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janischu
2022-11-22
Overnight, a news stirred the international oil price "upside down"
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","listText":" ","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968917499","repostId":"1127272004","repostType":4,"repost":{"id":"1127272004","kind":"news","pubTimestamp":1669074315,"share":"https://ttm.financial/m/news/1127272004?lang=en_US&edition=fundamental","pubTime":"2022-11-22 07:45","market":"hk","language":"zh","title":"Overnight, a news stirred the international oil price \"upside down\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1127272004","media":"华尔街见闻","summary":"摘要：据媒体报道，沙特和其他OPEC成员国考虑增产至多50万桶/日。油价应声暴跌，一度跌6%。不过此后沙特否认相关报道，沙特能源大臣表示，目前每天减产200万桶的做法将持续到2023年底，随时准备在必","content":"<p><html><head></head><body>Abstract: According to media reports, Saudi Arabia and other OPEC members are considering increasing production by up to 500,000 barrels per day. Oil prices plummeted, falling 6% at one point. However, Saudi Arabia has since denied relevant reports. The Saudi Energy Minister said that the current practice of reducing production by 2 million barrels per day will continue until the end of 2023, and it is ready to reduce production further if necessary. The decline in oil prices narrowed sharply, once recovering all lost ground. According to media reports,<b>Saudi Arabia and other OPEC members are considering increasing crude oil production by up to 500,000 barrels per day. OPEC + will meet on December 4.</b></p><p>Affected by the news, the oil price dropped rapidly and continued to expand. The intraday decline of international oil price expanded to 6%. WTI crude oil futures were reported at 75.30 USD/barrel and Brent oil was reported at 82.36 USD/barrel. Affected by the sharp drop in international oil prices, energy stocks generally fell.<a href=\"https://laohu8.com/S/MUR\">Murphy Oil</a>Down more than 5%, Buffett's heavy position<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>It once fell by more than 6% in the session,<a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>、<a href=\"https://laohu8.com/S/BP\">BP</a>Follow the fall.</p><p><b>OPEC's above-mentioned production increase plan is a partial reversal from the \"production reduction of 2 million barrels per day\" at its last meeting, that is, the October meeting.</b>In October, OPEC +' s production reduction target was set for oil supply in November and December. The October production cut resolution had a smaller impact on global crude oil supplies than the headline figure, as several countries were already producing well below their quotas, and the analysis calculated the actual production cut to be about 880,000 bpd.</p><p><b>The timing for OPEC + to consider increasing production is unusual.</b>Usually, increasing production will make oil prices lower, but recently, the crude oil market has been quite sluggish. Last Friday, the curve of crude oil futures changed significantly, and the premium of crude oil futures appeared in the session, which was the first time in a year. Since 2022, WTI crude oil futures have been in a discount situation as a whole, reaching its peak in the second quarter. Since the end of July, the discount rate of crude oil in the far month has narrowed significantly, indicating that the expectation of relatively tight supply has obviously eased, and also highlighting that the oil price trend is obviously weaker than that in the first half of the year.</p><p><b>Although it seems \"incredible\" to increase production during the downturn in oil prices, there are several important factors that support OPEC's consideration of increasing production. These include the approaching price ceiling of the Group of Seven (G7) for Russian oil, the easing of tensions between the United States and Saudi Arabia, the peak of seasonal oil demand in winter, and the call for increased production within OPEC.</b></p><p><b>However, Saudi Arabia has since denied relevant media reports.</b>The Saudis also said they were ready to cut production further if necessary. Saudi Energy Minister Abdulaziz bin Salman said in a statement via the Saudi Press Agency:<b>\"OPEC +' s current practice of cutting production by 2 million barrels per day will continue until the end of 2023. If further steps are needed to balance supply and demand through production cuts, we stand ready to intervene.\"</b></p><p><b>The UAE's energy minister subsequently denied media reports,</b>Stated that it is in discussions with other OPEC + members on changes to the production reduction agreement valid until the end of 2023, remains committed to OPEC +' s goal of balancing the oil market and will support any decision to achieve this goal.</p><p><b>The decline in oil prices narrowed sharply, and all lost ground was once recovered in the session. U.S. oil rebounded above $80, compared to Monday's intraday low of just $75.27.</b></p><p><img src=\"https://static.tigerbbs.com/5d7125fb4318ccfe3234526997a52c84\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/><b>G7 price cap on Russian oil</b></p><p><b>This week, the G7 is about to announce a price cap on Russian oil exports, and the related restrictions are expected to take effect from December 5th.