每日更新 - 欧佩克 油页岩 The Daily Update - OPEC oil shale

欧佩克昨天八年来首次同意生产削减,成员以书面形式同意每天至少削减120万桶。新闻报道欧佩克正在和俄罗斯合作,并与沙特和伊朗达成协议后,诸如“欧佩克复活”, “欧佩克复苏”和“欧佩克掌权”等标题比比皆是。

随着标准普尔的能源部门指数昨天上涨5%,欧佩克预计原油年底交易将在60美元左右,行业庆祝活动期待在未来一段时间继续。然而,协议取决于所有有关国家自我遵守才能保持目标,并且仍然存在如何衡量生产的问题,因此这项协议执行将极难进行监督。像委内瑞拉和安哥拉这样现金匮乏的国家喜欢利用更高的定价,而持怀疑态度的贸易商疑问伊拉克和伊朗是否仅在短短几个月的时间内遵守协议。此外,非欧佩克成员俄罗斯和墨西哥承诺每天减少50万桶占很大的减产比例,对墨西哥而言,削减看起来更像是自然衰退而不是真正的生产合规。

然而,与此同时,还有由沙特领导的石油生产国的香槟流量,但他们是否忘记了自2014年底以来的过度供应目标和沙特阿拉伯在过去近两年倡导的“随意采油”政策的目标?

随着许多美国页岩生产商的石油价格上涨,欧佩克政策旨在销毁的行业部门可能会恢复业务。位于俄克拉何马州的石油和天然气勘探大陆资源公司和生产公司昨天继欧佩克协议后反弹了25%,获得自2008年以来的最大收益,符合美国生产商的预期。

具有讽刺意味的是,在欧佩克(OPEC)庆祝的同时,美国页岩油行业可能召开聚会。

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