欧佩克+未能达到产量目标加剧全球供应赤字

　　中国石化新闻网讯 据彭博新闻社2021年10月18日报道，石油输出国组织(欧佩克)及其盟友再次未能提供足够的石油来实现其产量目标，在世界从冠状病毒疫情大流行中复苏之际，加剧了全球供应赤字。

　　据知情欧佩克代表透露，欧佩克+ 9月份的减产幅度比原计划增加了15%，而8月份和7月份的减产幅度分别增加了16%和9%。

　　这反映出一些成员国(包括安哥拉、尼日利亚和阿塞拜疆)由于缺乏投资、勘探和其他问题，无法将产量提高到商定的水平。 理论上，欧佩克+在9月份的石油日产量可以增加74.7万桶，并保持在其商定的产量上限之内。

　　欧佩克成员国及其包括俄罗斯在内的非欧佩克产油国一直承受着来自主要消费国的压力，要求它们加快增加供应的步伐。 随着能源危机席卷欧洲，把电价推至创纪录水平，这种要求增产呼声越来越高。

　　随着全球经济复苏，一些能源生产商转向石油，布伦特原油价格上涨至2014年10月以来的最高水平。 亚洲对美国原油的需求也在上升，因为能源危机推高了其他原油价格。

　　最新的压力来自日本首相岸田文雄。面对近期油价上涨，岸田文雄周一敦促生产商增加产量。 他补充说，日本政府正在关注市场价格趋势，以评估其对国内产业的影响。

　　如果油价没有好转，11月4日举行的下一次欧佩克+部长级会议可能会面临来自消费者的更大政治压力。

　　这次会议还将与在格拉斯哥举行的COP26气候会议同时举行。 随着世界各国领导人召开会议，要求各国政府和全球商界做出更雄心勃勃的承诺，以避免气候灾难，对石油生产国集团的关注将会更高。

　　李峻 编译自 彭博新闻社

　　原文如下：

　　OPEC+ Fails to Meet Production Target

　　OPEC and its allies once again failed to pump enough oil to meet their output targets, exacerbating the supply deficit as the world recovers from the coronavirus pandemic.

　　OPEC+ cut its production 15% deeper than planned in September, compared with 16% in August and 9% in July, according to delegates with knowledge of the matter.

　　This reflects the inability of some members -- including Angola, Nigeria and Azerbaijan -- to raise output to agreed volumes due to a lack of investment, exploration and other issues. In theory, OPEC+ could have pumped an extra 747,000 barrels a day in September and remained within its agreed production limit.

　　The Organization of Petroleum Exporting Countries and its allies, which include Russia, have been under pressure from major consumers to accelerate the pace of their supply increases. These calls have become louder as the energy crisis has engulfed Europe, sending power prices to record levels.

　　Brent has rallied to the highest level since October 2014 as some power producers switch to oil, in tandem with the global recovery. Asian demand for U.S. crude is also rising as the energy crisis boosts prices for other grades priced against global benchmark Brent.

　　The latest pressure came from Japanese Prime Minister Fumio Kishida who urged producers on Monday to ramp up output in the face of the recent price rise. He added that his government is watching price trends in the market to assess its impact on domestic industries.

　　If prices do not turn around, the next OPEC+ meeting on Nov. 4 could take place with heightened political pressure from consumers.

　　The meeting will also coincide with COP26 climate talks in Glasgow. With world leaders meeting to extract more ambitious promises from governments and global business to avoid a climate catastrophe, attention on the producer-group will be even higher.