</b>Previous news generally pointed to the price ceiling of Russian oil or between 40-60 USD per barrel, which is basically equal to the cost of Russian oil production before the outbreak of the Russia-Ukraine conflict, but many people familiar with the matter said it may be higher than this level. Russia has said it will not sell oil to any country participating in the price cap.</p><p>Market analysts expect that the price ceiling of G7 on Russian oil will potentially squeeze Russian crude oil out of the market and make oil prices rise.</p><p>If OPEC + increases production, it will be a supplement to Russian crude oil supply. Saudi Energy Minister Abdulaziz bin Salman said last month in response to the looming Russian oil shortage that the kingdom would supply oil to everyone who needed it. Market participants pointed out that OPEC members have signaled to Western countries that they will step up if Russian crude oil production falls.</p><p><b>The easing of US-Saudi tensions</b></p><p>OPEC's previous decision to cut production in October angered the United States. Since the beginning of this year, the Biden administration has struggled to seek to lower oil prices to combat high inflation in the United States. At a time when the Biden administration most needed to cut oil prices before the midterm elections, OPEC chose to cut production at that time, which was accused of \"politicization\". Market participants pointed out that the relevant decision was beneficial to Russia. However, Saudi Arabia insisted that the production cuts were not meant to support Russia. The cuts were due to signs of a global economic slowdown and possible weakness in oil demand.</p><p>No matter how Saudi Arabia \"justifies\" production cuts, relations between Saudi Arabia and the United States have fallen to a trough due to differences over oil production.<b>If OPEC increases production, it will help repair its differences with the United States.</b></p><p>A few days before the news came out that OPEC was considering increasing crude oil production by up to 500,000 barrels per day, according to CCTV News, the US government said that the Saudi Crown Prince enjoyed immunity in the Khashoggi case. On November 18, local time, the U.S. government decided to<a href=\"https://laohu8.com/S/WPO\">The Washington Post</a>Saudi Crown Prince Mohammed should enjoy immunity in a lawsuit filed by the fiancee of reporter Jamal Khashoggi against Saudi Crown Prince Mohammed. Previously, it was suggested that Mohammed was suspected of being involved in the murder of Jamal Khashoggi.</p><p><b>Peak seasonal oil demand in winter</b></p><p>OPEC representatives also said that the increase in crude oil production currently under consideration is a response to the increase in oil consumption in winter.<b>Typically, oil consumption increases during the winter months.</b>Oil demand is expected to increase by 1.69 million barrels per day to 101.3 million barrels per day in the first quarter of next year compared to the 2022 average.</p><p><b>Calls for increased production within OPEC</b></p><p>Another factor driving increased production is that,<b>The two main OPEC members, Iraq and the UAE, both want to produce more oil.</b>Both countries are pushing OPEC to allow them to raise daily production caps, which, if approved, would increase oil production.</p><p>The UAE has long pushed to raise its production quota, which was rejected by Saudi Arabia. The UAE's strategy: sell as much crude as possible before demand for oil dries up. Iraq, OPEC's second-largest crude producer, said earlier this month that Prime Minister Mohammed Shia' al-Sudani would discuss the new quota with other member states at the next meeting.</p><p>Discussions on OPEC's production quotas have been on hold for months. Delegates said the idea faces opposition from some member states because many are unable to meet their current targets, raising quotas for other countries with high capacity, potentially raising political questions.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Overnight, a news stirred the international oil price \"upside down\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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: 12.5px; color: #7E829C; margin: 0;}\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\">\nOvernight, a news stirred the international oil price \"upside down\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-11-22 07:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: According to media reports, Saudi Arabia and other OPEC members are considering increasing production by up to 500,000 barrels per day. Oil prices plummeted, falling 6% at one point. However, Saudi Arabia has since denied relevant reports. The Saudi Energy Minister said that the current practice of reducing production by 2 million barrels per day will continue until the end of 2023, and it is ready to reduce production further if necessary. The decline in oil prices narrowed sharply, once recovering all lost ground. According to media reports,<b>Saudi Arabia and other OPEC members are considering increasing crude oil production by up to 500,000 barrels per day. OPEC + will meet on December 4.