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老衲还俗啦
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IP属地:江苏
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老衲还俗啦
2023-01-13
$Rivian Automotive, Inc.(RIVN)$
脸都不要了[流泪] [流泪]
老衲还俗啦
2022-10-21
$Meta Platforms(META)$
垃圾
老衲还俗啦
2022-10-13
$纳斯达克(.IXIC)$
牛逼啊
老衲还俗啦
2022-10-12
$小那斯达主连 2212(NQmain)$
看这样子一开盘又是一条线下去
老衲还俗啦
2022-09-30
$嘉年华邮轮(CCL)$
不至于吧[捂脸]
老衲还俗啦
2022-08-03
$每日优鲜(MF)$
这个价格有没有可能单车变摩托[笑哭]
老衲还俗啦
2022-05-14
$波音(BA)$
出啥事了,一条直线下去
老衲还俗啦
2022-04-21
$Coinbase Global, Inc.(COIN)$
这特么有点坑爹啊
老衲还俗啦
2022-03-10
$逸仙电商(YSG)$
牛逼啊
老衲还俗啦
2022-02-22
我还以为普京突然挂了
抱歉,原内容已删除
老衲还俗啦
2022-01-21
$维珍银河(SPCE)$
真优秀
老衲还俗啦
2021-12-27
$滴滴(DIDI)$
今天用滴滴打了个车,我付了41块,司机说他这单只有30块,抽成够狠的[笑哭]
老衲还俗啦
2021-11-09
$维珍银河(SPCE)$
开始嗑药了?
老衲还俗啦
2021-08-11
$加拿大鹅(GOOS)$
全球变暖,羽绒服不香了[笑哭]
老衲还俗啦
2021-07-06
$滴滴(DIDI)$
高层让推迟上市,但是投资方等了那么多年,急于上市变现,还偷偷的去美国上市,那么不给面子,Z家人能放过你?
老衲还俗啦
2021-07-02
$滴滴(DIDI)$
开盘美国散户直接拉爆
老衲还俗啦
2021-07-01
$滴滴(DIDI)$
一年的打车钱就这么没了[流泪]
老衲还俗啦
2021-06-23
$洋葱集团(OG)$
还好跑得快,不然现在底裤都没了
老衲还俗啦
2021-05-25
$Yalla Group(YALA)$
就算有回购计划也不会马上回购的,等空头把股价砸低了再回购不香嘛
老衲还俗啦
2021-05-24
$Yalla Group(YALA)$
估计要回个位数了,毕竟发行价才7块多,当天还破发,说明资本本身就不看好,借着中东小腾讯的概念炒起来的
去老虎APP查看更多动态
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11:29","market":"us","language":"zh","title":"没有协议!OPEC+减产谈判因墨西哥抵制破裂,谁来减产?","url":"https://stock-news.laohu8.com/highlight/detail?id=1190133354","media":"券商中国","summary":"因墨西哥抵制,OPEC+减产协议的谈判最终无果而终。国际原油市场经历了一次“巨震之夜”。事实上,昨夜的谈判过程一度迷雾重重,也一度柳暗花明。一度有消息称,欧佩克和非欧佩克成员国(欧佩克+)敲定了一份减","content":"<p><span>因墨西哥抵制,OPEC+减产协议的谈判最终无果而终。国际原油市场经历了一次“巨震之夜”。</span></p><p><b><span>事实上,昨夜的谈判过程一度迷雾重重,也一度柳暗花明。一度有消息称,欧佩克和非欧佩克成员国(欧佩克+)敲定了一份减产协议。</span></b></p><p><span>这份“敲定”的减产协议确定:自2020年5月1日开始减产1000万桶/日,为期两个月;自2020年7月起,减产800万桶/日,至12月;自2021年1月起减产600万桶/日,至2022年4月。</span></p><p><span>但即便如此,这个额度还是不及市场预期,WTI油价随后暴跌10%。</span></p><p><span>而据最新消息,因墨西哥抵制,OPEC+目前未能达成协议。欧佩克代表也表示,OPEC+不会在没有墨西哥的情况下削减石油产量。墨西哥能源部长称,墨西哥准备好减产仅10万桶/天。