據9月21日Neftegaz.RU. 報道，俄羅斯能源部長亞歷山大?諾瓦克表示，全球原油庫存繼7月份減少3400萬桶之后，8月份又減少了4500萬桶。預計到2021年第二季度，石油需求將從疫情的影響中完全恢復。他補充道，即使是現在，石油市場仍處于每日缺少150至200萬桶供應的狀態，這有助于減少庫存。

盡管俄羅斯石油巨頭似乎對石油市場的未來感到樂觀，但沙特石油巨頭卻站在了不同的立場，向那些可能希望在石油市場上獲利的投機者發出了嚴厲警告。

歐佩克+成員國的部長們上周開會討論了減產協議的進展和下一步措施。與之前的會議一樣，盡管8月份的減產執行率達到了101%，部長級委員會堅持要求提高履約率。下調目標維持在每日減產770萬桶不變。如果諾瓦克的預期是正確的，那么，隨著需求的復蘇，這應該足以讓石油市場恢復平衡。然而，并不是所有人都認同這一觀點。

王佳晶 摘譯自 Neftegaz.RU.

原文如下：

Russian oil minister: Global oil inventories are in decline

Global inventories of crude oil declined by 45 million barrels in August after a 34-million-barrel reduction in July, Russia’s Energy Minister Alexander Novak said in a TV interview, Oilprice reported.

"Reserves accumulated in the 2nd quarter are gradually shrinking, and we see that July and August were the first two months when stocks declined gradually. The reduction roughly amounted to 45 mln barrels in August and 34 [mln barrels] in July," Novak told Rossiya-24.

In more good news, Novak said that he expected oil demand to recover fully from the effects of the pandemic by the 2nd quarter of 2021. Even now the oil market is in a supply deficit, amounting to between 1.5 and 2 million bpd, which is helping to reduce inventories, the official said.

While Russia’s top oil man appears to be optimistic about the future of the oil market, his Saudi counterpart has taken a different stance, sending a stark warning to speculators who might want to make a profit on that market.

OPEC+ ministers met last week to discuss the progress of their production cut agreement and next steps. As in previous meetings, the ministerial committee insisted on better compliance, even though the rate for August reached 101 %. The cut target remained unchanged at 7.7 million bpd. If Russia’s Novak is right, that should be enough to see a return to balance on oil markets as demand recovers. Not all, however, agree it will, now or ever.