欧佩克+拟维持12月产量目标不变:七个核心成员国已原则上同意

11 月 1 日——据路透社援引三名知情人士报道,欧佩克+产油国拟在 11 月 1 日周日举行的会议上,维持 12月石油产量目标不变。七个核心成员国已原则上同意下月产量不变,会议于格林尼治标准时间 12 时开始。
这七个核心成员国为沙特阿拉伯、俄罗斯、伊拉克、科威特、阿尔及利亚、哈萨克斯坦和阿曼。知情人士 10 月 31日周六告诉路透社,上述原则共识符合外界预期,即在明年之前不会再有进一步的政策调整。路透社 7月曾报道,欧佩克+在第四季度可能不会调整产量,转而把重点放在 2027 年配额谈判上。
报道称,海湾成员国正在提高此前因美伊战争而中断的出口,但多数成员国的产量仍远低于目标。欧佩克+由石油输出国组织及其包括俄罗斯在内的盟国组成。2026年大部分时间里,该组织一直在提高产量目标,并在 9 月完成了对 2023 年首次达成的每日 165万桶减产措施的分阶段取消。在此前的会议上,该组织维持了 10 月和 11 月的产量目标不变。
此外,该组织还有一层约每日 200 万桶的减产措施,覆盖多数成员国,持续至 2026年底。知情人士表示,欧佩克+需要在第四季度完成对各成员国生产能力的评估,然后才能确定 2027年的基准产量,而基准产量将决定未来配额,并影响上述减产措施的取消计划。
OPEC+ Set to Keep December Output Targets Steady: Seven Core Members Agree in Principle
November 1 — OPEC+ oil-producing countries were set to keep oilproduction targets steady for December at a meeting on Sunday, Reutersreported, citing three people with knowledge of the matter. The sevencore OPEC+ members have agreed in principle to keep output unchangedfor next month. The meeting starts at 1200 GMT.
The seven core members are Saudi Arabia, Russia, Iraq, Kuwait,Algeria, Kazakhstan and Oman. The people told Reuters on Saturday thatthe in-principle agreement was in line with expectations that furtherpolicy adjustments will not occur until next year. Reuters reported inJuly that OPEC+ was likely to make no changes to its targets duringthe fourth quarter as it turns its focus to 2027 quota negotiations.
Sunday's online meeting comes as Gulf members have been boostingexports that have been disrupted for months by the conflict of theU.S.-Iran war. Most, however, are still pumping well below theirtargets. OPEC+ comprises the Organization of the Petroleum ExportingCountries and allies including Russia. The group has been boostingoutput targets for much of 2026 and in September completed the phasedrollback of a 1.65 million-barrel-per-day supply cut first agreed in2023. At earlier meetings, it kept the targets steady for October andNovember.
The group still has one more layer of production cuts of about 2million barrels per day covering most members through the end of 2026.OPEC+ needs to complete a review of members' production capacityduring the fourth quarter before setting the 2027 baselines that willdetermine future quotas and shape plans to unwind those cuts, sourceshave said.
来源:GSM·美国(原文链接)
图片来源:位于维也纳的石油输出国组织(欧佩克)总部大楼。CC BY-SA 4.0,经Wikimedia Commons。 / Headquarters of OPEC in Vienna. CC BY-SA 4.0, via Wikimedia Commons.
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