减产令市场出现空白 挪威创下石油出口纪录

据世界石油6月29日伦敦报道，欧佩克及其产油盟国进行了迄今为止最大幅度的原油减产，挪威石油巨头Johan Sverdrup油田的原油出口量比以往任何时候都要多。

根据彭博社观察到的装载计划，8月份来自该油田的原油装载量定为创纪录的440万桶，即每天46.5万桶。相比之下，7月份的预期日产量为42.9万桶。

挪威政府控股的能源公司Equinor ASA在6月份承诺将Johan Sverdrup油田的产量削减20%。与此同时，挪威继续与欧佩克及其盟国合作，实行历史性的石油减产。这些限制措施旨在重新平衡石油市场，消除供应过剩。

这是挪威自2002年以来首次同意参与国际协调行动以削减石油产量，目前市场正努力应对疫情造成的需求骤降。政府此前曾表示，6月份的日产量将限制在160.9万桶，2020年下半年的日产量将限制在172.5万桶。

根据彭博社获取的该油田生产许可信息，本月Sverdrup油田的交易量上限为每日37.6万桶。这比4月份47万的峰值有所下降。

如果企业油田生产的产品少于许可，他们可以将差额从6月转到第三季度，或者从6月和第三季度转到第四季度。在第三和第四季度，Equinor的日交易量将达到41.6万桶左右。

作为欧佩克＋的主要成员国，俄罗斯已将中质含硫乌拉尔原油的出口控制在10年来的最低水平，甚至连伊拉克等经常限制配额的国家也已兑现了减产承诺。下个月，俄罗斯旗舰级乌拉尔原油的出口量将较6月份下降40%，至每日约78.5万桶。

本月早些时候，道达尔不同寻常地进军北海原油市场，原因是在其他生产商可供应的原油数量受到限制的情况下，欧洲燃料需求的复苏步伐加快。

裘寅 编译自 世界石油

原文如下：

Norway sets oil export records as OPEC+ cuts leave a void in the market

As OPEC and its allies make their deepest cuts yet to crude production, Norway’s giant Johan Sverdrup oil field is exporting more than ever before.

Crude loadings from the field are set at a record 4.4 million barrels, or 465,000 barrels a day, in August, according to a loading program seen by Bloomberg. That’s compared with 429,000 barrels a day expected in July.

Norway’s state-controlled energy company Equinor ASA pledged to slash production from the Johan Sverdrup field by 20% in June, as the country moved ahead with historic oil-output cuts in cooperation with the Organization of Petroleum Exporting Countries and its allies. The curbs are aimed at rebalancing the oil market and eliminating a glut.

It’s the first time Norway has agreed to be part of coordinated international efforts to cut oil output since 2002, as the market grapples with cratering demand amid the coronavirus pandemic. The government had previously said production would be limited to 1.609 million barrels a day in June and 1.725 million a day throughout the second half of 2020.

Volumes for Sverdrup will be capped at about 376,000 barrels a day this month, according to a revised permit obtained by Bloomberg through a freedom of information request. That’s down from a peak of 470,000 in April.

If companies produce less than their permits allow, they may roll the difference forward, from June to the third quarter, or from June and the third quarter to the fourth quarter. Equinor will be allowed to pump about 416,000 barrels a day from the field in the third and fourth quarters.

Russia, a key member of OPEC+, has curbed exports of medium sour Urals to the lowest in a decade and even frequent quota-flouters, such as Iraq, have fallen into line with their pledged reductions. Russia’s exports of its flagship Urals crude oil grade are set to plunge next month, by 40% from June levels, to about 785,000 barrels a day.

Earlier this month, Total SA made an unusual foray into the North Sea crude market as a recovery in Europe’s fuel demand gathers pace at a time when the number of cargoes available from other producers are being curbed.