</span></p><p><span>国际油价方面,布伦特原油期货价格昨日一度大涨10%以上,收盘下跌2.73%。纽约原油期货的走势基本相当,一度大涨近13%,谈判破裂消息传出后迅速跳水,收盘大跌7.57%。</span></p><p><img src=\"https://static.tigerbbs.com/7244fb76539d5f20a0d9d288346983b8\" /></p><p>欧佩克+会议消息满天飞,油价上演“动荡一夜”</p><p><span>在疫情的袭击下,如今的石油市场早已危机重重。目前,全球每天的石油供应过剩已经达到2500万至3000万桶。</span></p><p><span>需求方面,欧佩克+文件显示,预计2020年第二季度全球原油需求下降1200万桶/日。预计2020年全球原油需求萎缩680万桶/日,糟糕的需求令全球原油市场陷入悲观。</span></p><p><span>由于美国、沙特和俄罗斯三大产油国的博弈,减产能否有效执行以及能持续时间也令市场担忧。</span></p><p><span>实际上,在会议还没有开始前,高盛就在一份报告中称,假设周四的OPEC 会议决定减产1000万桶/日(有效减产量为650万桶/日)将不足以改善全球油市供需平衡。</span></p><p><b><span>4月9日晚上10点,“欧佩克+”视频会议正式拉开序幕。</span></b></p><p><span>大约10点20分左右,据路透社援引OPEC 消息人士称,沙特和俄罗斯就深度减产达成协议。欧佩克+以及其他产油国将讨论减产高达2000万桶/日,这一结果远超市场预期。</span></p><p><span>消息一出,国际油价瞬间飙升。其中,WTI一度大涨13%,布伦特原油涨幅达11%。</span></p><p><span>不过,半个小时后,欧佩克代表称,欧佩克+将全面减产1000万桶/日,为期两个月,在两个月后继续减产,但减产规模下调。</span></p><p><span>即减产规模从2000万桶降至1000万桶,国际油价迅速跳水,将此前的涨幅几乎全部被吞没。</span></p><p><span>北京时间凌晨0点左右,据欧佩克+消息人士称,欧佩克+正在讨论在1200万桶/日的减产范围之外,由其他国家承担500万桶/日的减产配额。</span></p><p><span>美国能源部长布鲁耶特表示,对欧佩克+在今天某个时候达成协议感到乐观,美国政府没有管控原油产量的机制。</span></p><p><span>随后,三名欧佩克+消息人士称,欧佩克+就5-6月减产1000万桶/日达成了原则性协议。</span></p><p><span>欧佩克代表称,欧佩克+将全面减产1000万桶/日,非市场传言的减产2000万桶/日。WTI油价由涨转跌,跌幅达3%。</span></p><p><b><span>在长达近8个小时的漫长会议之后,欧佩克和非欧佩克成员国(欧佩克+)终于敲定了一份减产协议。</span></b></p><p><span>协议确定,自2020年5月1日开始减产1000万桶/日,为期两个月;自2020年7月起,减产800万桶/日,至12月;自2021年1月起减产600万桶/日,至2022年4月。</span></p><p><span>每日减产1000万桶将是OPEC成立以来最大的减产规模,但俄罗斯坚称,只有美国加入该协议,俄罗斯才会减产。加拿大和巴西等其他大型产油国已经表示支持减产,不过这些国家目前是因为市场力量而减产。</span></p><p><span>Rystad Energy石油市场主管Bjornar Tonhaugen表示,“尽管每日减产1000万桶石油将有助于市场在短期内不增加库存,但这对许多人来说是令人失望的进展,他们仍意识到石油供应过剩的规模。”</span></p><p><span>欧佩克代表称,墨西哥仍然反对欧佩克+减产协议。据悉,欧佩克+下一次会议将于2020年6月10日举行。</span></p><p><span>在欧佩克+达成减产协议之后,美国白宫社交媒体主任斯卡维诺称,美国总统特朗普正与俄罗斯总统普京、沙特王储讨论原油协议。</span></p><p><span>据最新消息,因墨西哥抵制,OPEC+目前未能达成协议。媒体称沙特俄罗斯对五月开始减产1000万桶达成一致。</span></p><p>更糟糕的是需求,每日或下降1200万桶</p><p><b><span>实际上,困扰原油最大的问题还是需求不足。