</b></p><p>Affected by the news, the oil price dropped rapidly and continued to expand. The intraday decline of international oil price expanded to 6%. WTI crude oil futures were reported at 75.30 USD/barrel and Brent oil was reported at 82.36 USD/barrel. Affected by the sharp drop in international oil prices, energy stocks generally fell.<a href=\"https://laohu8.com/S/MUR\">Murphy Oil</a>Down more than 5%, Buffett's heavy position<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>It once fell by more than 6% in the session,<a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>、<a href=\"https://laohu8.com/S/BP\">BP</a>Follow the fall.</p><p><b>OPEC's above-mentioned production increase plan is a partial reversal from the \"production reduction of 2 million barrels per day\" at its last meeting, that is, the October meeting.</b>In October, OPEC +' s production reduction target was set for oil supply in November and December. The October production cut resolution had a smaller impact on global crude oil supplies than the headline figure, as several countries were already producing well below their quotas, and the analysis calculated the actual production cut to be about 880,000 bpd.</p><p><b>The timing for OPEC + to consider increasing production is unusual.</b>Usually, increasing production will make oil prices lower, but recently, the crude oil market has been quite sluggish. Last Friday, the curve of crude oil futures changed significantly, and the premium of crude oil futures appeared in the session, which was the first time in a year. Since 2022, WTI crude oil futures have been in a discount situation as a whole, reaching its peak in the second quarter. Since the end of July, the discount rate of crude oil in the far month has narrowed significantly, indicating that the expectation of relatively tight supply has obviously eased, and also highlighting that the oil price trend is obviously weaker than that in the first half of the year.</p><p><b>Although it seems \"incredible\" to increase production during the downturn in oil prices, there are several important factors that support OPEC's consideration of increasing production. These include the approaching price ceiling of the Group of Seven (G7) for Russian oil, the easing of tensions between the United States and Saudi Arabia, the peak of seasonal oil demand in winter, and the call for increased production within OPEC.</b></p><p><b>However, Saudi Arabia has since denied relevant media reports.</b>The Saudis also said they were ready to cut production further if necessary. Saudi Energy Minister Abdulaziz bin Salman said in a statement via the Saudi Press Agency:<b>\"OPEC +' s current practice of cutting production by 2 million barrels per day will continue until the end of 2023. If further steps are needed to balance supply and demand through production cuts, we stand ready to intervene.\"</b></p><p><b>The UAE's energy minister subsequently denied media reports,</b>Stated that it is in discussions with other OPEC + members on changes to the production reduction agreement valid until the end of 2023, remains committed to OPEC +' s goal of balancing the oil market and will support any decision to achieve this goal.</p><p><b>The decline in oil prices narrowed sharply, and all lost ground was once recovered in the session. U.S. oil rebounded above $80, compared to Monday's intraday low of just $75.27.</b></p><p><img src=\"https://static.tigerbbs.com/5d7125fb4318ccfe3234526997a52c84\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/><b>G7 price cap on Russian oil</b></p><p><b>This week, the G7 is about to announce a price cap on Russian oil exports, and the related restrictions are expected to take effect from December 5th.</b>Previous news generally pointed to the price ceiling of Russian oil or between 40-60 USD per barrel, which is basically equal to the cost of Russian oil production before the outbreak of the Russia-Ukraine conflict, but many people familiar with the matter said it may be higher than this level. Russia has said it will not sell oil to any country participating in the price cap.</p><p>Market analysts expect that the price ceiling of G7 on Russian oil will potentially squeeze Russian crude oil out of the market and make oil prices rise.</p><p>If OPEC + increases production, it will be a supplement to Russian crude oil supply. Saudi Energy Minister Abdulaziz bin Salman said last month in response to the looming Russian oil shortage that the kingdom would supply oil to everyone who needed it. Market participants pointed out that OPEC members have signaled to Western countries that they will step up if Russian crude oil production falls.</p><p><b>The easing of US-Saudi tensions</b></p><p>OPEC's previous decision to cut production in October angered the United States. Since the beginning of this year, the Biden administration has struggled to seek to lower oil prices to combat high inflation in the United States. At a time when the Biden administration most needed to cut oil prices before the midterm elections, OPEC chose to cut production at that time, which was accused of \"politicization\". Market participants pointed out that the relevant decision was beneficial to Russia. However, Saudi Arabia insisted that the production cuts were not meant to support Russia. The cuts were due to signs of a global economic slowdown and possible weakness in oil demand.