據9月10日Oil Monster消息：最新調查顯示，在沙特阿拉伯、俄羅斯和阿聯酋大幅增產的帶動下，歐佩克及其盟友在8月增加了原油產量，給全球經濟走勢不確定的脆弱市場增加了更多供應。

調查發現，歐佩克13個成員國的日產量為2,437萬桶，較7月增長4%，而包括俄羅斯在內的9個成員國日產量增加1,267萬桶，增幅為6%。

歐佩克+聯盟創紀錄的970萬桶/天的減產協議是在5月疫情最嚴重期間實施的，該協議原定于今年下半年減緩至770萬桶/天，因此8月產量增加并不出人意料。根據計算，該聯盟本月新配額的合規率達到97%。

但增產之際，全球石油需求的快速復蘇似乎正在停滯，原因是人們擔心第二波疫情正在加劇。布倫特原油價格在45美元附近徘徊數周后，最近幾天已跌至40美元/桶以下。

許多中東成員國曾表示，在炎熱的8月，當空調設備全速運行時，他們將需要額外的發電供應，因此對市場的出口不會大幅增加。

調查發現，以歐佩克主要成員國沙特阿拉伯為例，其日產量較上月增加50萬桶，至895萬桶，但仍未達到其配額，而增加的大部分產量都消耗在了發電廠。

作為非歐佩克最大成員國的俄羅斯也曾表示，預計其增加的產量將用于國內消費。調查顯示，該國日產石油909萬桶，比配額高出1萬桶。

調查發現，向來嚴格遵守配額的阿聯酋將其日產量提高至274萬桶，遠遠超過其上限。阿聯酋國有石油公司ADNOC已表示，將把10月份的配額削減30%，以彌補這一缺口。

馮娟 摘譯自 Oil Monster

原文如下：

OPEC+ Crude Oil Output Rises in August as Record Cuts Ease

OPEC and its allies pumped more crude oil in August, led by surges from Saudi Arabia, Russia and the UAE, according to the latest survey, adding more supplies to a fragile market uncertain of the global economy's trajectory.

OPEC's 13 members produced 24.37 million b/d, a 4% rise from July, while its nine partners, including Russia, added 12.67 million b/d, a 6% increase, the survey found.

The higher volumes were not unexpected as the OPEC+ coalition's record 9.7 million b/d production cut accord, implemented during the depths of the coronavirus crisis in May, had been scheduled to ease to 7.7 million b/d for the rest of the year starting in August. As such, the group achieved 97% compliance with its new quotas in the month, according to calculations.

But the increased production is coming at a time when the rapid recovery of global oil demand appears to be stalling, amid fears of a growing second wave of COVID-19 infections. Brent prices have tumbled in recent days to below $40/b, after weeks of hovering around $45/b.

Many Middle Eastern members had said that they would need extra supplies for electricity generation during a hot August, when air-conditioning units are running at full tilt, and that their exports to the market would not substantially increase.

OPEC kingpin Saudi Arabia, for example, boosted its production by 500,000 b/d month-on-month to 8.95 million b/d, still under its quota, the survey found, with most of the extra barrels consumed in its peaking power plants.

Russia, the largest non-OPEC member of the alliance, likewise had said it expected its additional production to be consumed domestically. It pumped 9.09 million b/d, above its quota by 10,000 b/d, according to the survey.

The UAE, which has traditionally demonstrated strong compliance with its quota, boosted its output to 2.74 million b/d, the survey found, far in excess of its cap. State oil company ADNOC has said it will slash its October term allocations by 30% to make up for the difference.