石油价格

联合部长级监测委员会（JMMC）是 OPEC+ 负责监测石油市场发展和该组织减产的小组，该委员会周三没有建议对产量政策进行任何改变，但指出需要改进对减产的遵守情况。

JMMC 今天举行了 简短的例行会议，正如 普遍预期的那样，没有向OPEC+部长们建议改变当前的石油减产水平。然而，该小组不决定政策，只向部长们建议行动方案，并表示欢迎伊拉克和哈萨克斯坦承诺完全遵守其宣布的削减。

OPEC 在今天的 JMMC 会议后的一份声明中表示，“2024 年 1 月、2 月和 3 月产量过剩的成员国将在 2024 年 4 月 30 日之前向 OPEC 秘书处提交详细的补偿计划”。

欧佩克表示，该小组通过视频会议举行会议，“欢迎伊拉克共和国和哈萨克斯坦共和国承诺实现全面合规并补偿生产过剩”。

2月中旬，伊拉克和哈萨克斯坦都承诺遵守其宣布的削减措施。

伊拉克石油部长哈扬·阿卜杜勒-加尼 (Hayan Abdel-Ghani) 今年 2 月表示， OPEC 第二大产油国伊拉克 承诺 在 OPEC+ 协议中自愿减产，原油产量将不超过 400 万桶/日。

非欧佩克石油生产国哈萨克斯坦则 誓言将 在未来几个月内对一月份未能遵守减产协议的情况进行补偿。

在今天的小组会议之后，OPEC 表示，“委员会还欢迎俄罗斯联邦宣布 2024 年第二季度的自愿调整将基于产量而不是出口。”

俄罗斯副总理亚历山大·诺瓦克上周表示，俄罗斯将 在 2024 年第二季度削减石油产量 ，而不是出口，以便所有减产的 OPEC+ 产油国对减产做出同等贡献。

查尔斯·肯尼迪 (Charles Kennedy) 为 Oilprice.com 撰写

主要图片（来源：路透社）

Oil Price

The Joint Ministerial Monitoring Committee (JMMC), the OPEC+ panel that monitors oil market developments and the group’s production cuts, didn’t recommend on Wednesday any changes to output policy but noted that compliance with the cuts needs to improve.

The JMMC held a brief regular meeting today and, as widely expected, did not recommend to the OPEC+ ministers to change the current levels of oil production cuts. However, the panel, which doesn’t decide policy but only recommends a course of action to the ministers, said that it welcomes the pledges from Iraq and Kazakhstan to reach full conformity with the cuts they have announced.

“Participating countries with outstanding overproduced volumes for the months of January, February, and March 2024 will submit their detailed compensation plans to the OPEC Secretariat by 30 April 2024,” OPEC said in a statement after the JMMC meeting today.

The panel met via video conference and “welcomed the Republic of Iraq and the Republic of Kazakhstan pledge to achieve full conformity as well as compensate for overproduction,” OPEC said.

In the middle of February, both Iraq and Kazakhstan pledged to comply with the cuts they had announced.

OPEC’s second-largest producer, Iraq, is committed to its voluntary cut in the OPEC+ agreement and will produce no more than 4 million bpd of crude oil, Iraq’s Oil Minister Hayan Abdel-Ghani said in February.

Non-OPEC oil producer Kazakhstan, for its part, vowed to compensate over the coming months for a lack of compliance with the cuts in January.

Following today’s meeting of the panel, OPEC said “The Committee also welcomed the announcement by the Russian Federation that its voluntary adjustments in the second quarter of 2024 will be based on production instead of exports.”

Russia will be cutting oil production instead of exports in the second quarter of 2024 so that all OPEC+ producers that reduce output contribute equally to the cuts, Russian Deputy Prime Minister Alexander Novak said last week.

By Charles Kennedy for Oilprice.com

Lead image (Credit: Reuters)