阅读系列|欧佩克(OPEC)会议或推迟 全球油价暴跌4%



Oil prices tanked 4% on Wednesday as OPEC+ producers unexpectedly delayed a meeting on output planned for Sunday, raising questions about the future course of crude production cuts.


突如其来的石油输出国组织及其盟友(下称OPEC+)关键会议推迟,导致国际油价大跌不止,周三暴跌4%,引发人们对未来原油减产进程的质疑。


Brent crude futures were down $3.39, or 4.1%, to $79.06 a barrel. West Texas Intermediate (WTI) crude futures were down $3.26, or 4.2%, to $74.51.


WTI原油期货和布伦特原油期货双双重挫超4%,分别报74.41美元/桶、79.01美元/桶。


OPEC+ delayed its ministerial meeting to Nov. 30 from Nov. 26 as previously scheduled, OPEC said in a statement, a surprise development that gave no reason for the postponement.


OPEC官网11月22日发布声明,原定于11月25日至26日举行的OPEC第187次大会、联合部长级监测委员会(JMMC)第51次会议以及第36次OPEC和非OPEC部长级会议(ONOMM)推迟至11月30日举行。该声明没有给出会议推迟的具体原因。


The meeting of OPEC+, which includes Saudi Arabia, Russia and other allies and members of the OPEC group of oil-producing countries, had been expected to consider further changes to a deal that already limits supply into 2024, according to analysts and OPEC+ sources.


据分析人士和OPEC+消息人士透露,包括沙特阿拉伯、俄罗斯和其他盟友以及OPEC产油国集团成员国在内的OPEC+会议预计将考虑对一项已经限制供应至2024年的协议进行进一步修改。


Earlier on Wednesday, Bloomberg News reported that the OPEC+ meeting could be delayed for an unspecified period of time after Saudi Arabia expressed its dissatisfaction with other members about their output numbers.


周三早些时候,彭博新闻社报道称,在沙特阿拉伯对其他成员国的产量表示不满后,OPEC+会议可能会推迟一段时间,具体时间不详。


Analysts had predicted before the delay that OPEC+ was likely to extend or even deepen oil supply cuts into next year. Both Brent and WTI oil benchmarks have fallen for four straight weeks - the former down from near $98 in late September - pressured by rising supplies and concern about demand and a potential economic slowdown.


分析师在推迟消息放出前曾预测,OPEC+可能会将石油供应削减延长甚至深化到明年。布伦特原油和WTI原油基准已连续四周下跌,前者低于9月底的近98美元,这是由于供应增加、对需求的担忧以及潜在的经济放缓。


The two contracts had climbed about 2% on Monday after three OPEC+ sources told Reuters the group, the Organization of the Petroleum Exporting Countries and allied producers, was set to consider more oil supply cuts when it meets on Nov. 26.


在三位OPEC+消息人士告诉路透社,该组织、石油输出国组织及其盟国将在11月26日的会议上考虑更多的石油供应削减后,这两份合同周一上涨了约2%。


"The upcoming meeting has been the key central focus for oil prices for now, with sentiment shrugging off the sharp build in U.S. crude inventories," said Jun Rong Yeap, a market strategist at IG, before the meeting delay announcement.


IG市场策略师Jun Rong Yeap在会议推迟宣布之前表示:“即将召开的会议是目前油价的主要焦点,市场情绪对美国原油库存的大幅增加不屑一顾。”。


To support prices, OPEC and its allies will need to not only extend, but increase cuts, said John Evans of oil broker PVM in a note on Wednesday.


石油经纪人PVM的John Evans在周三的一份报告中表示,为了支撑价格,OPEC及其盟友不仅需要延长减产时间,还需要增加减产幅度。


Even if the OPEC+ nations extend their cuts into next year, the global oil market will see a slight supply surplus in 2024, the head of the International Energy Agency's (IEA) oil markets and industry division said on Tuesday.


国际能源署(IEA)石油市场和行业部门负责人周二表示,即使OPEC+国家将减产延长至明年,2024年全球石油市场也将出现轻微供应过剩。


词汇小结:

  • tank:彻底失败;破产;倒闭

  • ministerial meeting:部长级会议

  • benchmarks:衡量基准

  • economic slowdown:经济放缓

  • surplus:过剩,过剩量;盈余

  • International Energy Agency:国际能源署


译:Gleen

材料来源:路透社*配图取自网络,仅供学习分享使用,侵删