來，歐佩克+成員國的總產(chǎn)量配額和實(shí)際原油產(chǎn)量之間的差距一直在擴(kuò)大  

最近幾個(gè)月沙特阿拉伯一直在提高原油產(chǎn)量

  據(jù)美國油價(jià)網(wǎng)8月22日?qǐng)?bào)道，兩名歐佩克+消息人士周一對(duì)路透社記者表示，7月份歐佩克+成員國的原油日產(chǎn)量比其總產(chǎn)量目標(biāo)低290萬桶。

一年多來，歐佩克+成員國的總產(chǎn)量配額和實(shí)際原油產(chǎn)量之間的差距一直在擴(kuò)大，許多成員國由于產(chǎn)能和/或投資限制而無法提高原油產(chǎn)量，而歐佩克+聯(lián)盟在其月度原油產(chǎn)量目標(biāo)上不斷增加更多的原油產(chǎn)量。此外，產(chǎn)能大國的原油產(chǎn)量雖然從2月份（爆發(fā)地緣政治沖突之前）開始穩(wěn)定在一個(gè)水平，但并沒有按照歐佩克+協(xié)議的規(guī)定增加原油產(chǎn)量。 

作為歐佩克+協(xié)議中非歐佩克成員國的領(lǐng)導(dǎo)人，產(chǎn)能大國與歐佩克最大產(chǎn)油國、世界最大原油出口國沙特阿拉伯有著相同的月度產(chǎn)量目標(biāo)。

然而，盡管沙特阿拉伯最近幾個(gè)月一直在提高原油產(chǎn)量，但產(chǎn)能大國卻沒有增加原油產(chǎn)量。此外，許多歐佩克+成員國，特別是歐佩克的非洲原油生產(chǎn)國尼日利亞和安哥拉，一直嚴(yán)重落后于各自的產(chǎn)量配額。

因此，根據(jù)路透社在歐佩克+的消息人士所說，7月份歐佩克+聯(lián)盟的原油日產(chǎn)量低于配額289.2萬桶，這使得7月份履行減產(chǎn)協(xié)議達(dá)到令人震驚的546%，高于6月份的320%。100%的履行意味著歐佩克+按照協(xié)議規(guī)定的水平生產(chǎn)。

歐佩克+聯(lián)盟的兩名代表7月份曾對(duì)媒體表示，作為減產(chǎn)協(xié)議的一部分，歐佩克+6月份的原油實(shí)際日產(chǎn)量與目標(biāo)日產(chǎn)量之間已經(jīng)存在284萬桶的巨大缺口。 

隨著歐佩克+解除減產(chǎn)，越來越多的成員國由于缺乏產(chǎn)能或供應(yīng)投資而進(jìn)一步落后于配額。

在歐佩克決定加速減產(chǎn)并在8月底前完全解除減產(chǎn)后，外界普遍預(yù)計(jì)歐佩克+的表現(xiàn)將繼續(xù)遠(yuǎn)遜于7月和8月的產(chǎn)量目標(biāo)。 

李峻 編譯自 美國油價(jià)網(wǎng)

原文如下：

OPEC+ Is Now Almost 3 Million Bpd Behind Its Production Target

·     OPEC+ sources: members produced 2.9 million bpd below output targets in July.

·     The gap between overall quota and actual oil production from the OPEC+ members has been growing for more than a year.

·     The Saudis have been raising production in recent months 

OPEC+ members produced 2.9 million barrels per day (bpd) below their collective oil production target in July, two OPEC+ sources told Reuters on Monday.

The gap between overall quota and actual oil production from the OPEC+ members has been growing for more than a year, with many producers unable to raise production due to capacity and/or investment constraints, while the alliance has added more barrels to its monthly oil production target. Moreover, production in the larger producer, albeit stabilized at a level from February, just before the war, hasn’t increased as it should have been under the OPEC+ agreement.

The larger producer，the leader of the non-OPEC group in the OPEC+ pact, has the same monthly targets as OPEC’s top producer and largest crude oil exporter in the world, Saudi Arabia.

But while the Saudis have been raising production in recent months, the larger producer has not. In addition, many OPEC+ members, especially OPEC’s African producers Nigeria and Angola, have been significantly lagging behind their respective quotas.

So, in July, per Reuters’ sources in OPEC+, the alliance was 2.892 million bpd below quota, bringing compliance with the cuts to hit a mind-blowing 546% in July, up from 320% in June. Compliance at 100% means OPEC+ is pumping at the levels set out in the deal. 

For June, the OPEC+ group already had a massive shortfall of 2.84 million bpd between actual production and the target oil output level as part of the deal, two delegates at the alliance told the media last month.

As OPEC+ is unwinding its cuts, more and more members are falling further behind their quotas due to a lack of capacity or investment in supply.

OPEC+ was widely expected to continue to underperform by a lot compared to its production targets for July and August after the group decided to accelerate the rollback of the cuts and have those completely unwound by the end of August.