</span></b></p><p><span>受疫情影响,3月份以来,全球多个国家经济停摆。高盛预计,全球第二季度的石油需求较上年同期大幅下滑1400万桶/日。</span></p><p><span>这也是高盛提出来,即使OPEC+会议达成减产1000万桶/日,也不足以改善油市供需平衡的原因。“最终,需求暴跌的幅度对于OPEC 协同减产的幅度而言,实在过于庞大。”</span></p><p><span>俄罗斯能源部长诺瓦克表示,由于全球经济活动下行,原油需求下降1000-1500万桶/日。</span></p><p><span>欧佩克+文件则显示,预计2020年第二季度全球原油需求下降1200万桶/日。预计2020年全球原油需求萎缩680万桶/日。</span></p><p><b><span>由于需求的迅速下降,导致了原油库存的上升速度远远超出预期。</span></b></p><p><span>周二,美国能源信息署(EIA)公布报告显示,截止4月3日当周,美国EIA原油库存增至1517.7万桶/日,远高于此前预期的969.9万桶。汽油库存增至1049.7万桶。精炼油库存增至47.6万桶,而预估为增加约69.7万桶。</span></p><p><span>目前,全球每天的石油供应过剩达2500万至3000万桶,供需双杀下的原油价格腰斩,价格徘徊在20美金一线。</span></p><p><span>国际货币基金组织(IMF)表示,预计全球2020年经济出现大萧条以来的最严重衰退;预计今年将有超过170个国家GDP出现负增长。</span></p><p><span>Rystad Energy石油市场主管Bjornar Tonhaugen称:“即使减产协议达成,肯定会在短期内提振油价,我们相信这种热情终有一天会消退,需求失衡规模的现实最终将冲击市场。”</span></p><p><span>高盛称,预计WTI原油短期存在跌至20美元/桶的风险。</span></p><p><span>有分析指出,撇开这次危机不谈,欧佩克要想稳定油市长期前景,要做的还有很多。其中最主要的,就是制定一项长期战略,为油市在未来应对类似的危机提供帮助。</span></p><p>三大国的博弈:减产能否有效执行和持续?</p><p><span>有分析人士指出,比减产规模更重要的是减产协议的持续时间,还有就是产油国能否严格执行减产计划。</span></p><p><span>据了解,过去OPEC多次减产协议破产,就是某些产油国没有严格执行减产计划,甚至私下偷偷增加产量。</span></p><p><span>在会议召开前,沙特、俄罗斯和美国三大产油国在减产问题上存在明显分歧,尤其是在减产规模和各自的配额上。</span></p><p><span>目前,美国、俄罗斯、沙特是全球前三大原油生产国,美国日产量为1300万桶左右,俄罗斯为1100万桶左右。</span></p><p><span>3月11日,在打响石油价格战后,沙特阿美称,沙特将把原油极限产能从当前的每天1200万桶提升至1300万桶。自4月起,沙特的原油供应量将大幅提高至每天1230万桶。</span></p><p><span>即谈判的一个症结就是,沙特减产将从何水平开始,是从1000万桶的产量算起,还是1230万桶。</span></p><p><span>在当前油价下,已经完全跌破美国页岩油的盈亏平衡线,甚至跌破了部分地区的现金开采成本。</span></p><p><span>4月初,总部位于科罗拉的多州的怀丁石油宣布申请破产。油价的下跌给高杠杆的美国石油公司巨大压力,特朗普不断寻求在沙特和俄罗斯之间达成一项减产协议。</span></p><p><span>一周前,特朗普在推特上宣布,沙特和俄罗斯有望达成减产1000万桶至1500万桶的消息,一度令国际油价大涨。</span></p><p><span>对于美国是否加入减产问题,美国近期表示,在没有政府干预的情况下,美国原油产量已经开始下降,这也让不少投资者对美国方面的行动持怀疑态度。</span></p>","collect":0,"html":"<!DOCTYPE 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overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n没有协议!OPEC+减产谈判因墨西哥抵制破裂,谁来减产?