|2019-09-11 來源： 中國石化新聞網|
伊拉克未能完全遵守協議也是歐佩克內部緊張局勢的原因之一，另外德黑蘭還認為歐佩克內部的競爭對手竊取了它的市場份額。標準普爾全球普氏（s&p global platts）上周公布的最新月度調查顯示，伊拉克8月份的產油創下新高，據估計，該國已以488萬桶/日的速度注入了創紀錄的石油。
標普環球普拉特（S&P Global Platts）大宗商品定價全球主管戴夫?恩斯伯格（Dave Ernsberger）上周對CNBC表示：“最近伊拉克石油產量的增加，讓原本讓歐佩克頭疼的問題變成了徹底的偏頭痛。”
洪偉立 摘譯自 今日油價
Is OPEC’s No.2 Finally Cutting Production?
Since OPEC started restricting oil production, Iraq—the cartel’s second-largest oil producer behind Saudi Arabia—has exceeded its output cap almost every month for more than two and a half years now. But now Iraq says it is ready to get onboard.
Iraq says it is now ready to reduce its crude oil production next month, its oil minister, Thamer Ghadhban, said as quoted by Reuters. “We are committed to the agreement to reduce production,” the official said in a statement. Ghadhban’s statement runs counter to evidence, which shows that Iraq has consistently failed to comply with its production cut obligations ever since the first production cut agreement was inked.
For Iraq, the OPEC+ deal coincided with the time when?oil production started to steadily grow as security improved in late 2017 .
While Baghdad has argued that it needs higher oil production to get more oil revenues—which account for 90 percent of its government proceeds— to rebuild a country damaged by decades of wars, OPEC’s second-biggest oil producer has been putting a spoke in the cartel’s wheel to have all members fully compliant with the cuts.
Iraq’s continuous non-compliance has also created another reason for tension within OPEC, on top of Iran balking at other members (Saudi Arabia and allies) over what Tehran sees as rival producers within the cartel stealing its market share while Iran is under U.S. sanctions.
Iraq’s non-compliance reached a new high in August when it is estimated to have pumped a record-high volume of oil at 4.88 million bpd, the latest monthly S&P Global Platts survey showed last week.
Iraq pumped 100,000 bpd more in August than in July, exceeding Iraq’s output quota of 4.512 million bpd by a whopping 370,000 bpd last month, the Platts survey showed.
The Reuters survey also found Iraq increasing its production in August and estimates by both Reuters and Platts surveys point to OPEC having boosted oil production in August for the first time this year, despite its continuous calls for ‘full compliance’ and ‘market stability.’ Iraq was one of the biggest contributors to OPEC’s production rise in August, alongside Nigeria, according to the surveys.
OPEC’s official August production figures are due out on September 11, but the previous Monthly Oil Market Report with data for July showed that Iraq booked the biggest production increase, raising output by 32,000 bpd to 4.753 million bpd in July, while Saudi Arabia cut its July output by another 134,000 bpd to stay more than half a million barrels of oil per day below its OPEC quota.
OPEC also lifted its oil exports in August, ship tracking data by Bloomberg showed, and Iraq’s crude oil exports increased to 3.603 million bpd last month from 3.566 million bpd in July, according to data from Iraq’s oil ministry.
“The recent increases in Iraqi production turned what was a sort of minor headache for OPEC into a fully-blown migraine,” Dave Ernsberger, who is global head of commodities pricing at S&P Global Platts, told CNBC last week.
These production increases in Iraq drew the attention of OPEC’s kingpin Saudi Arabia, again. The cartel’s de facto leader has called out rogue members over their sketchy compliance record several times since the OPEC+ alliance began cutting production in January 2017.
A few days later, Iraq’s Oil Minister Thamer Ghadhban said on Sunday that Iraq would be cutting its oil production starting in October and will stick to the OPEC production cuts. Over the past few months, Iraq has pumped above its quota because of higher domestic demand in the summer, Ghadhban said, adding that refineries would enter maintenance in October and domestic demand would drop.