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Opec+ agrees to increase oil production gradually from May

OPEC+决定5月起逐渐增加石油产量

OPEC+决定5月至7月逐步增产。会议前，沙特能源大臣提醒产油国，原油市场的复苏“远未完成”，美国能源部长则强调“可负担的”油价很重要。

The Opec+ oil alliance decided on Thursday to increase output gradually from May as pressure mounts from inside and outside the producers group to release more barrels on to the market and keep crude prices in check.

石油输出国组织及其产油国盟友会议(OPEC+)周四决定，从5月开始逐渐增产。OPEC+面临来自内部和外部越来越大的压力，要求其向市场投放更多原油，并控制原油价格。

The decision by the body comes despite Abdulaziz bin Salman, Saudi Arabia’s energy minister, warning Opec and allies including Russia earlier in the day that crude’s recovery was “far from complete” with the pandemic still wreaking havoc globally.

尽管沙特能源大臣阿卜杜勒阿齐兹•本•萨勒曼(Abdulaziz bin Salman)当日早些时候警告OPEC及其俄罗斯等盟友，原油市场的复苏“远未完成”，因为疫情仍在对全球造成伤害，但OPEC+仍然做出了这一决定。

“Until the evidence of the recovery is undeniable, we should maintain this cautious stance,” Prince Abdulaziz, son of the Saudi king, told reporters and ministers ahead of the formal virtual gathering of oil officials.

在石油官员举行正式线上会议之前，沙特国王之子阿卜杜勒阿齐兹王子告诉媒体和部长们：“在有确凿证据证明复苏之前，我们应该保持这种谨慎的立场。”

Still, Alexander Novak, Russia’s deputy prime minister, said the market had improved substantially as vaccines to combat the virus were rolled out and Opec+ had to ensure the market did not “overheat”.

但是，俄罗斯副总理亚历山大•诺瓦克(Alexander Novak)仍表示，随着疫苗铺开，市场已有实质性改善，OPEC+必须确保市场不会“过热”。

Consumer countries are also watching the actions of Opec+ carefully, with those such as India wary about producers keeping too tight a hold on output that will only propel a surge in prices.

石油消费国也在密切关注OPEC+的行动，其中印度等国家担心，产油国对产量管得太紧，这只会使油价飙升。

Jennifer Granholm, US energy secretary, added another layer of uncertainty into the group’s decision-making. She had a call with Prince Abdulaziz on Wednesday and emphasised the importance of “affordable” energy.

美国能源部长珍妮弗•格兰霍姆(Jennifer Granholm)给OPEC+的决策带来另一重不确定性。她在周三与阿卜杜勒阿齐兹王子通电话，强调了“可负担的”能源的重要性。

Some analysts took comments by her on Twitter to be a plea for the kingdom to keep a lid on crude oil prices that in turn influence US gasoline prices. A sharp fall in US production last year reminded American operators of Opec’s sway over the oil market, and prompted demands from former president Donald Trump for Saudi Arabia to slash supply to prop up prices.

一些分析师将她Twitter上的言论看作是在请求沙特控制原油价格，而原油价格反过来会影响美国汽油价格。去年美国产量锐减，提醒了美国石油商OPEC对石油市场的巨大影响力，并促使前美国总统唐纳德•特朗普(Donald Trump)要求沙特大幅减产以提振油价。

Producers will collectively increase output by 350,000 barrels a day in May, another 350,000 b/d in June and around 441,000 b/d for July, one Opec delegate said. Some analysts had expected countries to hold fire on additional increases.

一名OPEC代表称，OPEC+产油国日产量5月将总共增加35万桶，6月将再增加35万桶，7月还会增加约44.1万桶。一些分析师曾经预计这些国家不会额外增产。

Prince Abdulaziz told reporters the decision, in contrast to the tone of his earlier comments, was not based on any pressure from the new Biden administration. “I can give you full assurance that oil market, oil prices . . . anything related to Opec, Opec+ . . . was not even mentioned [on the Granholm call],” he added.

与早前言论的基调不同，阿卜杜勒阿齐兹王子告诉媒体，这一决定并非基于拜登*府施压的压力。他补充说：“我能向你保证，石油市场、石油价格……任何与OPEC和OPEC+有关的事情……根本没有（在与格兰霍姆的通话中）提到。”

He said the small increases were a “conservative measure” and “the cautiousness is still there”.

他表示，小幅增产是“保守措施”，而且“谨慎心态依然得到了保持”。

Opec and allies outside the cartel, led by Russia, agreed in April 2020 to cut a record 9.7m barrels a day. The Opec+ group had gradually unwound these curbs to about 7m b/d, with producers meeting monthly to decide how much oil to unleash on the market.

OPEC及其盟友——后者由俄罗斯领导——在2020年4月达成共识，将日产量创纪录地减少970万桶。OPEC+逐渐将这个数字减少至700万桶，并且每月开会决定向市场释放多少石油。

In December Opec+ agreed that it would increase output by up to 500,000 b/d each month, but after raising production in January it held back from further increases as uncertainty loomed about consumption.

去年12月，OPEC+同意将日产量每月增加最多50万桶，但在1月增产后就没有再继续，因为消费面临不确定性。

The kingdom also implemented a voluntary cut of its own of about 1m b/d to bolster the market. In the coming months, Saudi Arabia will increase production by 250,000 in May, 350,000 in June and 400,000 in July.

沙特还自愿将其日产量减少约100万桶，以支撑市场。未来几个月，沙特日产量5月将增加25万桶，6月将增加35万桶，7月将增加40万桶。

Optimism about the impact of vaccines on global economies helped crude prices recover towards $70 a barrel. The price of Brent crude has since retreated to about $64 a barrel as European governments impose new restrictions and lockdowns to curb the virus’s spread while new variants are creating fresh uncertainties.

围绕疫苗对全球经济的影响的乐观情绪，曾帮助原油价格恢复至逼近每桶70美元。自那以后，随着欧洲政府实行新的限制和封锁措施以阻断病毒传播，且新的病毒变种造成新的不确定性，布伦特原油(Brent crude)价格回撤到每桶约64美元。

“The agreement is supportive of oil prices, yet should also help avoid a sharp spike upward as oil demand picks up,” said Ann-Louise Hittle at consultancy Wood Mackenzie.

咨询公司伍德麦肯兹(Wood Mackenzie)的安-路易丝•希特尔(Ann-Louise Hittle)表示：“这一共识将支撑油价，同时也应该会帮助避免油价随着石油需求回升而飙升。”

编辑：葛格