欧佩克+目前原油日产量比产量目标落后近300万桶

欧佩克+消息人士：7月份欧佩克+成员国的原油日产量比产量目标低290万桶

一年多来，欧佩克+成员国的总产量配额和实际原油产量之间的差距一直在扩大  

最近几个月沙特阿拉伯一直在提高原油产量

  据美国油价网8月22日报道，两名欧佩克+消息人士周一对路透社记者表示，7月份欧佩克+成员国的原油日产量比其总产量目标低290万桶。

一年多来，欧佩克+成员国的总产量配额和实际原油产量之间的差距一直在扩大，许多成员国由于产能和/或投资限制而无法提高原油产量，而欧佩克+联盟在其月度原油产量目标上不断增加更多的原油产量。此外，产能大国的原油产量虽然从2月份（爆发地缘政治冲突之前）开始稳定在一个水平，但并没有按照欧佩克+协议的规定增加原油产量。 

作为欧佩克+协议中非欧佩克成员国的领导人，产能大国与欧佩克最大产油国、世界最大原油出口国沙特阿拉伯有着相同的月度产量目标。

然而，尽管沙特阿拉伯最近几个月一直在提高原油产量，但产能大国却没有增加原油产量。此外，许多欧佩克+成员国，特别是欧佩克的非洲原油生产国尼日利亚和安哥拉，一直严重落后于各自的产量配额。

因此，根据路透社在欧佩克+的消息人士所说，7月份欧佩克+联盟的原油日产量低于配额289.2万桶，这使得7月份履行减产协议达到令人震惊的546%，高于6月份的320%。100%的履行意味着欧佩克+按照协议规定的水平生产。

欧佩克+联盟的两名代表7月份曾对媒体表示，作为减产协议的一部分，欧佩克+6月份的原油实际日产量与目标日产量之间已经存在284万桶的巨大缺口。 

随着欧佩克+解除减产，越来越多的成员国由于缺乏产能或供应投资而进一步落后于配额。

在欧佩克决定加速减产并在8月底前完全解除减产后，外界普遍预计欧佩克+的表现将继续远逊于7月和8月的产量目标。 

李峻 编译自 美国油价网

原文如下：

OPEC+ Is Now Almost 3 Million Bpd Behind Its Production Target

·     OPEC+ sources: members produced 2.9 million bpd below output targets in July.

·     The gap between overall quota and actual oil production from the OPEC+ members has been growing for more than a year.

·     The Saudis have been raising production in recent months 

OPEC+ members produced 2.9 million barrels per day (bpd) below their collective oil production target in July, two OPEC+ sources told Reuters on Monday.

The gap between overall quota and actual oil production from the OPEC+ members has been growing for more than a year, with many producers unable to raise production due to capacity and/or investment constraints, while the alliance has added more barrels to its monthly oil production target. Moreover, production in the larger producer, albeit stabilized at a level from February, just before the war, hasn’t increased as it should have been under the OPEC+ agreement.

The larger producer，the leader of the non-OPEC group in the OPEC+ pact, has the same monthly targets as OPEC’s top producer and largest crude oil exporter in the world, Saudi Arabia.

But while the Saudis have been raising production in recent months, the larger producer has not. In addition, many OPEC+ members, especially OPEC’s African producers Nigeria and Angola, have been significantly lagging behind their respective quotas.

So, in July, per Reuters’ sources in OPEC+, the alliance was 2.892 million bpd below quota, bringing compliance with the cuts to hit a mind-blowing 546% in July, up from 320% in June. Compliance at 100% means OPEC+ is pumping at the levels set out in the deal. 

For June, the OPEC+ group already had a massive shortfall of 2.84 million bpd between actual production and the target oil output level as part of the deal, two delegates at the alliance told the media last month.

As OPEC+ is unwinding its cuts, more and more members are falling further behind their quotas due to a lack of capacity or investment in supply.

OPEC+ was widely expected to continue to underperform by a lot compared to its production targets for July and August after the group decided to accelerate the rollback of the cuts and have those completely unwound by the end of August.