https://www.bloomberg.co.jp/news/articles/2022-06-02/RCUNTNT0G1L101?srnd=cojp-v2
ＯＰＥＣプラス、日量64.8万バレル供給増で合意
Salma El Wardany、Ben Bartenstein、Grant Smith2022年6月2日 21:57 JST 更新日時 2022年6月2日 23:15 JST
2022年6月2日 21:24 GMT+9Updated on2022年6月2日 23:27 GMT+9
石油輸出国機構（ＯＰＥＣ）と非加盟の主要産油国で構成する「ＯＰＥＣプラス」は、石油供給を現行ペースに比べて約50％拡大することで合意した。米国を含む主要消費国の要請を受け入れた形だ。
ＯＰＥＣプラスの閣僚会合は２日、７月と８月の石油供給をそれぞれ日量64万8000バレル拡大することで合意した。ここ数カ月は同43万2000バレル供給を増やしていた。https://1b090b79405d79875c7670858965f0a1.safeframe.googlesyndication.com/safeframe/1-0-38/html/container.html
複数の代表によると、ロシアは今回の引き上げ案を全面的に支持。協議は過去最短の11分間で終了した。情報が非公開であることを理由に匿名で語った。
主要メンバーであるロシアがウクライナに侵攻し、エネルギー価格の高騰を招いたにもかかわらず、ＯＰＥＣプラスはこれまで供給量を毎月緩やかに引き上げていく計画を維持してきた。
原題：OPEC+ Opens Oil Taps Wider, Heeding US But Keeping Russia Onside（抜粋）(合意を受けて情報を追加・更新します)
OPEC+ Opens Taps Wider, Heeding US But Keeping Russia Onside
- Group will increase by 648,000 barrels a day in July, August
- Proposal comes amid US pressure for help to ease prices
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Grant Smith, and
Ben Bartenstein2022年6月2日 21:24 GMT+9Updated on
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CL1WTI Crude115.74USD/bbl.+0.48+0.42%367010ZSAXO BANK A/SPrivate CompanyTWTRTWITTER INC39.63USD+0.33+0.84%Open
OPEC+ agreed to increase the size of its oil-supply hikes by about 50%, in a deal that kept Russia at the heart of the cartel while also heeding pressure from major consumers including the US.
Ministers approved production increases of 648,000 barrels a day of oil for July and August, up from recent monthly hikes of 432,000 barrels a day. Moscow gave the plan its full backing and talks were concluded in just 11 minutes, delegates said, asking not to be named because the information was private. https://95593e674f0a3a3958e6671869d1610a.safeframe.googlesyndication.com/safeframe/1-0-38/html/container.html
Oil had fallen before the meeting on reports that Saudi Arabia and other members were prepared to fill the gap in the market created by Western sanctions on Russian oil, or even remove the country from the OPEC+ quota system altogether. After the agreement, crude reversed its losses in New York and was 0.7% higher at $116.03 a barrel as of 9:35 a.m. local time.
Thursday’s agreement “is a pretty minor tweak” to the existing OPEC+ deal, said Bill Farren-Price, a director at Enverus Intelligence Research. “But it is a nod toward looming tight balances later this year, when the EU sanctions on Russia start having an impact.”
US Pressure
Opening the taps wider is still a turnaround for the Organization of Petroleum Exporting Countries and its allies. The group, led by Saudi Arabia, has been doggedly sticking to its plan for gradual monthly supply increases even after the invasion of Ukraine by Russia, a key member of the group, upended global markets and sent energy prices soaring.
Last week, the Saudi foreign minister said there was nothing more it could do to tame oil markets, and even suggested there was no shortfall of crude. Political pressure from the White House may have brought about the kingdom’s shift.
“The United States welcomes the important decision from OPEC+ today to increase supply,” said White House Press Secretary Karine Jean-Pierre. “We recognize the role of Saudi Arabia as the chair of OPEC+ and its largest producer in achieving this consensus.”
Production Struggles
The output increase will be divided proportionally between members in the usual way. Countries that have been unable to raise production, such as Angola, Nigeria and most recently Russia, would still be allocated a higher quota. That could mean that the actual supply boost is smaller than the official figure, as has often been the case in recent months. https://95593e674f0a3a3958e6671869d1610a.safeframe.googlesyndication.com/safeframe/1-0-38/html/container.html
“They could have said a million and the price would still go up,” Ole Hansen, head of commodity strategy at Saxo Bank A/S said on Twitter. Many countries won’t be able to deliver any extra oil, he said.
Only Saudi Arabia and the United Arab Emirates have significant volumes of spare capacity that could be ramped up quickly. Russia’s production has dropped significantly since the invasion of Ukraine on a combination of western sanctions, shipping difficulties and rejection by some traditional customers. Its output was 1.3 million barrels a day below its OPEC+ target in April, according to the International Energy Agency.
— With assistance by Fiona MacDonald, and Anthony Di Paola(Updates with comment from White House in seventh paragraph.)
Up NextOil Reverses Losses as OPEC+ Agrees on Supply Increase Plan
Oil Reverses Losses as OPEC+ Agrees on Supply Increase Plan
- Ministers to raise output by 648,000 b/d in July, August
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1.00https://imasdk.googleapis.com/js/core/bridge3.517.2_en.html#goog_94435420Oil Slides on Report Saudi Arabia May Boost ProductionUnmuteWATCH: A new report suggests Saudi Arabia may increase oil production. This comes just ahead of the OPEC+ meeting today. Sharon Cho reports.Source: BloombergBy
Paul Burkhardt and
Julia Fanzeres2022年6月2日 8:41 GMT+9Updated on
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Oil reversed losses to trade near $116 as OPEC+ ministers agreed to boost supply increases by around 50%, after prices dropped on reports US President Joe Biden is likely to visit Saudi Arabia this month and that the kingdom is ready to pump more crude.
West Texas Intermediate fell more than 3%, while Brent traded as low as $112.80, before the start of the meeting on Thursday. Ministers from the group agreed to add 648,000 barrels a day of oil to the market in July and August, up from 432,000 barrels a day in recent months, delegates said, asking not to be named
