據(jù)6月4日Rigzone報道，油價從三個月高位回落，因歐佩克+各國在長期減產(chǎn)計劃方面存在分歧，且美國當前經(jīng)濟數(shù)據(jù)令市場對需求復(fù)蘇力度產(chǎn)生懷疑。

紐約期貨價格下跌約2%，至每桶37美元以下，此前曾收于3月6日以來最高點。知情人士表示，沙特和俄羅斯已達成一項初步協(xié)議，將產(chǎn)量限制期限再延長一個月，但前提是其他成員國在未來幾個月內(nèi)進一步減產(chǎn)，以彌補未能達到減產(chǎn)協(xié)議規(guī)定份額。

美國能源信息署(EIA)數(shù)據(jù)顯示，美國柴油需求上周降至21年低點，汽油庫存激增。這些數(shù)據(jù)表明，這個全球最大石油消費國燃油消耗量并沒有像此前預(yù)期那樣迅速復(fù)蘇。

盡管油價自4月中旬以來迅速反彈，但在幾次不利因素影響下，反彈勢頭屢屢受挫。截至倫敦時間早上7點36分，紐約商品交易所7月份交割A(yù)西德克薩斯中質(zhì)原油價格下跌1.7%，至每桶36.65美元，周三曾上漲1.3%。歐洲期貨交易所(ICE Futures Europe exchAnge) 8月份交割的布倫特原油期貨價格下跌1%，至39.39美元/桶，而在前一個交易日，布倫特原油交易價格近三個月來首次超過40美元/桶。

荷蘭國際集團銀行（INGAAnk NV）大宗商品策略主管沃倫?帕特森（WArren PAtterson）表示：“歐佩克+所做決定將是未來一周價格走勢關(guān)鍵，產(chǎn)量限制協(xié)議或會延長將為油價提供有限上行空間。不過，油價上漲與煉油利潤率疲弱之間存在脫節(jié)，這表明至少在近期內(nèi)，油價上漲已經(jīng)有點超前?！?/span>

沙特與俄羅斯一致認為，7月份，將繼續(xù)在當前水平上削減產(chǎn)量。下一次會議上定于6月9日至10日召開，若不能得到伊拉克等國家做出承諾，歐佩克+在2020年剩余時間內(nèi)A石油減產(chǎn)規(guī)模將放寬至770萬桶/天。

歐佩克+各國之間分歧正達到頂峰，隨著油價上漲已經(jīng)刺激了一些美國生產(chǎn)商恢復(fù)生產(chǎn)，美國最大頁巖油生產(chǎn)商EOG Resources Inc.和二疊紀鉆井公司PArsley Energy Inc.準備在關(guān)閉生產(chǎn)數(shù)周后提高產(chǎn)量。

美國能源信息署數(shù)據(jù)顯示，上周美國柴油供應(yīng)下降17%，至每日272萬桶，汽油庫存增加280萬桶，增幅高于預(yù)期。原油整體庫存減少210萬桶，庫欣庫存連續(xù)第四周下降。

王佳晶 摘譯自 Rigzone

原文如下：

Oil Down on OPEC+ Discord and US Demand Data

Oil retreated from a three-month high as OPEC+ unity was threatened by a long-running feud over complying with production cutbacks, while U.S. data cast doubt on the strength of the demand recovery.

Futures in New York fell around 2% to below $37 a barrel after closing at the highest since March 6. Saudi Arabia and Russia have reached a preliminary deal to extend output curbs for an extra month, but it’s conditional on other members making deeper cuts in the months ahead to make up for past non-compliance, people familiar with the matter said. The two leading producers have lost their patience with the errant behavior of the next-biggest, Iraq.

Meanwhile in the U.S., diesel demand fell to a 21-year low last week and gasoline stockpiles swelled, according to Energy Information Administration data. The figures suggest that fuel consumption in the world’s largest oil consumer isn’t recovering as quickly as previously anticipated.

While oil prices have rebounded rapidly since mid-April, the rally is faltering amid several headwinds. The White House is suspending passenger flights from Chinese airlines as relations between the world’s two biggest economies continue to worsen, while civil unrest across the U.S. is complicating the economic recovery from the virus and risking a second wave of infections.

West Texas Intermediate for July delivery dropped 1.7% to $36.65 a barrel on the New York Mercantile Exchange as of 7:36 a.m. in London after rising 1.3% on Wednesday. Brent for August settlement declined 1% to $39.39 on the ICE Futures Europe exchange after trading above $40 for the first time in almost three months in the previous session.

“The OPEC+ decision will be key for price direction over the next week, with a potential extension providing some limited upside,” said Warren Patterson, head of commodities strategy at ING Bank NV. However, there’s a disconnect between the rise in oil prices and weak refining margins, suggesting the rally has gotten a bit ahead of itself at least in the near term, he said.

Riyadh and Moscow are aligned on continuing cuts at the current level for an extra month beyond July 1. But if they don’t receive assurances from Iraq and the other laggards at their next meeting -- scheduled for June 9-10 -- the group’s daily supply curbs will ease to 7.7 million barrels for the rest of 2020.

The OPEC+ disagreements are coming to a head as higher prices have already spurred some U.S. producers to bring wells back online. EOG Resources Inc., America’s largest shale-focused producer, and Permian driller Parsley Energy Inc. are preparing to ramp up output just weeks after turning off the taps.

Diesel supplied in the U.S. tumbled 17% to 2.72 million barrels a day last week, according to the EIA, while gasoline inventories rose by a higher-than forecast 2.8 million barrels. Overall crude stockpiles fell by 2.1 million barrels and inventories at the storage hub at Cushing declined for a fourth week.