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巴西快速增长的原油产量令欧佩克担忧

中国石化新闻网讯 据里约热内卢和伦敦彭博社2月20日消息,本月早些时候,当这艘巨型P-67浮式石油生产船发出信号时,它标志着巴西供应繁荣的开始,这将挑战欧佩克平衡全球市场的努力。 巴西石油的激增,加上从得克萨斯州到北达科他州的页岩油田开采的更多石油,将使欧佩克头痛。在最坏的情况下,这可能会迫使沙特阿拉伯和俄罗斯将减产推迟到今年下半年,考验利雅得-莫斯科石油关系的强度。 巴西对过去感到失望,由于维护问题、成熟油田的减少以及推迟安装新的石油生产和储存船,产量增长远低于预期。Tartaruga Verde油田本应于2017年底上线,直到2018年6月才开始运营。P-67本身也被推迟了几个月。 不过,石油交易商和高管们相信,今年巴西将兑现承诺。从里约热内卢出发大约162英里的P-67号船,在未来几个月内,当它到达高峰时,将泵送150000桶/天。 巴西国家石油管理局(National Petroleum Agency)石油监管部门负责人Decio Oddone在接受采访时说:“巴西正在达到一个新的生产水平,这是事实。”“2019年至关重要。” 欧佩克本身也在密切关注巴西,并指出,该国将在非欧佩克阵营(仅次于美国页岩)内夸耀其石油年产量增长第二大增幅。巴西12月的日产量接近270万桶,使拉丁美洲国家的产量大致与欧佩克成员国科威特和伊朗持平。 欧佩克在其上一份月度报告中提到,如果推迟的浮式储油和生产船以及其他预定的设施今年开工,“2019年的石油产量可能大幅上升”。它预测巴西的日产量将增长36万桶。 胡晶晶摘译自彭博社
原文如下 Brazil’s burgeoning crude production is OPEC’s next headache When the giant P-67 floating oil production vessel lit its flare tower earlier this month, it marked the start of a Brazilian supply boom that’s poised to challenge OPEC’s efforts to balance the global market. The Brazilian surge, combined with more oil from shale fields from Texas to North Dakota, is set to create a headache for OPEC. In the worst-case scenario, it may force Saudi Arabia and Russia to roll their production cuts over into the second half of the year, testing the strength of the Riyadh-Moscow oil relationship. Brazil has disappointed in the past, with output growth coming far below expectations because of maintenance issues, declines in mature fields, and delays installing new vessels for oil production and storage. The Tartaruga Verde field, which should have come online back in late 2017, didn’t start until June 2018. The P-67 itself was delayed several months. Still, oil traders and executives believe this year Brazil will make good on its promises. The P-67 vessel, about 162 mi from Rio de Janeiro, will pump 150,000 bpd in the next few months, when it reaches its plateau. “Brazil is reaching a new level of production and that is a fact,” Decio Oddone, head of the country’s oil regulator, the National Petroleum Agency, said in an interview. “2019 will be critical.” OPEC itself is keeping tabs on Brazil, noting that the nation will boast the second-largest increase in annual output oil growth within the non-OPEC camp, only behind the U.S. shale. Brazil produced almost 2.7 MMbopd in December, putting the Latin America’s nation production roughly in line with OPEC-members Kuwait and Iran. “Oil production could rise substantially in 2019” if the delayed floating storage and production vessels and other scheduled facilities start this year, OPEC said about Brazil in its last monthly report. The cartel forecast Brazilian growth of 360,000 bpd.  

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