據(jù)今日油價(jià)網(wǎng)3月30日?qǐng)?bào)道，歐佩克聯(lián)合技術(shù)委員會(huì)修正了對(duì)第一季度供需的估計(jì)。根據(jù)該委員會(huì)的估計(jì)，供應(yīng)過(guò)剩已從此前估計(jì)的100萬(wàn)桶/日縮減至60萬(wàn)桶/日。

歐佩克聯(lián)合技術(shù)委員會(huì)于本周三召開(kāi)會(huì)議，在周四歐佩克和非歐佩克部長(zhǎng)級(jí)會(huì)議之前評(píng)估石油市場(chǎng)的發(fā)展。

路透社援引歐佩克的一份聲明稱(chēng)，歐佩克秘書(shū)長(zhǎng)巴爾金多(HE Mohammad Barkindo)呼吁成員國(guó)在明天的決定上“堅(jiān)持到底”。

這是向石油市場(chǎng)發(fā)出的最新信號(hào)，表明明天的OPEC+會(huì)議很可能是短暫而平靜的，不會(huì)改變?cè)摻M織5月份的生產(chǎn)計(jì)劃。

目前的計(jì)劃是，歐佩克將日產(chǎn)量增加43.2萬(wàn)桶，以增加該組織的總生產(chǎn)配額，盡管有人呼吁歐佩克提高產(chǎn)量。

世界銀行(World Bank)周三表示，未來(lái)幾個(gè)月，海灣產(chǎn)油國(guó)可能將在遏制油氣價(jià)格波動(dòng)方面發(fā)揮關(guān)鍵作用。

據(jù)路透社(Reuters)報(bào)道，世界銀行行長(zhǎng)David Malpass在迪拜舉行的世界政府峰會(huì)上發(fā)表電視講話稱(chēng):“我們正在見(jiàn)證全球油氣市場(chǎng)的大規(guī)模重組，海灣合作委員會(huì)(GCC)的供應(yīng)靈活性將在未來(lái)幾個(gè)月抑制市場(chǎng)波動(dòng)方面發(fā)揮關(guān)鍵作用。”

海灣產(chǎn)油國(guó)沙特阿拉伯、阿聯(lián)酋和科威特都同時(shí)是海灣合作委員會(huì)和歐佩克成員國(guó)。

但歐佩克的挑戰(zhàn)依然存在。盡管歐佩克自去年8月以來(lái)每月都提高了產(chǎn)量目標(biāo)，但一直未能達(dá)到新的月度目標(biāo)，這讓市場(chǎng)擔(dān)心歐佩克是否有能力滿足當(dāng)前的市場(chǎng)需求。

石油咨詢(xún)機(jī)構(gòu)PetroLogistics周三表示，盡管歐佩克提高了配額，但3月前27天歐佩克原油出口量實(shí)際上仍在下降，平均每日出口量?jī)H為2142.1萬(wàn)桶，較2月整個(gè)月減少了363,000桶。

季廷偉 摘譯自O(shè)ilPrice.com

原文如下：

OPEC Sees Smaller Oil Supply Surplus For Q1 2022

OPEC’s Joint Technical Committee has revised its estimates for Q1 supply and demand. In the Committee’s estimation, the supply surplus has shrunk to 600,000 bpd, versus its previous estimate of 1 million bpd.

OPEC’s Joint Technical Committee met on Wednesday to review oil market developments ahead of the OPEC and non-OPEC Ministerial Meeting on Thursday.

OPEC Secretary General HE Mohammad Barkindo encouraged its members “to stay the course” when it comes to the group’s decision tomrorow, according to an OPEC statement cited by Reuters.

This is the most recent signal to the oil markets that tomorrow’s OPEC+ meeting is likely to be short and uneventful, resulting in no changes to the group’s production plans for May.

The current plan is for OPEC+ to add 432,000 bpd to the group’s overall production quota, despite calls on the group to boost its production more significantly.

The World Bank said on Wednesday that Gulf oil producers could play a critical role in squelching oil and gas price volatility in the coming months.

“We are witnessing a massive restructuring of the global oil and gas market, where the supply flexibility of the GCC will be critical in dampening volatility in coming months,” David Malpass said in a speech telecast at the World Government Summit in Dubai, according to Reuters.

Gulf producers Saudi Arabia, the UAE, and Kuwait are all GCC and OPEC members.

But OPEC+’s challenges remain. While OPEC+ has raised its target production level every month since last August, it has been unable to hit its new monthly targets, leaving the market to worry whether OPEC+ has the capacity to meet the current market demands.

PetroLogistics said on Wednesday that OPEC’s crude oil exports actually fell during the first 27 days of March, averaging just 21.421 million barrels per day—down 363,000 bpd versus the full month of February, despite OPEC’s increased quotas.