每日新闻更新 - OPEC 石油 The Daily Update - Opec oil

石油输出国组织继续维持减产政策,同时俄罗斯和其他合作方也保持减产,以此来提高原油价格。最近,布伦特原油价格保持在每桶60美元以上,这是两年来的最高值。美国的表现最明显,其最大的炼油厂位于德州亚瑟港,但该炼油厂实际上由沙特的阿美石油公司Aramco持有。十月,美国仅从沙特进口了52.5万桶原油,这是自1987年5月以来的最低水平,每日进口石油量比十年前减少了大约150万桶。这并非由于需求下降,而是因为以沙特为首的OPEC成员国及合作国家普遍减少了石油生产,希望以此消化过去多年累积的石油超量供应,并倒逼油价拉高。这一策略已经持续了好几个月,但一直努力在美国抢占市场份额的沙特已经从美国的第二大石油供应商(仅次于加拿大)下滑至第四位,落后于伊拉克和墨西哥。

美国是全球唯一一个每周公布石油库存量的国家,沙特不断向美国展示了OPEC成员国联手减少石油产量的决心。沙特官员公开承认了这一策略,并报道称未来几个月对美国的石油出口将下降。同欧洲央行行长德拉吉的坚定决心一样,沙特官员的决心也很决绝,当然,拿全球最大能源市场的市场份额来冒险所产生的后果,可能在未来很长时间内难以恢复。2013年,Aramco公司投资100亿美元来提高亚瑟港的炼油产量,同时期向荷兰皇家壳牌公司支付了22亿美元来中止两者的合作关系。

数年前,沙特利用石油来加强同美国政府的关系。但现在他们认为同特朗普政府的关系已经非常密切,不需要通过石油供应的威胁来保持政治影响力。通过每周公布独立数据来向其他产油国显示其坚决的决心,这看上去是很狡猾的计划。

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