</p><p>No matter how Saudi Arabia \"justifies\" production cuts, relations between Saudi Arabia and the United States have fallen to a trough due to differences over oil production.<b>If OPEC increases production, it will help repair its differences with the United States.</b></p><p>A few days before the news came out that OPEC was considering increasing crude oil production by up to 500,000 barrels per day, according to CCTV News, the US government said that the Saudi Crown Prince enjoyed immunity in the Khashoggi case. On November 18, local time, the U.S. government decided to<a href=\"https://laohu8.com/S/WPO\">The Washington Post</a>Saudi Crown Prince Mohammed should enjoy immunity in a lawsuit filed by the fiancee of reporter Jamal Khashoggi against Saudi Crown Prince Mohammed. Previously, it was suggested that Mohammed was suspected of being involved in the murder of Jamal Khashoggi.</p><p><b>Peak seasonal oil demand in winter</b></p><p>OPEC representatives also said that the increase in crude oil production currently under consideration is a response to the increase in oil consumption in winter.<b>Typically, oil consumption increases during the winter months.</b>Oil demand is expected to increase by 1.69 million barrels per day to 101.3 million barrels per day in the first quarter of next year compared to the 2022 average.</p><p><b>Calls for increased production within OPEC</b></p><p>Another factor driving increased production is that,<b>The two main OPEC members, Iraq and the UAE, both want to produce more oil.</b>Both countries are pushing OPEC to allow them to raise daily production caps, which, if approved, would increase oil production.</p><p>The UAE has long pushed to raise its production quota, which was rejected by Saudi Arabia. The UAE's strategy: sell as much crude as possible before demand for oil dries up. Iraq, OPEC's second-largest crude producer, said earlier this month that Prime Minister Mohammed Shia' al-Sudani would discuss the new quota with other member states at the next meeting.</p><p>Discussions on OPEC's production quotas have been on hold for months. Delegates said the idea faces opposition from some member states because many are unable to meet their current targets, raising quotas for other countries with high capacity, potentially raising political questions.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3675551\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aa4a2187b267c2b09c55779e0a8af4ab","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3675551","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127272004","content_text":"摘要：据媒体报道，沙特和其他OPEC成员国考虑增产至多50万桶/日。油价应声暴跌，一度跌6%。不过此后沙特否认相关报道，沙特能源大臣表示，目前每天减产200万桶的做法将持续到2023年底，随时准备在必要时进一步减产。油价跌幅大幅收窄，一度收复全部失地。据媒体报道，沙特和其他OPEC成员国考虑增产原油至多50万桶/日。OPEC+将于12月4日举行会议。受消息影响，油价跌幅迅速且持续扩大，国际油价盘中跌幅扩大至6%，WTI原油期货报75.30美元/桶，布油报82.36美元/桶。受国际油价大跌影响，能源股普跌。墨菲石油跌逾5%，巴菲特重仓的西方石油盘中一度跌超6%，马拉松石油、康菲石油、英国石油跟跌。OPEC的上述增产计划，是较其上次会议、也即10月会议上“减产200万桶/日”的部分逆转。10月时，OPEC+的减产目标是为11月和12月石油供应制定的。10月的减产决议对全球原油供应的影响小于标题数字，因为几个国家的石油产量已经远低于其配额，分析计算实际减产规模为约88万桶/日。OPEC+考虑增产的时点是不寻常的。通常，增产会令油价走低，而近日，原油市场走势已经相当低迷。上周五，原油期货的曲线出现重大变化，盘中出现原油期货升水状态，是一年来首次。2022年以来，WTI原油期货整体位于贴水态势，在二季度达到峰值。7月下旬以来，原油远月贴水幅度出现明显缩窄，表明供应相对偏紧的预期明显缓解，也凸显油价走势相比上半年，明显疲弱。虽然在油价低迷期增产看似“匪夷所思”，但有几大重要因素，支撑OPEC的这一增产考量。这其中包括，七国集团（G7）对俄油的价格上限将至，美沙紧张关系的缓和，冬季季节性用油需求高峰，以及OPEC内部要求增产的呼声。不过此后沙特否认相关媒体报道。沙特方面还表示，随时准备在必要时进一步减产。沙特能源大臣Abdulaziz bin Salman在通过沙特通讯社发表的一份声明中说：“OPEC+目前每天减产200万桶的做法将持续到2023年底。如果需要采取进一步措施，通过减产来平衡供需，我们随时准备进行干预。”阿联酋能源部长随后也否认媒体报道，表示正在与OPEC+其他成员国讨论关于变更有效期至2023年底减产协议的事宜，仍致力于OPEC+平衡石油市场的目标，并将支持实现这一目标的任何决定。油价跌幅大幅收窄，盘中一度收复全部失地。美油反弹至80美元上方，而周一盘中低点仅为75.27美元。G7对俄油的价格上限本周，G7即将宣布俄罗斯石油出口价格上限，相关限制预计将于12月5日起生效。此前的消息普遍指向俄油的价格上限或在每桶40-60美元之间，基本等于俄乌冲突爆发之前俄罗斯的石油生产成本，不过多位知情人士称可能会高于这一水平。俄罗斯已表示，不会向任何参与价格上限的国家出售石油。市场分析人士预计，G7对俄油的价格上限，会潜在将俄罗斯原油挤出市场，令油价走高。OPEC+如果增产，将是对俄罗斯原油供给的补充。沙特能源部长Abdulaziz bin Salman上个月在回应迫在眉睫的俄罗斯石油短缺问题时表示，沙特将向所有需要的人供应石油。市场人士指出，OPEC成员国已向西方国家发出信号，如果俄罗斯原油产量下降，他们将加紧行动。美沙紧张关系的缓和OPEC之前10月的减产决议，激怒美国。今年以来，拜登政府努力寻求降低油价，以对抗美国高企的通胀。在拜登政府最需要的中期选举前降油价之际，OPEC当时选择减产，被指“政治化”，市场人士指出，相关决定有利于俄罗斯。不过沙特方面坚称，减产并不是为了支持俄罗斯，减产是由于全球经济出现放缓迹象，石油需求可能疲软。无论沙特怎样为减产“正名”，由于石油生产上的分歧，沙特和美国的关系跌至低谷。OPEC如果增产，有助于修复与美国的分歧。在OPEC考虑增产至多50万桶/日原油消息出来的前几天，据央视新闻报道，美国政府称沙特王储在卡舒吉案中享有豁免权。当地时间11月18日，美国政府决定，在《华盛顿邮报》记者贾迈勒·卡舒吉的未婚妻对沙特王储穆罕默德提起的诉讼中，沙特王储穆罕默德应该享有豁免权。此前，有人认为穆罕默德涉嫌参与对贾迈勒·卡舒吉的谋杀案。冬季季节性用油需求高峰OPEC代表们还表示，当前考虑的原油增产，是对冬季石油消费量将增加的回应。通常，石油消费量在冬季都会有所增加。与2022年的平均水平相比，预计明年第一季度石油需求将增加169万桶/日，达到1.013亿桶/日。OPEC内部要求增产的呼声另一个推动增产的因素是，OPEC的两个主要成员国伊拉克和阿联酋均希望生产更多石油。这两个国家都在推动OPEC允许他们提高日产量上限，倘若获得批准，这会增加石油产量。阿联酋长期以来一直在推动提高其产量配额，但遭到沙特的拒绝。阿联酋的策略是：在石油需求枯竭之前，尽可能多地出售原油。伊拉克是OPEC的第二大原油生产国，本月早些时候，伊拉克总理Mohammed Shia’ al-Sudani表示，将在下一次会议上与其他成员国讨论新的配额。关于OPEC生产配额的讨论已搁置数月。代表们表示，这一想法面临一些成员国的反对，因为许多国家无法实现他们目前的目标，提高产能高的其他国家的配额，可能会引发政治问题。