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2020-04-10 11:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>因墨西哥抵制,OPEC+减产协议的谈判最终无果而终。国际原油市场经历了一次“巨震之夜”。</span></p><p><b><span>事实上,昨夜的谈判过程一度迷雾重重,也一度柳暗花明。一度有消息称,欧佩克和非欧佩克成员国(欧佩克+)敲定了一份减产协议。</span></b></p><p><span>这份“敲定”的减产协议确定:自2020年5月1日开始减产1000万桶/日,为期两个月;自2020年7月起,减产800万桶/日,至12月;自2021年1月起减产600万桶/日,至2022年4月。</span></p><p><span>但即便如此,这个额度还是不及市场预期,WTI油价随后暴跌10%。</span></p><p><span>而据最新消息,因墨西哥抵制,OPEC+目前未能达成协议。欧佩克代表也表示,OPEC+不会在没有墨西哥的情况下削减石油产量。墨西哥能源部长称,墨西哥准备好减产仅10万桶/天。</span></p><p><span>国际油价方面,布伦特原油期货价格昨日一度大涨10%以上,收盘下跌2.73%。纽约原油期货的走势基本相当,一度大涨近13%,谈判破裂消息传出后迅速跳水,收盘大跌7.57%。</span></p><p><img src=\"https://static.tigerbbs.com/7244fb76539d5f20a0d9d288346983b8\" /></p><p>欧佩克+会议消息满天飞,油价上演“动荡一夜”</p><p><span>在疫情的袭击下,如今的石油市场早已危机重重。目前,全球每天的石油供应过剩已经达到2500万至3000万桶。</span></p><p><span>需求方面,欧佩克+文件显示,预计2020年第二季度全球原油需求下降1200万桶/日。预计2020年全球原油需求萎缩680万桶/日,糟糕的需求令全球原油市场陷入悲观。</span></p><p><span>由于美国、沙特和俄罗斯三大产油国的博弈,减产能否有效执行以及能持续时间也令市场担忧。</span></p><p><span>实际上,在会议还没有开始前,高盛就在一份报告中称,假设周四的OPEC 会议决定减产1000万桶/日(有效减产量为650万桶/日)将不足以改善全球油市供需平衡。</span></p><p><b><span>4月9日晚上10点,“欧佩克+”视频会议正式拉开序幕。</span></b></p><p><span>大约10点20分左右,据路透社援引OPEC 消息人士称,沙特和俄罗斯就深度减产达成协议。欧佩克+以及其他产油国将讨论减产高达2000万桶/日,这一结果远超市场预期。</span></p><p><span>消息一出,国际油价瞬间飙升。其中,WTI一度大涨13%,布伦特原油涨幅达11%。</span></p><p><span>不过,半个小时后,欧佩克代表称,欧佩克+将全面减产1000万桶/日,为期两个月,在两个月后继续减产,但减产规模下调。</span></p><p><span>即减产规模从2000万桶降至1000万桶,国际油价迅速跳水,将此前的涨幅几乎全部被吞没。</span></p><p><span>北京时间凌晨0点左右,据欧佩克+消息人士称,欧佩克+正在讨论在1200万桶/日的减产范围之外,由其他国家承担500万桶/日的减产配额。</span></p><p><span>美国能源部长布鲁耶特表示,对欧佩克+在今天某个时候达成协议感到乐观,美国政府没有管控原油产量的机制。</span></p><p><span>随后,三名欧佩克+消息人士称,欧佩克+就5-6月减产1000万桶/日达成了原则性协议。</span></p><p><span>欧佩克代表称,欧佩克+将全面减产1000万桶/日,非市场传言的减产2000万桶/日。WTI油价由涨转跌,跌幅达3%。</span></p><p><b><span>在长达近8个小时的漫长会议之后,欧佩克和非欧佩克成员国(欧佩克+)终于敲定了一份减产协议。</span></b></p><p><span>协议确定,自2020年5月1日开始减产1000万桶/日,为期两个月;自2020年7月起,减产800万桶/日,至12月;自2021年1月起减产600万桶/日,至2022年4月。</span></p><p><span>每日减产1000万桶将是OPEC成立以来最大的减产规模,但俄罗斯坚称,只有美国加入该协议,俄罗斯才会减产。