欧佩克+ 加速增产,尽管有“供应过剩”担忧。
OPEC+ Accelerates Oil Production Hikes Despite 'Glut' Concerns

原始链接: https://www.zerohedge.com/energy/opec-accelerates-oil-production-hikes-despite-glut-concerns

欧佩克+已同意在10月份适度增加石油产量13.7万桶/日,开始逐步取消此前实施的自愿减产。这一决定表明,尽管担心潜在的供应过剩和价格下跌,但他们更倾向于保持市场份额。 增产是更大规模潜在释放量(每天165万桶)的第一阶段,具体取决于市场状况。虽然此举迄今为止阻止了全球紧张局势下油价的大幅上涨,但也加剧了投资者对供应过剩的担忧。 然而,目前强劲的需求和发达国家有限的库存增加抵消了这些担忧。值得注意的是,一些欧佩克+成员国由于此前超产问题,尚未完全达到其产量配额,这可能会导致新协议带来的利益分配不均。该组织将于10月5日再次召开会议,以进一步评估市场。

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原文

OPEC+ agreed to accelerate the return of another chunk of oil that it’s been withholding from the market, as the group sticks with a strategy of prioritizing market share over prices.

After an online meeting Sunday, eight OPEC+ members said they will boost production by 137,000 barrels a day in October, beginning to roll back some voluntary cuts they had previously put in place.

The alliance, which comprises OPEC and other top oil producers including Russia, had been expected to keep output steady until recent days. 

It’s the first sliver of a bigger 1.65 million barrels a day tranche of supply that was meant to be held back until the end of next year, suggesting cautious optimism about the market.

OPEC+ members said Sunday the barrels may be restored in part or in full “subject to evolving market conditions.”

While the production increases have prevented prices from rising sharply amid heightened geopolitical tensions, The Wall Street Journal reports they have sparked fears of an impending glut among investors. 

This has yet to show in inventory data, largely because of robust summer demand and only modest stock buildups in OECD countries, according to market watchers. 

Actual OPEC+ production also has fallen short of pledged volumes in recent months, as some members had to restrict output to compensate for earlier overproduction.

The decision is likely to put a renewed spotlight on the unused production levels available in different OPEC+ members, as countries that can’t pump more won’t fully benefit from the increased quotas, while they face the added pressure of lower prices. 

The group’s next meeting will be October 5.

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