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9968917499,"gmtCreate":1669095211311,"gmtModify":1676538151277,"author":{"id":"4105508923426930","authorId":"4105508923426930","name":"janischu","avatar":"https://community-static.tradeup.com/news/e420c95bfddf25e2135cef43ad2a223a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4105508923426930","idStr":"4105508923426930"},"themes":[],"htmlText":" ","listText":" ","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9968917499","repostId":"1127272004","repostType":4,"repost":{"id":"1127272004","kind":"news","pubTimestamp":1669074315,"share":"https://ttm.financial/m/news/1127272004?lang=en_US&edition=fundamental","pubTime":"2022-11-22 07:45","market":"hk","language":"zh","title":"Overnight, a news stirred the international oil price \"upside down\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1127272004","media":"华尔街见闻","summary":"摘要：据媒体报道，沙特和其他OPEC成员国考虑增产至多50万桶/日。油价应声暴跌，一度跌6%。不过此后沙特否认相关报道，沙特能源大臣表示，目前每天减产200万桶的做法将持续到2023年底，随时准备在必","content":"<p><html><head></head><body>Abstract: According to media reports, Saudi Arabia and other OPEC members are considering increasing production by up to 500,000 barrels per day. Oil prices plummeted, falling 6% at one point. However, Saudi Arabia has since denied relevant reports. The Saudi Energy Minister said that the current practice of reducing production by 2 million barrels per day will continue until the end of 2023, and it is ready to reduce production further if necessary. The decline in oil prices narrowed sharply, once recovering all lost ground. According to media reports,<b>Saudi Arabia and other OPEC members are considering increasing crude oil production by up to 500,000 barrels per day. OPEC + will meet on December 4.</b></p><p>Affected by the news, the oil price dropped rapidly and continued to expand. The intraday decline of international oil price expanded to 6%. WTI crude oil futures were reported at 75.30 USD/barrel and Brent oil was reported at 82.36 USD/barrel. Affected by the sharp drop in international oil prices, energy stocks generally fell.<a href=\"https://laohu8.com/S/MUR\">Murphy Oil</a>Down more than 5%, Buffett's heavy position<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>It once fell by more than 6% in the session,<a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>、<a href=\"https://laohu8.com/S/BP\">BP</a>Follow the fall.</p><p><b>OPEC's above-mentioned production increase plan is a partial reversal from the \"production reduction of 2 million barrels per day\" at its last meeting, that is, the October meeting.</b>In October, OPEC +' s production reduction target was set for oil supply in November and December. The October production cut resolution had a smaller impact on global crude oil supplies than the headline figure, as several countries were already producing well below their quotas, and the analysis calculated the actual production cut to be about 880,000 bpd.</p><p><b>The timing for OPEC + to consider increasing production is unusual.</b>Usually, increasing production will make oil prices lower, but recently, the crude oil market has been quite sluggish. Last Friday, the curve of crude oil futures changed significantly, and the premium of crude oil futures appeared in the session, which was the first time in a year. Since 2022, WTI crude oil futures have been in a discount situation as a whole, reaching its peak in the second quarter. Since the end of July, the discount rate of crude oil in the far month has narrowed significantly, indicating that the expectation of relatively tight supply has obviously eased, and also highlighting that the oil price trend is obviously weaker than that in the first half of the year.</p><p><b>Although it seems \"incredible\" to increase production during the downturn in oil prices, there are several important factors that support OPEC's consideration of increasing production. These include the approaching price ceiling of the Group of Seven (G7) for Russian oil, the easing of tensions between the United States and Saudi Arabia, the peak of seasonal oil demand in winter, and the call for increased production within OPEC.</b></p><p><b>However, Saudi Arabia has since denied relevant media reports.</b>The Saudis also said they were ready to cut production further if necessary. Saudi Energy Minister Abdulaziz bin Salman said in a statement via the Saudi Press Agency:<b>\"OPEC +' s current practice of cutting production by 2 million barrels per day will continue until the end of 2023. If further steps are needed to balance supply and demand through production cuts, we stand ready to intervene.\"</b></p><p><b>The UAE's energy minister subsequently denied media reports,</b>Stated that it is in discussions with other OPEC + members on changes to the production reduction agreement valid until the end of 2023, remains committed to OPEC +' s goal of balancing the oil market and will support any decision to achieve this goal.</p><p><b>The decline in oil prices narrowed sharply, and all lost ground was once recovered in the session. U.S. oil rebounded above $80, compared to Monday's intraday low of just $75.27.</b></p><p><img src=\"https://static.tigerbbs.com/5d7125fb4318ccfe3234526997a52c84\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/><b>G7 price cap on Russian oil</b></p><p><b>This week, the G7 is about to announce a price cap on Russian oil exports, and the related restrictions are expected to take effect from December 5th.