加拿大和巴西等其他大型产油国已经表示支持减产,不过这些国家目前是因为市场力量而减产。</span></p><p><span>Rystad Energy石油市场主管Bjornar Tonhaugen表示,“尽管每日减产1000万桶石油将有助于市场在短期内不增加库存,但这对许多人来说是令人失望的进展,他们仍意识到石油供应过剩的规模。”</span></p><p><span>欧佩克代表称,墨西哥仍然反对欧佩克+减产协议。据悉,欧佩克+下一次会议将于2020年6月10日举行。</span></p><p><span>在欧佩克+达成减产协议之后,美国白宫社交媒体主任斯卡维诺称,美国总统特朗普正与俄罗斯总统普京、沙特王储讨论原油协议。</span></p><p><span>据最新消息,因墨西哥抵制,OPEC+目前未能达成协议。媒体称沙特俄罗斯对五月开始减产1000万桶达成一致。</span></p><p>更糟糕的是需求,每日或下降1200万桶</p><p><b><span>实际上,困扰原油最大的问题还是需求不足。</span></b></p><p><span>受疫情影响,3月份以来,全球多个国家经济停摆。高盛预计,全球第二季度的石油需求较上年同期大幅下滑1400万桶/日。</span></p><p><span>这也是高盛提出来,即使OPEC+会议达成减产1000万桶/日,也不足以改善油市供需平衡的原因。“最终,需求暴跌的幅度对于OPEC 协同减产的幅度而言,实在过于庞大。”</span></p><p><span>俄罗斯能源部长诺瓦克表示,由于全球经济活动下行,原油需求下降1000-1500万桶/日。</span></p><p><span>欧佩克+文件则显示,预计2020年第二季度全球原油需求下降1200万桶/日。预计2020年全球原油需求萎缩680万桶/日。</span></p><p><b><span>由于需求的迅速下降,导致了原油库存的上升速度远远超出预期。</span></b></p><p><span>周二,美国能源信息署(EIA)公布报告显示,截止4月3日当周,美国EIA原油库存增至1517.7万桶/日,远高于此前预期的969.9万桶。汽油库存增至1049.7万桶。精炼油库存增至47.6万桶,而预估为增加约69.7万桶。</span></p><p><span>目前,全球每天的石油供应过剩达2500万至3000万桶,供需双杀下的原油价格腰斩,价格徘徊在20美金一线。</span></p><p><span>国际货币基金组织(IMF)表示,预计全球2020年经济出现大萧条以来的最严重衰退;预计今年将有超过170个国家GDP出现负增长。</span></p><p><span>Rystad Energy石油市场主管Bjornar Tonhaugen称:“即使减产协议达成,肯定会在短期内提振油价,我们相信这种热情终有一天会消退,需求失衡规模的现实最终将冲击市场。”</span></p><p><span>高盛称,预计WTI原油短期存在跌至20美元/桶的风险。</span></p><p><span>有分析指出,撇开这次危机不谈,欧佩克要想稳定油市长期前景,要做的还有很多。其中最主要的,就是制定一项长期战略,为油市在未来应对类似的危机提供帮助。</span></p><p>三大国的博弈:减产能否有效执行和持续?</p><p><span>有分析人士指出,比减产规模更重要的是减产协议的持续时间,还有就是产油国能否严格执行减产计划。</span></p><p><span>据了解,过去OPEC多次减产协议破产,就是某些产油国没有严格执行减产计划,甚至私下偷偷增加产量。</span></p><p><span>在会议召开前,沙特、俄罗斯和美国三大产油国在减产问题上存在明显分歧,尤其是在减产规模和各自的配额上。</span></p><p><span>目前,美国、俄罗斯、沙特是全球前三大原油生产国,美国日产量为1300万桶左右,俄罗斯为1100万桶左右。</span></p><p><span>3月11日,在打响石油价格战后,沙特阿美称,沙特将把原油极限产能从当前的每天1200万桶提升至1300万桶。自4月起,沙特的原油供应量将大幅提高至每天1230万桶。</span></p><p><span>即谈判的一个症结就是,沙特减产将从何水平开始,是从1000万桶的产量算起,还是1230万桶。</span></p><p><span>在当前油价下,已经完全跌破美国页岩油的盈亏平衡线,甚至跌破了部分地区的现金开采成本。