據(jù)美國(guó)彭博新聞社6月30日?qǐng)?bào)道，歐佩克+聯(lián)盟今天批準(zhǔn)了一項(xiàng)石油產(chǎn)量增加計(jì)劃，此舉完成了疫情期間停止供應(yīng)的恢復(fù)，同時(shí)將其下一步行動(dòng)的討論推遲了一天。

據(jù)一份聲明稱(chēng)，以沙特阿拉伯為首的23國(guó)集團(tuán)6月30日不經(jīng)審查就批準(zhǔn)了8月份日增64.8萬(wàn)桶原油產(chǎn)量的計(jì)劃，恢復(fù)了兩年多前關(guān)閉的每日970萬(wàn)桶原油產(chǎn)量中的最后一部分。

但由于除沙特及其鄰國(guó)阿聯(lián)酋之外的大多數(shù)歐佩克+成員國(guó)都無(wú)法提高產(chǎn)量，這一決定在很大程度上只是象征性的。近幾個(gè)月來(lái)，歐佩克向市場(chǎng)投放的原油數(shù)量明顯低于承諾的水平，這對(duì)穩(wěn)定原油價(jià)格沒(méi)有起到什么作用。  

歐佩克及其盟友做出這一普遍預(yù)期的決定以后，油價(jià)幾乎沒(méi)有變化。倫敦時(shí)間6月30日下午1點(diǎn)34分，布倫特原油價(jià)格下跌0.5%，至每桶115.69美元。  

交易商現(xiàn)在更關(guān)心的是，利雅得和阿聯(lián)酋將如何部署剩余的備用產(chǎn)能，這一選擇可能取決于美國(guó)總統(tǒng)7月對(duì)沙特的訪(fǎng)問(wèn)。根據(jù)聲明，歐佩克+將在8月3日再次召開(kāi)會(huì)議。 

美國(guó)承認(rèn)正在與歐佩克主要原油出口國(guó)進(jìn)行談判，并希望它們進(jìn)一步增加原油供應(yīng)，因?yàn)槊客?10美元左右的油價(jià)加重了消費(fèi)者的負(fù)擔(dān)，并有可能使全球經(jīng)濟(jì)陷入衰退。 

沙特和阿聯(lián)酋能夠或愿意提供多少援助仍不確定。盡管官方數(shù)據(jù)顯示，這兩個(gè)國(guó)家的備用日產(chǎn)能接近300萬(wàn)桶，但要實(shí)現(xiàn)這一目標(biāo)，它們的產(chǎn)量需要達(dá)到以前很少能維持的水平（如果有的話(huà)）。

這樣做可能會(huì)讓交易商和煉油商擔(dān)心，全球有多少原油儲(chǔ)備可以應(yīng)對(duì)緊急供應(yīng)中斷。

殼牌公司首席執(zhí)行官范伯登周三在新加坡表示：“全球備用石油產(chǎn)能非常低，而全球石油需求仍在恢復(fù)。”“我們很有可能將面臨一段動(dòng)蕩時(shí)期。”

李峻 編譯自 美國(guó)彭博新聞社

原文如下：

OPEC+ Ratifies August Supply Hike

The OPEC+ coalition ratified an oil-production increase that completes the return of supplies halted during the pandemic, while deferring discussions on its next move for another day.

The 23-nation group led by Saudi Arabia rubber-stamped plans to add 648,000 barrels a day in August, restoring the final tranche of the 9.7 million barrels a day that was shuttered just over two years ago, according to a statement. 

But with most members besides the Saudis and their neighbors unable to raise output, the decision is largely symbolic. In recent months, the group has added significantly less oil to the market than promised, doing little to soothe crude prices. 

Oil was little changed after the widely expected decision by the Organization of Petroleum Exporting Countries and its allies. Brent crude was 0.5% lower at $115.69 a barrel as of 1:34 p.m. in London. 

Traders are now more concerned with how Riyadh and the United Arab Emirates will deploy their remaining spare capacity, a choice that may hinge on US President’s visit to the kingdom next month. OPEC+ will meet again on August 3, according to the statement. 

The US has acknowledged ongoing talks with OPEC’s key exporters and wants them to add further supplies as oil prices around $110 a barrel squeeze consumers and threaten to tip the global economy into recession. 

How much the two countries are able or willing to assist remains uncertain. While official data indicates the duo have almost 3 million barrels a bay of spare production capacity, deploying this would require them to pump at levels rarely sustained before, if ever. 

Doing so could raise fears among traders and refiners over how much oil supply the world has in reserve to cover emergency disruptions.

“Spare capacity is very low, demand is still recovering,” Shell Plc Chief Executive Officer Ben van Beurden said in Singapore on Wednesday. “There is a fair chance we will be facing a turbulent period.”