據美國鉆井網站6月9日報道，根據惠譽解決方案國家風險和行業研究公司本周發給美國鉆井網站的一份新報告，歐佩克+將在8月份取消所有的產量限制。  

惠譽解決方案在報告中指出，根據已公布的指導意見，歐佩克+加速7月份減產的舉措將在8月份重復。惠譽解決方案在報告中指出，這將在8月份取消所有產量限制，比歐佩克+最初制定的恢復全面生產的戰略提前一個月。

惠譽解決方案在報告中指出：“產量目標高于早期指導是歐佩克對建筑市場供應短缺的認識，而這一點此前并未得到承認。”

惠譽解決方案補充稱：“由于歐佩克+稱油價上漲和其他通脹壓力一起對全球經濟穩定構成了日益上升的風險，因此，這個加速縮減還表明，歐佩克+在8月份之后可能會改變近期產量，以幫助平衡市場。”

惠譽解決方案繼續表示：“如果歐佩克+不采取行動，未來幾個月油價可能會高于當前水平，亞洲放松封鎖和北半球夏季駕車增加是關鍵的擔憂。”

報告稱，沙特阿拉伯、阿聯酋、伊拉克、科威特和阿爾及利亞是最有可能從提前減產中獲益的國家。報告補充稱，尼日利亞和安哥拉不太可能從加速減產中獲益。

歐佩克+6月早些時候透露，該組織再次確認其決定，將7月份的月總產量提高43.2萬桶/天。此外，歐佩克+還表示，該組織提前了9月份的總體產量調整計劃，并在7月和8月平均分配了43.2萬桶/天的產量。歐佩克+強調，這將推動7月份石油日產量增加64.8萬桶。

歐佩克+的下一次會議目前定于6月30日舉行。惠譽解決方案指出，下次會議應該會透露更多關于該組織增加原油產量和出口的近期戰略。

李峻 編譯自 美國鉆井網站

原文如下：

OPEC+ Set to Remove All Production Curbs in August

OPEC+ is set to remove all production curbs in August, a new report from Fitch Solutions Country Risk and Industry Research sent to Rigzone this week has outlined.

In the report, Fitch Solutions noted that the move from OPEC+ to accelerate production cuts for July will be repeated in August, based on published guidance. This would remove all production curbs in August, one month earlier than initially outlined in the group’s strategy to return to full production, Fitch Solutions pointed out in the report.

“The increase in production targets above early guidance is a recognition from OPEC+ of a building market shortfall in supply that had previously not been acknowledged,” Fitch Solutions stated in the report.

“The accelerated tapering also signals a potential change in near-term OPEC production after August to help balance the markets as the group cites elevated oil prices as a rising risk to global economic stability along with other inflationary pressures,” Fitch Solutions added.

“The easing of lockdowns in China and ramp-up in summer driving in the northern hemisphere are key concerns that prices could rise higher than current levels in coming months without OPEC action,” Fitch Solutions continued.

Saudi Arabia, the UAE, Iraq, Kuwait and Algeria are the most likely candidates to take advantage of the early reduction in production cuts, according to the report, which added that Nigeria and Angola are unlikely to see any benefit from the accelerated tapering.

The OPEC+ group reconfirmed its decision to adjust its monthly overall production up by 0.432 million barrels per day for the month of July, OPEC revealed earlier this month. In addition, OPEC outlined that OPEC+ advanced its planned overall production adjustment for the month of September and redistributed the 0.432 million barrels per day equally over July and August. This will push July production up by 0.648 million barrels per day, OPEC highlighted.

OPEC+’s next meeting is currently scheduled for June 30. Fitch Solutions noted that this meeting should reveal more about the group’s near-term strategy for increasing crude production and exports.