-- Rystad Energy週二在一份報告中指出,阿聯酋退出石油輸出國組織(歐佩克)和歐佩克+,削弱了該組織管理全球石油市場的關鍵支柱。 分析師豪爾赫·萊昂表示:“失去一個日產能達480萬桶且雄心勃勃的成員國,無疑使該組織失去了一項重要的工具。” 他也補充道,這時機也預示著石油市場的走向。隨著需求接近峰值,低成本原油生產商的考量正在迅速變化,繼續依賴配額制可能意味著錯失良機。 萊昂指出,因此,沙烏地阿拉伯將承擔更多維持油價穩定的重任,而市場則失去了一個最後的緩衝機制。 短期來看,由於霍爾木茲海峽持續的混亂和整體地緣政治緊張局勢,其影響可能有限,但長期影響將更為深遠。分析師表示:“結構性削弱的歐佩克,其內部剩餘產能減少,將越來越難以調節供應和穩定價格。” 阿聯酋通訊社週二稍早報道稱,阿聯酋將於5月1日退出歐佩克和歐佩克+。
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