OPEC+意外再額外減產原油至2023年底

此次減產是在2022年10月5日舉行的第33次歐佩克和非歐佩克部長級會議減產200萬桶的基礎上額外減產。) <註1>

國家     額外減產規模(桶/天) <註2>

沙特阿拉伯 500,000

俄羅斯     500,000

伊拉克     211,000

阿聯酋     144,000

科威特     128,000

哈薩克      78,000

阿爾及利亞  48,000

阿曼        40,000

總計約165萬桶。

美國政府曾經宣稱可能在油價跌至67至72美元左右時回補原油儲備。但2023年3月時卻改口，並不急著回補戰略原油儲備。

原本美國宣稱回補戰略原油儲備的價格，可視為對生產商保證不讓原油價格崩跌所釋出的善意，以促使生產商放心增加產能，但早前WTI原油價格跌落65美元時，美國政府卻表示不急著回補原油，這種作法有可能造成生產商心寒，最終導致本次的減產。

<註1>Saudi Arabia and UAE slash oil output until 2024 (ArabianBusiness)

<註2>OPEC+ Makes Surprise 1 Million-Barrel Oil Production Cut (Bloomberg)

english version(英文版)

OPEC+ unexpectedly agreed to further reduce crude oil production until the end of 2023. 

The additional cut was based on the cut of 2 million barrels agreed at the 33rd OPEC+ Ministers Meeting held on October 5th, 2022. <note 1>

Country     Extra cut amount (b/day) <note 2>

Saudi Arabia  500,000

Russia        500,000

Iraq          211,000

UAE           144,000

Kuwait        128,000

Kazakhstan     78,000

Algeria        48,000

Oman           40,000

Summing up to approximately 1.65 million barrels per day.

The U.S. government had previously claimed that it could replenish the Strategic Petroleum Reserve(SPR) when the price of oil dropped to around 67-72 dollars. However, in March 2023, they changed their statement and were not in a hurry to replenish the SPR.

The price the U.S. government had previously claimed to replenish SPR could be seen as a goodwill to producers to ensure that the price of oil does not collapse, prompting producers to increase production with confidence. However, when the WTI crude oil price fell to 65 dollars earlier, the US government indicated that it was not in a hurry to replenish the crude oil, which could cause producers to be worried and ultimately lead to the current cut.

<note 1>Saudi Arabia and UAE slash oil output until 2024 (ArabianBusiness)

<note 2>OPEC+ Makes Surprise 1 Million-Barrel Oil Production Cut (Bloomberg)