据路透社7月6日报道，亚洲的原油买家担心，欧佩克+会议意外取消可能会推高油价，损害利润。现在正在等待沙特阿拉伯的官方销售价格(OSPs)，以评估石油市场的走向。该价格被推迟到欧佩克+会议之后公布，并为中东销往亚洲的大部分原油的价格定下基调。
周一，在欧佩克+及其盟友的部长们取消了石油产量谈判，并没有设定恢复谈判的日期后，布伦特原油价格上涨至每桶77美元以上，为2018年以来的最高水平。
在希望维持产量限制的最大产油国沙特阿拉伯与要求增产的阿拉伯联合酋长国发生冲突后，欧佩克+谈判被取消。下一次欧佩克+会议的日期尚未确定，这使得一些消息人士猜测8月不会增产，而另一些人预计该组织将在几天内召开一次新的会议，以确保达成协议。
不过，亚洲的买家仍乐观地认为，争执将是暂时的。
一位印度炼油商表示：“买家希望价格合理，早日释放更多的产量将对我们有益，这种争吵很大可能是一种暂时现象，最终会得到解决。”
炼油行业消息人士称，目前，尽管全球燃料需求从疫情中逐渐复苏，但亚洲现货原油市场仍然供应充足。要知道，亚洲是全球最大的石油消费地区，约占全球石油消费量的37%。
一位来自日本炼油商的消息人士称，即使欧佩克+已同意增产，对亚洲现货市场的短期影响也将微乎其微，因为拟议的日增产量似乎只有40万桶。
在缺乏明确信号的情况下，终端用户现在正密切关注沙特阿美的原油官方售价，以获得更明确的现货市场方向信号。该消息人士称，由于欧佩克+谈判的破裂，沙特石油公司(通常在每个月的第五天发布)已将公布时间推迟。
沙特石油公司决定了科威特和伊拉克的油价趋势，影响了销往亚洲的超过1200万桶/天的原油。目前，原油官方售价还未公布，这意味着沙特仍在努力与ADNOC进行谈判，沙特通常会等到市场形势明朗后才宣布。”
王佳晶 摘译自 路透社
原文如下：
Asian oil buyers fret over margin impact of cancelled OPEC+ meeting
Crude oil buyers in Asia are concerned that an unexpected cancellation of an OPEC+ meeting to discuss a rise in output could drive oil prices even higher and hurt their margins.
They are now awaiting Saudi Arabia's official selling prices (OSPs), which were delayed until after the OPEC+ meeting and set the tone for prices of a majority of Middle East crude sales to Asia, to assess the oil market's direction.
Brent crude oil prices rallied to above $77 a barrel, the highest since 2018, on Monday, after ministers of the Organization of the Petroleum Exporting Countries and its allies, a group known as OPEC+, called off oil output talks and set no new date to resume them. read more
"That could force them to cut runs, which should lift margins again and bolster their crude oil buying," the source added. China is the world's second largest oil consumer and top overall importer.
The talks were cancelled following a clash between top producer Saudi Arabia, which wants to maintain output curbs, and the United Arab Emirates, which has pushed for increased output. read more
No date has been set for the next OPEC+ meeting, which has left some sources speculating there would be no output increase in August while others expect the group to convene a new meeting within days in order to secure an agreement.
Still, buyers in Asia are optimistic the row will be temporary.
"Buyers would like prices to be reasonable and early release of additional barrels will help us ... this is more of a temporary phenomenon and would settle eventually," a source with an Indian refiner said.
For now, Asia's physical crude market remains adequately supplied even as global fuel demand gradually recovers from the coronavirus pandemic, refining sources said. Asia is the top oil consuming region, accounting for roughly 37% of world use.
The near-term impact on Asia's physical market would only be marginal even if OPEC+ had agreed to increase volume, because the proposed output rise appeared to be only 400,000 barrels a day, said a source with a Japanese refiner.
In the absence of clarity, end users are now closely monitoring the release of OSPs from Saudi Aramco (2222.SE) for clearer signals on the direction of the physical market.
Saudi crude OSPs, which are typically released around the fifth day of each month, have been delayed due to the breakdown of OPEC+ talks, the sources said.
Saudi OSPs set the trend for Kuwaiti and Iraqi prices, affect more than 12 million barrels per day (bpd) of crude bound for Asia.
"The fact that Saudi OSPs still have not been released means that Saudi is still making efforts for talks with ADNOC. The Saudis normally wait till the market becomes clear before they announce the OSPs," said the source at a North Asia refinery.
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