欧佩克减产原油的背后

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发生了什么?

世界上部分最大的石油生产国在周五同意每天再减少50万桶的原油产量,沙特阿拉伯表示愿意削减更多产量。

原油日产量削减意味着什么?

欧佩克(石油输出国组织)及其盟友在过去3年时间里已经多次减产:减少供应量以提振油价,理论上意味着给各方带来更多的利润。

但是该理论在实际中并未奏效,仅有科威特、安哥拉和沙特在今年遵守了减产协议,沙特削减的产量甚至超过协议中其所应减产的数量。

这意味着沙特从更高的油价中获得的收益少于其他国家。

石油输出国组织的新协议看似鼓励其他国家一起承担责任,尤其是伊拉克、尼日利亚和俄罗斯等产能超标的国家(这几个国家虽然不是石油输出国组织的正式成员,但大体遵守该组织的政策)。

由于沙特表示将继续额外削减原油供应量,故而明年的每日原油产量将减少90万桶。

这一消息对于原油投资者来说可能是好消息,但环保主义者先不要高兴的太早。

为什么值得关注此事?

市场前景:难以协调的利益

石油输出国组织的减产努力可能不足以解决该组织最大的问题:美国正在生产更多的页岩油,这意味着全球的原油供应量超过需求。

由于原油需求与全球经济增长紧密相关,目前的全球经济不景气对原油的情况未带来任何帮助。

石油输出国组织若想真正推动原油价格上涨,可能需要进一步减产,但是该组织的部分成员国似乎不愿减产。

市场大事:沙特阿美本周上市

还有其他重要的关于沙特阿拉伯市场的新闻,沙特终于宣布了沙特阿美的IPO定价。

沙特阿美在本周上市后的市值将达到1.7万亿美元,从而使其成为全球市值最高的上市公司——其高达260亿美元的融资额也将成为有史以来最大规模的IPO。

尽管如此,沙特可能还是会感到失望:该国原本计划募集1000亿美元的资金,对沙特阿美估值为2万亿美元。

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