據(jù)油價網(wǎng)9月29日報道，歐佩克和歐佩克+消息人士周四告訴路透社，在10月5日舉行的歐佩克月度例會之前，歐佩克與歐佩克聯(lián)盟的幾個主要產(chǎn)油國已開始就可能削減石油產(chǎn)量進(jìn)行談判。

石油輸出國組織（OPEC）將于下周三召開會議，討論市場和基本面形勢，因為油價已跌至每桶90美元以下，這是地緣政治沖突之前的最后一個水平。

石油輸出國組織的一位消息人士告訴路透社，該組織“很可能”會同意削減石油產(chǎn)量。

在上一次會議上，歐佩克+扭轉(zhuǎn)了9月份每日10萬桶的增長，并將10月份的配額恢復(fù)到8月份的水平。

盡管該集團(tuán)集體目標(biāo)的微小調(diào)整對于石油市場平衡來說微不足道，但歐佩克+表示隨時準(zhǔn)備干預(yù)市場。9月初的會議決定“請主席考慮在必要時隨時召開歐佩克和非歐佩克部長級會議，討論市場發(fā)展問題”。

本周早些時候，熟悉產(chǎn)能大國的路透社消息人士表示，該國可能會在下一次歐佩克+會議上提議，該組織從該組織的總產(chǎn)量中每天削減100萬桶。

事實上，考慮到包括該國在內(nèi)的許多歐佩克+成員國的產(chǎn)量遠(yuǎn)遠(yuǎn)低于各自的目標(biāo)，削減幅度將小得多。

一項最新估計顯示，8月份配額與實際產(chǎn)量之間的差距將擴(kuò)大至每日358萬桶。

無論如何，下周歐佩克+石油輸出國組織（OPEC）大幅減產(chǎn)將支撐油價，分析師越來越一致認(rèn)為減產(chǎn)即將到來。

據(jù)彭博社報道，RBC Capital Markets首席大宗商品策略師Helima Croft周四表示：“我們肯定看到，生產(chǎn)商集團(tuán)將選擇大幅削減，以試圖表明市場確實存在有效的斷路器。”據(jù)克羅夫特稱，日減產(chǎn)可能高達(dá)100萬桶。

壽琳玲 編譯自 油價網(wǎng)

原文如下：

OPEC+ Is Considering A Substantial Oil Production Cut

Several major producers of the OPEC+ alliance have started talks about a potential oil production cut ahead of the regular monthly OPEC+ meeting on October 5, OPEC and OPEC+ sources told Reuters on Thursday.

OPEC+ meets next Wednesday to discuss the market and fundamentals situation as oil prices have fallen below $90 per barrel, a level last seen just before the war.

It is "likely" that the group will agree on a cut, a source at OPEC told Reuters.

At the previous meeting, OPEC+ reversed the 100,000-barrels-per-day increase for September and returned the October quota to the levels from August.

While the slight tweak in the group's collective target is negligible for oil market balances, OPEC+ signaled readiness to intervene in the market at any time. The meeting in early September decided to "Request the Chairman to consider calling for an OPEC and non-OPEC Ministerial Meeting anytime to address market developments, if necessary."

Earlier this week, Reuters sources familiar with the thinking said that it was likely to propose at the next OPEC+ meeting that the group cut 1 million barrels per day (bpd) from the group's collective output.

In reality, the cut would be much smaller, considering that many OPEC+ members, including the larger producer, are pumping well below their respective targets.

One of the latest estimates put the gap between the quota and actual output widening to a massive 3.58 million bpd in August.

At any rate, a large cut from OPEC+ next week would support oil prices, and there is growing consensus among analysts that a production cut is coming.

"We certainly see a significant chance that the producer group will opt for a substantial cut to try to signal that there is indeed an effective circuit breaker in the market," Helima Croft, chief commodities strategist at RBC Capital Markets, said on Thursday, as carried by Bloomberg. The cut could be as much as 1 million bpd, according to Croft.