</span></p><p><span>4月初,总部位于科罗拉的多州的怀丁石油宣布申请破产。油价的下跌给高杠杆的美国石油公司巨大压力,特朗普不断寻求在沙特和俄罗斯之间达成一项减产协议。</span></p><p><span>一周前,特朗普在推特上宣布,沙特和俄罗斯有望达成减产1000万桶至1500万桶的消息,一度令国际油价大涨。</span></p><p><span>对于美国是否加入减产问题,美国近期表示,在没有政府干预的情况下,美国原油产量已经开始下降,这也让不少投资者对美国方面的行动持怀疑态度。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3faadc006e67e6ac130a7b171f263b4d","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190133354","content_text":"因墨西哥抵制,OPEC+减产协议的谈判最终无果而终。国际原油市场经历了一次“巨震之夜”。事实上,昨夜的谈判过程一度迷雾重重,也一度柳暗花明。一度有消息称,欧佩克和非欧佩克成员国(欧佩克+)敲定了一份减产协议。这份“敲定”的减产协议确定:自2020年5月1日开始减产1000万桶/日,为期两个月;自2020年7月起,减产800万桶/日,至12月;自2021年1月起减产600万桶/日,至2022年4月。但即便如此,这个额度还是不及市场预期,WTI油价随后暴跌10%。而据最新消息,因墨西哥抵制,OPEC+目前未能达成协议。欧佩克代表也表示,OPEC+不会在没有墨西哥的情况下削减石油产量。墨西哥能源部长称,墨西哥准备好减产仅10万桶/天。国际油价方面,布伦特原油期货价格昨日一度大涨10%以上,收盘下跌2.73%。纽约原油期货的走势基本相当,一度大涨近13%,谈判破裂消息传出后迅速跳水,收盘大跌7.57%。欧佩克+会议消息满天飞,油价上演“动荡一夜”在疫情的袭击下,如今的石油市场早已危机重重。目前,全球每天的石油供应过剩已经达到2500万至3000万桶。需求方面,欧佩克+文件显示,预计2020年第二季度全球原油需求下降1200万桶/日。预计2020年全球原油需求萎缩680万桶/日,糟糕的需求令全球原油市场陷入悲观。由于美国、沙特和俄罗斯三大产油国的博弈,减产能否有效执行以及能持续时间也令市场担忧。实际上,在会议还没有开始前,高盛就在一份报告中称,假设周四的OPEC 会议决定减产1000万桶/日(有效减产量为650万桶/日)将不足以改善全球油市供需平衡。4月9日晚上10点,“欧佩克+”视频会议正式拉开序幕。大约10点20分左右,据路透社援引OPEC 消息人士称,沙特和俄罗斯就深度减产达成协议。欧佩克+以及其他产油国将讨论减产高达2000万桶/日,这一结果远超市场预期。消息一出,国际油价瞬间飙升。其中,WTI一度大涨13%,布伦特原油涨幅达11%。不过,半个小时后,欧佩克代表称,欧佩克+将全面减产1000万桶/日,为期两个月,在两个月后继续减产,但减产规模下调。即减产规模从2000万桶降至1000万桶,国际油价迅速跳水,将此前的涨幅几乎全部被吞没。北京时间凌晨0点左右,据欧佩克+消息人士称,欧佩克+正在讨论在1200万桶/日的减产范围之外,由其他国家承担500万桶/日的减产配额。美国能源部长布鲁耶特表示,对欧佩克+在今天某个时候达成协议感到乐观,美国政府没有管控原油产量的机制。随后,三名欧佩克+消息人士称,欧佩克+就5-6月减产1000万桶/日达成了原则性协议。欧佩克代表称,欧佩克+将全面减产1000万桶/日,非市场传言的减产2000万桶/日。WTI油价由涨转跌,跌幅达3%。在长达近8个小时的漫长会议之后,欧佩克和非欧佩克成员国(欧佩克+)终于敲定了一份减产协议。协议确定,自2020年5月1日开始减产1000万桶/日,为期两个月;自2020年7月起,减产800万桶/日,至12月;自2021年1月起减产600万桶/日,至2022年4月。每日减产1000万桶将是OPEC成立以来最大的减产规模,但俄罗斯坚称,只有美国加入该协议,俄罗斯才会减产。加拿大和巴西等其他大型产油国已经表示支持减产,不过这些国家目前是因为市场力量而减产。Rystad Energy石油市场主管Bjornar Tonhaugen表示,“尽管每日减产1000万桶石油将有助于市场在短期内不增加库存,但这对许多人来说是令人失望的进展,他们仍意识到石油供应过剩的规模。”欧佩克代表称,墨西哥仍然反对欧佩克+减产协议。据悉,欧佩克+下一次会议将于2020年6月10日举行。