</b>Previous news generally pointed to the price ceiling of Russian oil or between 40-60 USD per barrel, which is basically equal to the cost of Russian oil production before the outbreak of the Russia-Ukraine conflict, but many people familiar with the matter said it may be higher than this level. Russia has said it will not sell oil to any country participating in the price cap.</p><p>Market analysts expect that the price ceiling of G7 on Russian oil will potentially squeeze Russian crude oil out of the market and make oil prices rise.</p><p>If OPEC + increases production, it will be a supplement to Russian crude oil supply. Saudi Energy Minister Abdulaziz bin Salman said last month in response to the looming Russian oil shortage that the kingdom would supply oil to everyone who needed it. Market participants pointed out that OPEC members have signaled to Western countries that they will step up if Russian crude oil production falls.</p><p><b>The easing of US-Saudi tensions</b></p><p>OPEC's previous decision to cut production in October angered the United States. Since the beginning of this year, the Biden administration has struggled to seek to lower oil prices to combat high inflation in the United States. At a time when the Biden administration most needed to cut oil prices before the midterm elections, OPEC chose to cut production at that time, which was accused of \"politicization\". Market participants pointed out that the relevant decision was beneficial to Russia. However, Saudi Arabia insisted that the production cuts were not meant to support Russia. The cuts were due to signs of a global economic slowdown and possible weakness in oil demand.</p><p>No matter how Saudi Arabia \"justifies\" production cuts, relations between Saudi Arabia and the United States have fallen to a trough due to differences over oil production.<b>If OPEC increases production, it will help repair its differences with the United States.</b></p><p>A few days before the news came out that OPEC was considering increasing crude oil production by up to 500,000 barrels per day, according to CCTV News, the US government said that the Saudi Crown Prince enjoyed immunity in the Khashoggi case. On November 18, local time, the U.S. government decided to<a href=\"https://laohu8.com/S/WPO\">The Washington Post</a>Saudi Crown Prince Mohammed should enjoy immunity in a lawsuit filed by the fiancee of reporter Jamal Khashoggi against Saudi Crown Prince Mohammed. Previously, it was suggested that Mohammed was suspected of being involved in the murder of Jamal Khashoggi.</p><p><b>Peak seasonal oil demand in winter</b></p><p>OPEC representatives also said that the increase in crude oil production currently under consideration is a response to the increase in oil consumption in winter.<b>Typically, oil consumption increases during the winter months.</b>Oil demand is expected to increase by 1.69 million barrels per day to 101.3 million barrels per day in the first quarter of next year compared to the 2022 average.</p><p><b>Calls for increased production within OPEC</b></p><p>Another factor driving increased production is that,<b>The two main OPEC members, Iraq and the UAE, both want to produce more oil.</b>Both countries are pushing OPEC to allow them to raise daily production caps, which, if approved, would increase oil production.</p><p>The UAE has long pushed to raise its production quota, which was rejected by Saudi Arabia. The UAE's strategy: sell as much crude as possible before demand for oil dries up. Iraq, OPEC's second-largest crude producer, said earlier this month that Prime Minister Mohammed Shia' al-Sudani would discuss the new quota with other member states at the next meeting.</p><p>Discussions on OPEC's production quotas have been on hold for months. Delegates said the idea faces opposition from some member states because many are unable to meet their current targets, raising quotas for other countries with high capacity, potentially raising political questions.</p><p></body></html></p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Overnight, a news stirred the international oil price \"upside down\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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: 12.5px; color: #7E829C; margin: 0;}\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\">\nOvernight, a news stirred the international oil price \"upside down\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-11-22 07:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: According to media reports, Saudi Arabia and other OPEC members are considering increasing production by up to 500,000 barrels per day. Oil prices plummeted, falling 6% at one point. However, Saudi Arabia has since denied relevant reports. The Saudi Energy Minister said that the current practice of reducing production by 2 million barrels per day will continue until the end of 2023, and it is ready to reduce production further if necessary. The decline in oil prices narrowed sharply, once recovering all lost ground. According to media reports,<b>Saudi Arabia and other OPEC members are considering increasing crude oil production by up to 500,000 barrels per day. OPEC + will meet on December 4.