據鉆機網6月25日消息稱，在7月1日舉行的OPEC+政策會議之前的兩周，石油市場將非常緊張。

　　這是雷斯塔能源公司的石油市場分析師Louise Dickson在周四發給Rigzone的評論中說的。雷斯塔代表在評論中指出，OPEC+預計將放松供應，要么正式提高產量目標，要么非正式地減少減產目標。

　　Dickson在評論中表示："如果OPEC+希望保持市場在理論上的平衡，該組織可能會在2021年8月將日產量提高至3950萬桶，但隨后需要在10月份的平衡需求季節將其縮減至3680萬桶。

　　這位石油市場分析師補充稱："這確實是OPEC+希望避免的供應波動風險，尤其是一旦各國被允許增加產量，就更難后退，再次收緊供應。"

　　Dickson在評論中強調，雷斯塔認為OPEC+的供應可能會增加。

　　Dickson說："雖然從理論上講，OPEC+在8月份可能實現近300萬桶的日升幅，而且市場很可能在不破壞價格完整性的情況下消化這些產量，但我們認為，如果歐佩克繼續保持謹慎的態度，隨著石油日產量每月50萬桶的增長，其日增長量可能會更加保守，達到100萬桶/日。

　　Dickson表示，市場可以預期，8月份煉廠產量將穩步上升，這將導致每日隱含庫存減少160萬桶，然后在10月份進行季節性增加，達到每日100萬桶的峰值。

　　截至發稿時，布倫特原油價格為每桶75.39美元去年這個時候，布倫特原油價格維持在每桶41美元左右。

　　朱佳妮 摘譯自 鉆機網

　　原文如下：

　　Next 2 Weeks Will Be Extraordinarily Tight for Oil

　　The next two weeks ahead of the OPEC+ policy meeting on July 1 will be extraordinarily tight for the oil market.

　　That’s according to Rystad Energy’s oil markets analyst Louise Dickson, who made the statement in a comment sent to Rigzone on Thursday. In the comment, the Rystad representative noted that OPEC+ is expected to loosen supply, either officially with a higher production target or unofficially with compliance slippage.

　　“If OPEC+ wants to keep the market in a theoretical equilibrium, the group could boost production as high as 39.5 million bpd in August 2021, but then needs to scale it down back to 36.8 million bpd for October during the shoulder demand season,” Dickson said in the comment.

　　“This would indeed be a supply swing risk that OPEC+ would want to avoid, especially as once countries are allowed to increase production, it is harder to back-step and again tighten supply,” the oil markets analyst went added.

　　Dickson highlighted in the comment that Rystad sees a conservative supply boost on the cards for OPEC+.

　　“While OPEC+ could theoretically go for a nearly three million bpd boost in August and the market could most likely absorb these volumes without destroying price integrity, we see a more conservative one million bpd boost in the cards with a monthly 500,000 bpd ramp up should OPEC+ continue its chorus of caution,” Dickson said.

　　The market can expect a steady rise in refinery runs through August, which will result in a 1.6 million bpd implied stock draw, then seasonal builds, peaking at one million bpd, are expected to follow in October, according to Dickson.

　　At the time of writing, the price of Brent crude stood at $75.39 per barrel. This time last year, the price of Brent stood at around $41 per barrel.?

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