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欧佩克落实减产声明被指空泛

2017-08-10 08:28:59   

石油输出国组织(欧佩克)和非欧佩克产油国代表7日至8日在阿联酋首都阿布扎比召开会议,商讨如何促进减产协议的执行。由于会后声明内容被指过于空泛,国际油价走低。

这是监督欧佩克和非欧佩克国家减产协议遵守情况的联合技术委员会(JTC)召开的一个特别会议。减产协议如何得到有效落实以及检讨减产执行率是此次会议讨论的重点。

根据欧佩克用来监控其供应情况的独立数据源,伊拉克和阿联酋的减产执行率相对较低。此外,国际能源署(IEA)数据显示,非欧佩克的哈萨克斯坦和马来西亚过去几个月也一直在增产。

在会后发表的声明中,与会国表示,欧佩克与非欧佩克产油国就执行减产协议进行了富有成效的会谈,取得了不错的成果,产油国将坚定不移地执行减产承诺,并称“与会各国达成的结论将有助于促进充分遵守(减产协议)”。

声明称,产油国愿意在未来数月之内实现减产行动上的全面一致性。阿联酋、哈萨克斯坦、伊拉克和马来西亚都表示将全面支持当前针对石油减产的监督机制。此外,产油国还将在8月21日委员会召开的会议上讨论减产结论。

此份声明并未透露如何提高执行率的细节。据彭博社报道称,欧佩克7月减产执行率降至86%,创今年1月以来最低。此前,欧佩克原油产量达到2017年记纪录高位,出口量也创下纪录,伊拉克减产滞后、利比亚恢复生产削弱了其他欧佩克国家为提振油价所做的努力。厄瓜多尔因财政压力已经退出减产协议,市场人士对欧佩克提高减产执行率的计划心存质疑。

据报道,7月欧佩克原油出口达到纪录高位,主要是因为尼日利亚和利比亚出口增长,这两个成员国被豁免执行2018年3月到期的限产协议。

不过,欧佩克仍对当前的减产协议最终能重新平衡已经饱和的市场保持乐观。欧佩克和非欧佩克联合技术委员会官员8日称,他们预计产油国执行每日减产180万桶协议的情况将会好转。路透援引消息人士称,沙特国家石油公司沙特阿美把9月给全球客户的配额下调至少52万桶/日。

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