據(jù)今日油價3月11日報道，PetroLogistics和Kpler的數(shù)據(jù)顯示，沙特阿拉伯2月份的原油出口僅略有下降，與沙特主動提出的大膽減產(chǎn)形成鮮明對比。

沙特阿拉伯主動提出，在歐佩克+已經(jīng)下達的減產(chǎn)任務之外，再從市場上削減每日100萬桶的石油產(chǎn)量，此舉震驚了石油市場。沙特表示將在四月份繼續(xù)削減供應。但數(shù)據(jù)顯示，沙特阿拉伯雄心勃勃的每日減產(chǎn)100萬桶的承諾并沒有影響到石油出口。根據(jù)PetroLogistics的數(shù)據(jù)，沙特阿拉伯2月份的出口量可能僅了30萬桶/天。

Kpler的數(shù)據(jù)更令人失望，數(shù)據(jù)顯示，沙特石油出口僅減少了19.4萬桶/天，而國內(nèi)庫存減少了11.9萬桶/天。不過，據(jù)Kpler稱，沙特阿拉伯2月底的出口低于年初。

歐佩克+會議結(jié)束后，沙特能源部長阿卜杜勒阿齊茲·本·薩勒曼·阿勒沙特王子被問及是否會對該國沒有履行其自愿減產(chǎn)承諾的報道發(fā)表評論，他表示，因為減產(chǎn)是自愿的，不屬于歐佩克+承諾的一部分，并補充道，“我們是值得信賴的人。”

雖然市場還沒有完全看到沙特每天額外減少100萬桶的原油供應，但市場肯定正在享受沙特承諾的后續(xù)影響，并且將在整個4月份保持額外減產(chǎn)的狀態(tài)。自今年2月以來，布倫特原油價格已飆升8美元，目前已超過每桶68美元。

王佳晶 摘譯自 今日油價

原文如下：

Saudi Oil Exports Holding Strong Despite Production Cut Commitment

Saudi Arabia’s crude oil exports fell just slightly in February, in stark contrast to the bold voluntary production cuts that the Kingdom had offered to make, according to PetroLogistics and Kpler data cited by Reuters.

Saudi Arabia had shocked the oil markets when it voluntarily offered to withhold an additional million barrels of oil production per day from the market in addition to what it was already tasked with cutting as part of the OPEC+ group. It vowed to continue those cuts through April.

But data shows that Saudi Arabia’s amibitious commitment to cut an extra million barrels per day hasn’t spilled over into exports. According to PetroLogistics, Saudi Arabia’s February exports likely fell by just 300,000 bpd.

Kpler’s estimates are even more disappointing. Their data shows that Saudi’s oil exports fell by 194,000 bpd, while domestic inventories shrunk by 119,000 bpd. According to Kpler, however, Saudi Arabia’s exports toward the end of February were lower than at the beginning.

Saudi’s Energy Minister Prince Abdulaziz bin Salman Al-Saud was asked after the last OPEC+ meeting last week if he would comment on reports that the country had not fulfilled its voluntary cuts as promised. The Energy Minister refused to answer since the cut was voluntary and not part of an OPEC+ commitment, according to Reuters, adding that “we are trustworthy people.”

While the market is not fully seeing Saudi Arabia’s million barrels per day taken off the global market, the market certainly is enjoying the after-effects of Saudi Arabia’s commitment not only to cut an additional million barrels per day but to keep doing so through April. The price of a Brent barrel has surged $8 since February and is now trading at more than $68 per barrel.