據6月1日Rigzone報道，歐佩克及其盟友正在考慮將目前的減產延長1-3個月，該組織正考慮將下一次會議提前幾天至6月4日召開。由于石油市場的形勢正在迅速變化，人們更傾向于采取短期措施，而不是破壞市場的再平衡。

現有協議要求從7月起放松產量限制。該協議是在4月能源需求和價格崩潰時達成的，但這要在下次會議上討論。知情人士此前表示，俄羅斯希望從7月份開始放松政策。

由于產量限制與需求恢復強于預期，油價已出現反彈。但隨著全球各地解除封鎖，對可能引發第二波疫情的擔憂，使得對復蘇的預測仍存疑慮。目前油價約為每桶35美元，低于大多數生產商對政府支出的需求。

西德克薩斯中質原油(WIT)和全球基準布倫特原油(Brent)周一在亞洲交易中小幅走低。

此次會議將通過視頻會議的形式舉行，會議日期仍有待確定，知情人士表示，歐佩克成員國已接近達成協議，將會議日期提前至6月4日。

日期提前將給予歐佩克更大的靈活性，以改變目前的產量限制。歐佩克成員國通常在6月的第一周決定7月份向客戶供應石油的計劃，因此提前召開會議將讓成員國有更多時間做出反應。

由沙特阿拉伯和俄羅斯領導的23國歐佩克聯盟正在進行創紀錄的減產，以支撐油價。在會議上，將決定是否保留現有協議，延長限制措施。

歐佩克及其合作伙伴承諾在5月和6月將日產量減少970萬桶，約占全球供應量的10%。此外，沙特阿拉伯、科威特和阿拉伯聯合酋長國6月份進一步自愿減產約120萬桶/天，使歐佩克的減產總量達到近1100萬桶/天。減產預計將在7月份放緩至每天770萬桶左右。

尼日利亞和阿聯酋國有石油公司已宣布，計劃從4月起，按照歐佩克+協議的規定，在7月份增加石油出口。

如果提前召開會議的決定得到確認，這將意味著通常在部長級會議之前舉行的委員會會議也將提前舉行。歐佩克定于6月2日至3日召開經濟委員會理事會會議，并于6月5日成立聯合技術委員會，評估當前減產措施的實施情況。

洪偉立 摘譯自 Rigzone

原文如下：

OPEC+ to Discuss Production Cut Extension

OPEC+ is set to discuss a short extension of its current output cuts, according to a delegate, as the cartel considers bringing forward its next meeting a few days to June 4.

The cartel and its allies are considering extending the current cuts for one to three months, the delegate said. As the situation in the oil market is moving fast, the preference is to take short-term measures and not disrupt the rebalancing of the market, the delegate said.

The existing deal -- struck in April as energy demand and prices collapsed because of the coronavirus pandemic -- calls for output curbs to ease from July. But that’s up for discussion at the next meeting. Russia wants to start easing from July, people familiar with the situation said last week.

Oil prices have rallied as the output curbs coincided with a stronger-than-expected rebound in demand. But with lockdowns easing across the globe, fears that the pandemic could have a second wave make predictions of a recovery perilous. At about $35 a barrel, prices are below what most producers need for government spending.

West Texas Intermediate crude and Brent, the global benchmark, edged lower in Asian trading on Monday as the protests in the U.S. damped risk sentiment.

The date of the meeting, which will be held by video conference, was still to be confirmed late on Sunday, after people familiar with the situation said OPEC members were close to an agreement to bring it forward to June 4.

An earlier date would give the oil cartel more flexibility to change its current production limits. OPEC members usually decide their plans for shipping oil to customers for July in the first week of June, so an earlier meeting would give them more time to react.

Algerian Energy Minister Mohamed Arkab, who holds the rotating presidency, proposed June 4, instead of June 9-10.

The 23-nation OPEC+ coalition led by Saudi Arabia and Russia is undertaking record oil-production cuts to prop up prices. At the meeting it will decide whether to keep the existing agreement, or extend the current curbs.

The Organization of Petroleum Exporting Countries and its partners committed to lowering output by 9.7 million barrels a day, or about 10% of global supply, in May and June. In addition, Saudi Arabia, Kuwait and the United Arab Emirates made further voluntary cuts of about 1.2 million barrels a day for June, bringing the total OPEC+ curbs to almost 11 million barrels a day.

Production cuts are meant to be eased to about 7.7 million barrels a day in July.

Nigeria and the state oil company of Abu Dhabi, the UAE’s capital, have already announced plans to increase exports in July in line with the OPEC+ deal from April.

If the decision to move the meeting is confirmed, it would mean also shifting committee meetings that normally take place before a ministerial conference to later in the month. OPEC has an Economic Commission Board meeting scheduled for June 2-3, and a Joint Technical Committee to assess implementation of the current supply cuts on June 5.