</b></p><p>Affected by the news, the oil price dropped rapidly and continued to expand. The intraday decline of international oil price expanded to 6%. WTI crude oil futures were reported at 75.30 USD/barrel and Brent oil was reported at 82.36 USD/barrel. Affected by the sharp drop in international oil prices, energy stocks generally fell.<a href=\"https://laohu8.com/S/MUR\">Murphy Oil</a>Down more than 5%, Buffett's heavy position<a href=\"https://laohu8.com/S/OXY\">Occidental Petroleum</a>It once fell by more than 6% in the session,<a href=\"https://laohu8.com/S/MRO\">Marathon Oil</a>、<a href=\"https://laohu8.com/S/COP\">ConocoPhillips</a>、<a href=\"https://laohu8.com/S/BP\">BP</a>Follow the fall.</p><p><b>OPEC's above-mentioned production increase plan is a partial reversal from the \"production reduction of 2 million barrels per day\" at its last meeting, that is, the October meeting.</b>In October, OPEC +' s production reduction target was set for oil supply in November and December. The October production cut resolution had a smaller impact on global crude oil supplies than the headline figure, as several countries were already producing well below their quotas, and the analysis calculated the actual production cut to be about 880,000 bpd.</p><p><b>The timing for OPEC + to consider increasing production is unusual.</b>Usually, increasing production will make oil prices lower, but recently, the crude oil market has been quite sluggish. Last Friday, the curve of crude oil futures changed significantly, and the premium of crude oil futures appeared in the session, which was the first time in a year. Since 2022, WTI crude oil futures have been in a discount situation as a whole, reaching its peak in the second quarter. Since the end of July, the discount rate of crude oil in the far month has narrowed significantly, indicating that the expectation of relatively tight supply has obviously eased, and also highlighting that the oil price trend is obviously weaker than that in the first half of the year.</p><p><b>Although it seems \"incredible\" to increase production during the downturn in oil prices, there are several important factors that support OPEC's consideration of increasing production. These include the approaching price ceiling of the Group of Seven (G7) for Russian oil, the easing of tensions between the United States and Saudi Arabia, the peak of seasonal oil demand in winter, and the call for increased production within OPEC.</b></p><p><b>However, Saudi Arabia has since denied relevant media reports.</b>The Saudis also said they were ready to cut production further if necessary. Saudi Energy Minister Abdulaziz bin Salman said in a statement via the Saudi Press Agency:<b>\"OPEC +' s current practice of cutting production by 2 million barrels per day will continue until the end of 2023. If further steps are needed to balance supply and demand through production cuts, we stand ready to intervene.\"</b></p><p><b>The UAE's energy minister subsequently denied media reports,</b>Stated that it is in discussions with other OPEC + members on changes to the production reduction agreement valid until the end of 2023, remains committed to OPEC +' s goal of balancing the oil market and will support any decision to achieve this goal.</p><p><b>The decline in oil prices narrowed sharply, and all lost ground was once recovered in the session. U.S. oil rebounded above $80, compared to Monday's intraday low of just $75.27.</b></p><p><img src=\"https://static.tigerbbs.com/5d7125fb4318ccfe3234526997a52c84\" tg-width=\"640\" tg-height=\"426\" referrerpolicy=\"no-referrer\"/><b>G7 price cap on Russian oil</b></p><p><b>This week, the G7 is about to announce a price cap on Russian oil exports, and the related restrictions are expected to take effect from December 5th.</b>Previous news generally pointed to the price ceiling of Russian oil or between 40-60 USD per barrel, which is basically equal to the cost of Russian oil production before the outbreak of the Russia-Ukraine conflict, but many people familiar with the matter said it may be higher than this level. Russia has said it will not sell oil to any country participating in the price cap.</p><p>Market analysts expect that the price ceiling of G7 on Russian oil will potentially squeeze Russian crude oil out of the market and make oil prices rise.</p><p>If OPEC + increases production, it will be a supplement to Russian crude oil supply. Saudi Energy Minister Abdulaziz bin Salman said last month in response to the looming Russian oil shortage that the kingdom would supply oil to everyone who needed it. Market participants pointed out that OPEC members have signaled to Western countries that they will step up if Russian crude oil production falls.