据能源世界网6月30日新德里报道，日前，高盛大宗商品研究公司(Goldman Sachs Commodities Research)表示，由于供应风险迫近，欧佩克及其盟国即欧佩克+需要增加石油产量，以在2022年前平衡市场。
该研究在6月29日的一份报告中表示，预计到年底，石油需求将再增加220万桶/天，造成500万桶/天的供应缺口，远远超过潜在国家与页岩生产商的产能。
高盛表示，尽管新的大规模感染浪潮可能减缓市场再平衡，但我们预计OPEC+仍将采取增产策略，因全球其他地区供应面临下行风险，表明原油和上游行业的前景比成品油和下游行业更为强劲。
该公司预计，欧佩克+产油国将连续几个月增加50万桶/天的供应量，届时该组织将于7月1日召开会议，讨论德尔塔新冠病毒变体的威胁、恢复生产以及页岩生产反应仍然缓慢等问题。
冠状病毒的 Delta 变体更具传染性，可能比其他变体更受关注。
然而，欧佩克秘书长穆罕默德•巴尔金多(Mohammad Barkindo)周二表示，2021年石油需求预计将增加600万桶/天，其中500万桶/天将在今年下半年增加，这提振了复苏希望。
郝芬 译自 能源世界网
原文如下：
Goldman says more OPEC+ supply needed to balance oil market
Goldman Sachs Commodities Research said more oil production is needed from the Organization of the Petroleum Exporting Countries and allies (OPEC+) to balance the market by 2022 as supply risk looms elsewhere.
The U.S. bank forecast oil demand to rise by an additional 2.2 million barrels per day (mbpd) by year-end, leaving a 5 mbpd supply shortfall, well in excess of what the potential country and shale producers can bring align="justify"> "While a large new infection wave could slow the market rebalancing, we expect OPEC+ to remain tactical in its output hikes with downside risks to global supply elsewhere pointing to a more robust outlook for crude and the upstream sector than petroleum products and the downstream sector," Goldman said.
The bank sees a base case of 0.5 mbpd supply increase from OPEC+ producers for consecutive months, when the group meets align="justify"> The Delta variant of the coronavirus is more infectious and is likely to gain more traction over other variants.
However, boosting broad recovery hopes, Mohammad Barkindo, Secretary-General of OPEC said on Tuesday that demand is expected to rise by 6 mbpd in 2021, with 5 mbpd of that in the second half of the year.
