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欧佩克表示美国以外全球上游石油投资需回升

中国石化新闻网讯 据伦敦普氏能源资讯5月14日消息,石油输出国组织(OPEC,简称欧佩克)周一表示,对美国以外的石油行业缺乏上游投资感到担忧,尽管预计2018年非欧佩克原油供应增长将超过全球需求增长。 欧佩克在其密切关注的月度石油市场报告中,基本上保持了4月份以来的基本预测。欧佩克表示,非欧佩克成员国在2017年支出的新项目将较2014年减少42%。 欧佩克表示,如果没有美国致密油公司的贡献,这一比例将会降低。 欧佩克表示,“及时在项目实施上的支出是一个关键问题。”欧佩克最近几周表示,它将继续削减产量协议,甚至可能在2018年底之前将其延长,以鼓励更多的上游支出,尽管基本面收紧。 欧佩克表示,未来几年将需要新项目来填补潜在的供应缺口,需求预计将强劲。 该报告是在6月22日在维也纳召开的欧佩克下一次部长级会议上发布的。减产协议于2017年1月生效,在经历了两年多的激烈市场份额争夺战后,欧佩克和10个非欧佩克产油国(以俄罗斯为首)将削减180万桶的供应,以支撑油价,并减少全球石油储备过剩。 欧佩克在报告中预测,到2018年,非欧佩克国家的投资将仅增长3.5%,2019年将升至8.1%。其中很大一部分将来自美国页岩投资,预计2018年将增加20%,2019年将减少到16%。 欧佩克表示,到2018年,美国的产量将占到非欧佩克国家产量增长的89%。 在需求方面,欧佩克预计的年增长率为165万桶/日。 胡晶晶摘译自普氏能源资讯 原文如下 OPEC Monday said it is concerned about a lack of upstream investment in the oil industry outside of the US despite forecasting that the increase in 2018 non-OPEC crude supply would outpace global demand growth. In its closely watched monthly oil market report that largely kept its fundamental projections steady from April, OPEC said non-OPEC spending in 2017 to bring new projects online was down 42% from 2014. It would have been lower without the contributions of US tight oil companies, who raised investment by more than 42% year-on-year in 2017, OPEC said. “Timely spending on project implementation is a key concern,” OPEC said, which in recent weeks has indicated it will continue with its output cut agreement — and maybe even extend it past its expiry at the end of 2018 — to encourage more upstream spending despite tightening fundamentals. OPEC has said new projects will be needed to fill a potential supply gap in the coming years, with demand expected to be robust. The report comes just over a month from OPEC’s next ministerial meeting, June 22, in Vienna. The output cut agreement, which went into force in January 2017 after more than two years of a bruising market share battle, commits OPEC and 10 non-OPEC producers, led by Russia, to slash 1.8 million b/d of supply to support prices and reduce the global overhang of oil in storage. In its report, OPEC forecast that non-OPEC investment would increase by just 3.5% year on year in 2018, rising to 8.1% in 2019. A major portion of that will come from US shale investment, which is projected to increase by 20% year on year in 2018 and then ease to 16% in 2019. US production will account for 89% of the projected 1.72 million b/d in non-OPEC output growth in 2018, OPEC said.  

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