石油圈中国石化新闻网讯 据彭博社11月8日消息称，俄罗斯的石油工业正感受到可能恢复生产上限的压力。事实上，通过牺牲一小部分产出，这些公司可以看到他们的股票上涨。 新的产量限制可能会推高原油价格，使俄罗斯生产商受益，就像去年开始的减产一样。自欧佩克与俄罗斯之间两年前达成最初的产量协议以来，莫斯科石油和天然气指数已上涨超过36％。 欧佩克表示，鉴于美国页岩油产量再次飙升，油价将出现回落，明年它们将考虑恢复减产。据知情人士透露，俄罗斯石油公司周四将与能源部长亚历山大诺瓦克会面，就明年的投资计划交换意见。 莫斯科Aton LLC分析师亚历山大·科尔尼洛夫表示：“历史表明，我们能够将减产转为优势。” “如果我们看看俄罗斯石油和天然气指数自2016年起如何变动，当时俄罗斯首次与欧佩克就减产达成一致，一切都变得清晰起来。” 据知情人士称，周一，诺瓦克和沙特能源部长哈立德·法利赫讨论了本周末欧佩克及其盟友在阿布扎比举行的会议议程。这位官员表示，虽然有人说该组织将考虑重新限制供应，但俄罗斯还没有准备好做出这样的决定 据Sputnik资产管理公司首席执行官亚历山大·洛塞夫称，任何能够将原油价格稳定在当前水平以上的欧佩克+协议都将使俄罗斯石油公司受益。 今年6月，俄罗斯与欧佩克(OPEC)达成了放松产量上限的协议，此后，俄罗斯原油日产量已升至1140万桶，创苏联解体后的最高纪录。这次提价主要是由国有石油巨头俄罗斯石油公司（Rosneft PJSC）推动的，该公司本周称其产量可能在2019年再增加4％。 关于任何新产出上限，Raiffeisen Centrobank分析师安德烈·波利斯丘克说：“我认为不会有太大的影响。”他补充说明年不会比2018年更糟糕。“对俄罗斯大型石油公司来说，现实可能没有那么严峻。“ 陈菲 摘译自 彭博社 原文如下： Russian Oil May Gain a Lot by Giving a Little on OPEC U-Turn Russia’s oil industry is feeling the pressure of a possible return of production caps. In fact, by sacrificing a fraction of output, the companies could see their stocks rise. Fresh output curbs may push crude prices up, benefiting Russian producers just as they did during the cuts that began last year. The Moscow Oil & Gas Index has gained more than 36 percent since the initial output pact between OPEC and Russia was reached almost two years ago. The Organization of Petroleum Exporting Countries has signaled it will consider a return to cutting supply next year as oil prices wilt in the face of another surge in U.S. shale production. Russian oil bosses will now meet with Energy Minister Alexander Novak on Thursday to share their views as they put together investment plans for next year, according to people familiar with the matter. “History shows that we are able to turn production cuts to our advantage,” said Alexander Kornilov, an Aton LLC analyst in Moscow. “If we look at how the Russian oil and gas index has moved since 2016 — when the country first agreed on production cuts with OPEC — everything becomes clear.” On Monday, Novak and Saudi Energy Minister Khalid Al-Falih discussed the agenda of a meeting scheduled for this weekend between OPEC and its allies in Abu Dhabi, an official familiar with the matter said. While there’s been talk that the group will consider renewed supply curbs, Russia isn’t yet ready to take such a decision, the official said. Any OPEC+ agreement that can stabilize crude prices above current levels will benefit Russian oil companies, according to Alexander Losev, chief executive officer of Sputnik Asset Management. Russian crude production has risen to a post-Soviet record of 11.4 million barrels a day following the country’s June agreement with OPEC to ease output caps. The hike was driven mainly by state oil giant Rosneft PJSC, which this week said its production might increase by a further 4 percent in 2019. With regard to the extent of any new output caps, “I believe they wouldn’t be that significant,” Raiffeisen Centrobank analyst Andrey Polischuk said, adding that next year would be no worse than 2018. “The reality may turn out not so grim for Russian big oil.”
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