OPEC：石油开采可能在下半年加快步伐

据油气新闻网站6月25日报道 欧佩克秘书长Mohammad Sanusi Barkindo表示，随着各国进一步放松封锁限制，需求上升，油气市场复苏可能在下半年加快步伐，他对最坏的情况已经过去表示谨慎乐观。

参加在线Adipec Energy Dialogues的Barkindo表示，疫情爆发后，石油行业面临着前所未有的巨大石油市场失衡，需要生产商做出反应。

Barkindo强调，欧佩克与非欧佩克产油国减产两年期协议十分重要，他相信，下半年石油市场将恢复更多稳定，但仍需进一步努力降低现有石油库存，帮助市场重新平衡。

Barkindo说：“随着我们看到各国开始开放，我们将看到需求开始回升。我仍然乐观但谨慎，最坏的情况已经过去，今年下半年经济复苏将如火如荼，股市开始退市。不过，无论是V型、W型还是倒曲棍球棍型，经济复苏将呈现何种形态仍不确定。”

“不过，我希望到今年年底，我们将开始看到石油市场进一步恢复稳定的迹象。那么，我们将能够进入维持这种稳定的下一阶段。因此，欧佩克+成员国集团和非欧佩克产油国签署的具有历史意义的协议必须持续两年。”

Barkindo阐述了4月份石油市场遭受的前所未有的需求破坏的规模。由于应对疫情，全球经济遭受重创，石油需求从每天1亿桶的高位下降了2000-2400万桶，这导致了有史以来最大规模的单一供应调整，欧佩克和非欧佩克产油国每天调整近2000万桶的石油产量，包括来自DoC以外的产油国的产量。

王磊 摘译自 油气新闻

原文如下：

Oil recovery may gather pace in H2, says Opec chief

Oil and gas markets recovery is likely to gather pace in the second half of the year as countries further ease lockdown restrictions and demand rises, said Opec Secretary General Mohammad Sanusi Barkindo, expressing cautious optimism that the worst is over.

The huge and unprecedented oil market imbalance that faced the industry in April in the wake of Covid-19 pandemic required an unparalleled response from producers, said Barkindo, taking part in the online Adipec Energy Dialogues.

Underlining the importance of the two-year agreement, signed by Opec and non-Opec oil producing countries in the Declaration of Cooperation (DoC) on April 12, and revalidated earlier this month on June 6, Barkindo said he was confident that more stability would return to oil markets in the second half of the year, but more work is required to draw down existing oil inventories to help rebalance markets.

"As we see countries begin to open up, we will see demand start to come back," Barkindo said. "I remain optimistic but cautious the worst is over and a recovery will be in full swing in the second half of this year, with stocks beginning to be withdrawn. However, what shape the recovery will take, whether a V shape, W or inverted hockey stick, is still uncertain.

"Nevertheless, I am hopeful by the end of this year we will begin to see some further semblance of stability restored to oil markets. Then we will be in a position to move into the next phase of sustaining that stability. Hence the importance of the two-year duration of the historic agreement signed by the Opec Plus group of countries and non-Opec producers."

Setting out the scale of the "unprecedented demand destruction" suffered by oil markets in April, Barkindo said oil demand had fallen by 20 to 24 million barrels a day, from a high of 100 million barrels per day, as economic and societal lockdowns, in response to the Covid-19 coronavirus, ravaged the global economy. It led to the largest single supply adjustment in history with Opec and non-Opec producers adjusting oil output, including from those outside of the DoC, by almost 20 million barrels a day.