據(jù)石油新聞2021年5月10日倫敦報(bào)道，一個(gè)減產(chǎn)協(xié)議履行率越來(lái)越受到質(zhì)疑的俄羅斯也再次提高了其原油產(chǎn)量，從而使歐佩克及其盟友4月份的原油總產(chǎn)量達(dá)到了3個(gè)月來(lái)的高位。

　　調(diào)查發(fā)現(xiàn)，歐佩克4月份平均日產(chǎn)2528萬(wàn)桶原油，比3月份日增8萬(wàn)桶。俄羅斯和其他8個(gè)非歐佩克產(chǎn)油國(guó)4月份的原油日產(chǎn)量達(dá)到了1321萬(wàn)桶，環(huán)比增加了13萬(wàn)桶。

　　原油產(chǎn)量的增加預(yù)示著歐佩克+原油將在未來(lái)幾個(gè)月里沖擊全球市場(chǎng)。

　　由于預(yù)計(jì)全球原油需求將不斷上升，歐佩克+聯(lián)盟計(jì)劃在5月份將減產(chǎn)配額減少35萬(wàn)桶/天，6月份減少35萬(wàn)桶/天，7月份再減少44.1萬(wàn)桶/天，3個(gè)月總共日增114萬(wàn)桶原油產(chǎn)量。

　　與此同時(shí)，沙特阿拉伯表示，將在此期間逐步結(jié)束自愿減產(chǎn)，5月份每日減產(chǎn)25萬(wàn)桶，6月份減產(chǎn)35萬(wàn)桶，7月份減產(chǎn)40萬(wàn)桶。沙特一直在控制每日增產(chǎn)100萬(wàn)桶，以幫助支持市場(chǎng)。

　　調(diào)查發(fā)現(xiàn)，沙特阿拉伯4月份的平均原油日產(chǎn)量為814萬(wàn)桶，而其配額為912萬(wàn)桶。沙特能源大臣阿卜杜勒-阿齊茲·本·薩勒曼王子稱，額外削減是對(duì)聯(lián)盟其他成員國(guó)的善意姿態(tài)，希望減產(chǎn)配額履行情況會(huì)得到改善。

　　有減產(chǎn)配額的10個(gè)歐佩克成員國(guó)和9個(gè)非歐佩克產(chǎn)油國(guó)4月份的減產(chǎn)協(xié)議履行率達(dá)到了111%。但如果不考慮沙特額外的減產(chǎn)，履行率將降至96%，這將是2020年7月以來(lái)的最低水平。

　　主要的非歐佩克合作伙伴俄羅斯4月份平均日產(chǎn)950萬(wàn)桶原油，比3月份日增16萬(wàn)桶，遠(yuǎn)高于其每日938萬(wàn)桶的配額，當(dāng)月俄羅斯海運(yùn)原油出口量激增。

　　伊拉克和尼日利亞4月份的原油日產(chǎn)量分別為397萬(wàn)桶和160萬(wàn)桶，在原油出口增加的推動(dòng)下，兩國(guó)原油產(chǎn)量達(dá)到了2020年5月以來(lái)的最高水平。

　　李峻 編譯自 石油新聞

　　原文如下：

　　OPEC+ crude oil production rises in April, on surges from Iran, Russia: Platts survey

　　An increasingly compliance-challenged Russia also boosted its output yet again, bringing total production by OPEC and its allies to a three-month high.

　　OPEC produced 25.28 million b/d, up 80,000 b/d from March; Russia and eight other non-OPEC partners in the group's supply accord added 13.21 million b/d, an increase of 130,000 b/d, the survey found.

　　The rising output is a preview of the wave of OPEC+ crude set to hit the market over the next few months.

　　In anticipation of rising global oil demand, the alliance plans to roll back its quotas by a 350,000 b/d in May, another 350,000 b/d in June, and 441,000 b/d in July, for a total 1.14 million b/d rise.

　　Meanwhile, Saudi Arabia -- which has been reining in an extra 1 million b/d to help support the market -- has said it will end its voluntary cut gradually over that span, releasing 250,000 b/d in May, 350,000 b/d in June and 400,000 b/d in July.

　　The country averaged production of 8.14 million b/d in April, the survey found, compared to its quota of 9.12 million b/d. Saudi Energy Minister Prince Abdulaziz bin Salman had called the additional cut a goodwill gesture to the rest of the alliance, with the hopes that quota compliance would improve.

　　The 10 OPEC members with quotas under the deal and the nine non-OPEC allies achieved a conformity level of 111% in April. But take away the extra Saudi cut, and compliance falls to 96%, which would be the lowest since July 2020.

　　Russia, the main non-OPEC partner, pumped 9.50 million b/d of crude, a rise of 160,000 b/d from March and well above its quota of 9.38 million b/d, with seaborne exports surging in the month.

　　Iraq, which produced 3.97 million b/d, and Nigeria, at 1.60 million b/d, also contributed to worsening compliance, hitting their highest levels since May 2020, driven by higher crude exports.