在欧佩克+达成减产协议之后,美国白宫社交媒体主任斯卡维诺称,美国总统特朗普正与俄罗斯总统普京、沙特王储讨论原油协议。据最新消息,因墨西哥抵制,OPEC+目前未能达成协议。媒体称沙特俄罗斯对五月开始减产1000万桶达成一致。更糟糕的是需求,每日或下降1200万桶实际上,困扰原油最大的问题还是需求不足。受疫情影响,3月份以来,全球多个国家经济停摆。高盛预计,全球第二季度的石油需求较上年同期大幅下滑1400万桶/日。这也是高盛提出来,即使OPEC+会议达成减产1000万桶/日,也不足以改善油市供需平衡的原因。“最终,需求暴跌的幅度对于OPEC 协同减产的幅度而言,实在过于庞大。”俄罗斯能源部长诺瓦克表示,由于全球经济活动下行,原油需求下降1000-1500万桶/日。欧佩克+文件则显示,预计2020年第二季度全球原油需求下降1200万桶/日。预计2020年全球原油需求萎缩680万桶/日。由于需求的迅速下降,导致了原油库存的上升速度远远超出预期。周二,美国能源信息署(EIA)公布报告显示,截止4月3日当周,美国EIA原油库存增至1517.7万桶/日,远高于此前预期的969.9万桶。汽油库存增至1049.7万桶。精炼油库存增至47.6万桶,而预估为增加约69.7万桶。目前,全球每天的石油供应过剩达2500万至3000万桶,供需双杀下的原油价格腰斩,价格徘徊在20美金一线。国际货币基金组织(IMF)表示,预计全球2020年经济出现大萧条以来的最严重衰退;预计今年将有超过170个国家GDP出现负增长。Rystad Energy石油市场主管Bjornar Tonhaugen称:“即使减产协议达成,肯定会在短期内提振油价,我们相信这种热情终有一天会消退,需求失衡规模的现实最终将冲击市场。”高盛称,预计WTI原油短期存在跌至20美元/桶的风险。有分析指出,撇开这次危机不谈,欧佩克要想稳定油市长期前景,要做的还有很多。其中最主要的,就是制定一项长期战略,为油市在未来应对类似的危机提供帮助。三大国的博弈:减产能否有效执行和持续?有分析人士指出,比减产规模更重要的是减产协议的持续时间,还有就是产油国能否严格执行减产计划。据了解,过去OPEC多次减产协议破产,就是某些产油国没有严格执行减产计划,甚至私下偷偷增加产量。在会议召开前,沙特、俄罗斯和美国三大产油国在减产问题上存在明显分歧,尤其是在减产规模和各自的配额上。目前,美国、俄罗斯、沙特是全球前三大原油生产国,美国日产量为1300万桶左右,俄罗斯为1100万桶左右。3月11日,在打响石油价格战后,沙特阿美称,沙特将把原油极限产能从当前的每天1200万桶提升至1300万桶。自4月起,沙特的原油供应量将大幅提高至每天1230万桶。即谈判的一个症结就是,沙特减产将从何水平开始,是从1000万桶的产量算起,还是1230万桶。在当前油价下,已经完全跌破美国页岩油的盈亏平衡线,甚至跌破了部分地区的现金开采成本。4月初,总部位于科罗拉的多州的怀丁石油宣布申请破产。油价的下跌给高杠杆的美国石油公司巨大压力,特朗普不断寻求在沙特和俄罗斯之间达成一项减产协议。一周前,特朗普在推特上宣布,沙特和俄罗斯有望达成减产1000万桶至1500万桶的消息,一度令国际油价大涨。对于美国是否加入减产问题,美国近期表示,在没有政府干预的情况下,美国原油产量已经开始下降,这也让不少投资者对美国方面的行动持怀疑态度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":278,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363191022,"gmtCreate":1614097996766,"gmtModify":1614097996766,"author":{"id":"3547510200108211","authorId":"3547510200108211","name":"老衲还俗啦","avatar":"https://static.tigerbbs.com/8b92ca1c8e191a1376084552a597a3ab","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547510200108211","authorIdStr":"3547510200108211"},"themes":[],"htmlText":"<a 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