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卡塔尔退出欧佩克并不“大吃一惊”

中国石化新闻网讯 据OGJ网12月4日消息 卡塔尔12月3日宣布,它将于2019年1月1日退出石油输出国组织,从而结束其57年石油生产国成员国的资格。卡塔尔在12月6日欧佩克会议之前宣布了这一决定,卡塔尔表示,它打算把重心放在天然气生产上。 伍德麦肯兹公司的研究分析师琳恩莫里斯·阿基耶米说:“这消息不应该是一个巨大的意外,卡塔尔是欧佩克中东地区最小的石油生产国,也是欧佩克第五小的石油生产国。其2018年的石油总产量估计为600000至650000桶/日,不到欧佩克石油产量的2%。” 宏观石油公司副总裁安·路易丝希特尔说:“卡塔尔的闲置产能很小,所以它的退出不会影响2019年市场石油供应量,也不会影响欧佩克明年减产的目标。”然而,欧佩克在面对市场怀疑欧佩克控制生产的能力时,确实需要推敲出一项协议。 对欧佩克来说,更为积极的是俄罗斯总统普京在阿根廷G20会议上的声明,即俄罗斯已同意与欧佩克合作,以确保在2019年期间根据需要限制生产。 希特尔说:“卡塔尔的退出与其说是对长达18个月的地区封锁做出的反应,不如说是它正努力把重心放在作为世界主要天然气生产国之一的地位上。欧佩克的小国在欧佩克的决策中扮演着相对平静的角色,卡塔尔也可能看到,由于没有加入海湾合作委员会(GCC),它从其成员国那里获得的利益可能更少。” 莫里斯·阿基耶米说:“自2017年4月解除对北油田开发的12年禁令以来,卡塔尔公布了雄心勃勃的计划,将天然气产能从7700万吨/年提高到1.1亿吨/年。卡塔尔退出欧佩克突显出该国在维持其在全球液化天然气市场中的位置的目标。” 王磊 摘译自 OGJ 原文如下: Qatar reported Dec. 3 it would withdraw from the Organization of Petroleum Exporting Countries on Jan. 1, 2019, putting an end to its 57-year membership of the oil producers’ cartel. Qatar, which said it intends to focus on its natural gas production, made the announcement ahead of the Dec. 6 OPEC meeting. Lynn Morris-Akinyemi, research analyst at Wood Mackenzie, said, “The news should not come as a huge surprise. Qatar is OPEC’s smallest Middle East oil producer, and the group’s fifth smallest producer overall. Its total 2018 oil production is estimated at 600,000-650,000 b/d, less than 2% of OPEC’s oil output.” Ann-Louise Hittle, vice-president, macro oils, said, “Qatar has minimal spare capacity so its exit won’t affect the volume of oil supply in the market during 2019 or risk OPEC’s goal of reducing output next year. However, it does come at a time when OPEC needs to hammer out a deal in the face of market scepticism in the cartel’s ability to control production. “More positive for OPEC is the statement from [Russian] President Vladimir Putin in Argentina at the G20 that Russia has agreed to cooperate with OPEC to ensure production restraint during 2019 as needed.” Hittle said, “Rather than being a reaction to the 18-month long regional blockade against it, Qatar’s withdrawal is more likely a result of its effort to focus on its place as one of the world’s leading gas producers. The smaller nations of OPEC have a relatively quiet role in the group’s decision-making and Qatar may also see that it has less to gain from its membership now that is not involved in the GCC.” Morris-Akinyemi said, “Since lifting the 12-year ban on development of the North Field in April 2017, Qatar unveiled ambitious plans to increase its LNG capacity from 77 million tonnes/year to 110 million tonnes/year. Qatar’s OPEC exit underlines the country’s aim to maintain its place in the global LNG market.”  

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