尽管承诺维持减产但沙特石油出口仍保持强劲

据今日油价3月11日报道，PetroLogistics和Kpler的数据显示，沙特阿拉伯2月份的原油出口仅略有下降，与沙特主动提出的大胆减产形成鲜明对比。

沙特阿拉伯主动提出，在欧佩克+已经下达的减产任务之外，再从市场上削减每日100万桶的石油产量，此举震惊了石油市场。沙特表示将在四月份继续削减供应。但数据显示，沙特阿拉伯雄心勃勃的每日减产100万桶的承诺并没有影响到石油出口。根据PetroLogistics的数据，沙特阿拉伯2月份的出口量可能仅了30万桶/天。

Kpler的数据更令人失望，数据显示，沙特石油出口仅减少了19.4万桶/天，而国内库存减少了11.9万桶/天。不过，据Kpler称，沙特阿拉伯2月底的出口低于年初。

欧佩克+会议结束后，沙特能源部长阿卜杜勒阿齐兹·本·萨勒曼·阿勒沙特王子被问及是否会对该国没有履行其自愿减产承诺的报道发表评论，他表示，因为减产是自愿的，不属于欧佩克+承诺的一部分，并补充道，“我们是值得信赖的人。”

虽然市场还没有完全看到沙特每天额外减少100万桶的原油供应，但市场肯定正在享受沙特承诺的后续影响，并且将在整个4月份保持额外减产的状态。自今年2月以来，布伦特原油价格已飙升8美元，目前已超过每桶68美元。

王佳晶 摘译自 今日油价

原文如下：

Saudi Oil Exports Holding Strong Despite Production Cut Commitment

Saudi Arabia’s crude oil exports fell just slightly in February, in stark contrast to the bold voluntary production cuts that the Kingdom had offered to make, according to PetroLogistics and Kpler data cited by Reuters.

Saudi Arabia had shocked the oil markets when it voluntarily offered to withhold an additional million barrels of oil production per day from the market in addition to what it was already tasked with cutting as part of the OPEC+ group. It vowed to continue those cuts through April.

But data shows that Saudi Arabia’s amibitious commitment to cut an extra million barrels per day hasn’t spilled over into exports. According to PetroLogistics, Saudi Arabia’s February exports likely fell by just 300,000 bpd.

Kpler’s estimates are even more disappointing. Their data shows that Saudi’s oil exports fell by 194,000 bpd, while domestic inventories shrunk by 119,000 bpd. According to Kpler, however, Saudi Arabia’s exports toward the end of February were lower than at the beginning.

Saudi’s Energy Minister Prince Abdulaziz bin Salman Al-Saud was asked after the last OPEC+ meeting last week if he would comment on reports that the country had not fulfilled its voluntary cuts as promised. The Energy Minister refused to answer since the cut was voluntary and not part of an OPEC+ commitment, according to Reuters, adding that “we are trustworthy people.”

While the market is not fully seeing Saudi Arabia’s million barrels per day taken off the global market, the market certainly is enjoying the after-effects of Saudi Arabia’s commitment not only to cut an additional million barrels per day but to keep doing so through April. The price of a Brent barrel has surged $8 since February and is now trading at more than $68 per barrel.