OPEC+同意6月再次大幅提高产量,该组织的领导者继续加速恢复供应,旨在惩罚导致原油价格大跌的。
根据OPEC官网在周六视频会议后发布的声明,由沙特和俄罗斯牵头的关键国家已同意下个月增产41.1万桶/日。此次增产与上月宣布的幅度相当。当时该组织出人意料地决定将5月增产规模提高至原计划的三倍。
鉴于沙特近几周来释放出愿意接受长期低油价的信号,原油交易员早已预期会有大幅增产。不过,这一决定标志着该组织一直以来捍卫油价这一立场的戏剧性逆转,令人对该联盟的未来心生疑问,也引发了对价格战的猜测。
尽管声明中提到“当前市场基本面稳健”,但多位OPEC+代表曾表示,这一战略转变是因为沙特对哈萨克斯坦和伊拉克等成员国的超产心生不满,选择通过价格暴跌带来的财务压力对其进行“管教”。
“OPEC+刚刚向油市投下了一颗重磅炸弹,”Rystad Energy A/S分析师、曾在OPEC秘书处任职的Jorge Leon表示,“沙特此举意在惩罚不遵守限产协议的国家,特别是哈萨克斯坦等,同时也在迎合特朗普压低油价的呼吁。”
利雅得正寻求加强与特朗普的关系。特朗普本月将访问中东,并已呼吁OPEC降低燃油成本。与此同时,特朗普正就核协议与沙特的政治对手、同为OPEC成员国的伊朗展开一场充满变数的谈判。
责任编辑:丁文武
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