</p><p><b>The easing of US-Saudi tensions</b></p><p>OPEC's previous decision to cut production in October angered the United States. Since the beginning of this year, the Biden administration has struggled to seek to lower oil prices to combat high inflation in the United States. At a time when the Biden administration most needed to cut oil prices before the midterm elections, OPEC chose to cut production at that time, which was accused of \"politicization\". Market participants pointed out that the relevant decision was beneficial to Russia. However, Saudi Arabia insisted that the production cuts were not meant to support Russia. The cuts were due to signs of a global economic slowdown and possible weakness in oil demand.</p><p>No matter how Saudi Arabia \"justifies\" production cuts, relations between Saudi Arabia and the United States have fallen to a trough due to differences over oil production.<b>If OPEC increases production, it will help repair its differences with the United States.</b></p><p>A few days before the news came out that OPEC was considering increasing crude oil production by up to 500,000 barrels per day, according to CCTV News, the US government said that the Saudi Crown Prince enjoyed immunity in the Khashoggi case. On November 18, local time, the U.S. government decided to<a href=\"https://laohu8.com/S/WPO\">The Washington Post</a>Saudi Crown Prince Mohammed should enjoy immunity in a lawsuit filed by the fiancee of reporter Jamal Khashoggi against Saudi Crown Prince Mohammed. Previously, it was suggested that Mohammed was suspected of being involved in the murder of Jamal Khashoggi.</p><p><b>Peak seasonal oil demand in winter</b></p><p>OPEC representatives also said that the increase in crude oil production currently under consideration is a response to the increase in oil consumption in winter.<b>Typically, oil consumption increases during the winter months.</b>Oil demand is expected to increase by 1.69 million barrels per day to 101.3 million barrels per day in the first quarter of next year compared to the 2022 average.</p><p><b>Calls for increased production within OPEC</b></p><p>Another factor driving increased production is that,<b>The two main OPEC members, Iraq and the UAE, both want to produce more oil.</b>Both countries are pushing OPEC to allow them to raise daily production caps, which, if approved, would increase oil production.</p><p>The UAE has long pushed to raise its production quota, which was rejected by Saudi Arabia. The UAE's strategy: sell as much crude as possible before demand for oil dries up. Iraq, OPEC's second-largest crude producer, said earlier this month that Prime Minister Mohammed Shia' al-Sudani would discuss the new quota with other member states at the next meeting.</p><p>Discussions on OPEC's production quotas have been on hold for months. Delegates said the idea faces opposition from some member states because many are unable to meet their current targets, raising quotas for other countries with high capacity, potentially raising political questions.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3675551\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aa4a2187b267c2b09c55779e0a8af4ab","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3675551","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127272004","content_text":"摘要：据媒体报道，沙特和其他OPEC成员国考虑增产至多50万桶/日。油价应声暴跌，一度跌6%。不过此后沙特否认相关报道，沙特能源大臣表示，目前每天减产200万桶的做法将持续到2023年底，随时准备在必要时进一步减产。油价跌幅大幅收窄，一度收复全部失地。据媒体报道，沙特和其他OPEC成员国考虑增产原油至多50万桶/日。OPEC+将于12月4日举行会议。受消息影响，油价跌幅迅速且持续扩大，国际油价盘中跌幅扩大至6%，WTI原油期货报75.30美元/桶，布油报82.36美元/桶。受国际油价大跌影响，能源股普跌。墨菲石油跌逾5%，巴菲特重仓的西方石油盘中一度跌超6%，马拉松石油、康菲石油、英国石油跟跌。OPEC的上述增产计划，是较其上次会议、也即10月会议上“减产200万桶/日”的部分逆转。10月时，OPEC+的减产目标是为11月和12月石油供应制定的。10月的减产决议对全球原油供应的影响小于标题数字，因为几个国家的石油产量已经远低于其配额，分析计算实际减产规模为约88万桶/日。OPEC+考虑增产的时点是不寻常的。通常，增产会令油价走低，而近日，原油市场走势已经相当低迷。上周五，原油期货的曲线出现重大变化，盘中出现原油期货升水状态，是一年来首次。2022年以来，WTI原油期货整体位于贴水态势，在二季度达到峰值。7月下旬以来，原油远月贴水幅度出现明显缩窄，表明供应相对偏紧的预期明显缓解，也凸显油价走势相比上半年，明显疲弱。虽然在油价低迷期增产看似“匪夷所思”，但有几大重要因素，支撑OPEC的这一增产考量。这其中包括，七国集团（G7）对俄油的价格上限将至，美沙紧张关系的缓和，冬季季节性用油需求高峰，以及OPEC内部要求增产的呼声。不过此后沙特否认相关媒体报道。沙特方面还表示，随时准备在必要时进一步减产。沙特能源大臣Abdulaziz bin Salman在通过沙特通讯社发表的一份声明中说：“OPEC+目前每天减产200万桶的做法将持续到2023年底。如果需要采取进一步措施，通过减产来平衡供需，我们随时准备进行干预。”阿联酋能源部长随后也否认媒体报道，表示正在与OPEC+其他成员国讨论关于变更有效期至2023年底减产协议的事宜，仍致力于OPEC+平衡石油市场的目标，并将支持实现这一目标的任何决定。油价跌幅大幅收窄，盘中一度收复全部失地。美油反弹至80美元上方，而周一盘中低点仅为75.27美元。G7对俄油的价格上限本周，G7即将宣布俄罗斯石油出口价格上限，相关限制预计将于12月5日起生效。此前的消息普遍指向俄油的价格上限或在每桶40-60美元之间，基本等于俄乌冲突爆发之前俄罗斯的石油生产成本，不过多位知情人士称可能会高于这一水平。俄罗斯已表示，不会向任何参与价格上限的国家出售石油。市场分析人士预计，G7对俄油的价格上限，会潜在将俄罗斯原油挤出市场，令油价走高。OPEC+如果增产，将是对俄罗斯原油供给的补充。沙特能源部长Abdulaziz bin Salman上个月在回应迫在眉睫的俄罗斯石油短缺问题时表示，沙特将向所有需要的人供应石油。市场人士指出，OPEC成员国已向西方国家发出信号，如果俄罗斯原油产量下降，他们将加紧行动。美沙紧张关系的缓和OPEC之前10月的减产决议，激怒美国。今年以来，拜登政府努力寻求降低油价，以对抗美国高企的通胀。在拜登政府最需要的中期选举前降油价之际，OPEC当时选择减产，被指“政治化”，市场人士指出，相关决定有利于俄罗斯。不过沙特方面坚称，减产并不是为了支持俄罗斯，减产是由于全球经济出现放缓迹象，石油需求可能疲软。无论沙特怎样为减产“正名”，由于石油生产上的分歧，沙特和美国的关系跌至低谷。OPEC如果增产，有助于修复与美国的分歧。在OPEC考虑增产至多50万桶/日原油消息出来的前几天，据央视新闻报道，美国政府称沙特王储在卡舒吉案中享有豁免权。当地时间11月18日，美国政府决定，在《华盛顿邮报》记者贾迈勒·卡舒吉的未婚妻对沙特王储穆罕默德提起的诉讼中，沙特王储穆罕默德应该享有豁免权。此前，有人认为穆罕默德涉嫌参与对贾迈勒·卡舒吉的谋杀案。冬季季节性用油需求高峰OPEC代表们还表示，当前考虑的原油增产，是对冬季石油消费量将增加的回应。通常，石油消费量在冬季都会有所增加。与2022年的平均水平相比，预计明年第一季度石油需求将增加169万桶/日，达到1.013亿桶/日。OPEC内部要求增产的呼声另一个推动增产的因素是，OPEC的两个主要成员国伊拉克和阿联酋均希望生产更多石油。这两个国家都在推动OPEC允许他们提高日产量上限，倘若获得批准，这会增加石油产量。阿联酋长期以来一直在推动提高其产量配额，但遭到沙特的拒绝。阿联酋的策略是：在石油需求枯竭之前，尽可能多地出售原油。伊拉克是OPEC的第二大原油生产国，本月早些时候，伊拉克总理Mohammed Shia’ al-Sudani表示，将在下一次会议上与其他成员国讨论新的配额。关于OPEC生产配额的讨论已搁置数月。代表们表示，这一想法面临一些成员国的反对，因为许多国家无法实现他们目前的目标，提高产能高的其他国家的配额，可能会引发政治问题。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}