据世界石油11月22日报道，如果世界四大石油消费国继续协调释放其战略石油储备，欧佩克及其盟国可能重新评估恢复石油供应的计划。

印度成为最新一个考虑部署库存的主要消费国，可能有助于美国、日本等以抑制能源价格上涨带来的通货膨胀威胁。在原油价格触及7年高点后，美国敦促其他消费国动用储备。

但此举可能会让他们与以沙特阿拉伯和俄罗斯为首的欧佩克+竞争世界石油市场的控制权。

RBC Capital Markets首席大宗商品策略师Helima Croft表示，"此举可能会加大这场石油扑克游戏的赌注，并可能给华盛顿和利雅得之间的双边关系带来新的压力。"

这个由23个国家组成的联盟本月早些时候已经拒绝了美国和其他人提出的加快恢复疫情期间中断的供应的要求。与会代表们表示，即使他们已经承诺的适度增产，现在也可能在下周的小组会议上重新评估。

纽约市场原油价格上涨1%，至每桶76.95美元，交易员吸纳了欧佩克改变策略的可能性。

总部位于利雅得的国际能源论坛秘书长Joseph McMonigle周一在一份声明中表示:“我预计欧佩克+能源部长将维持目前的计划，逐步向市场增加更多供应。”

“然而，某些不可预见的外部因素，如战略储备的释放或欧洲新的封锁，可能促使人们重新评估市场状况,”McMonigle在与日本外务省一名官员会晤后表示。

日本朝日电视台周一报道，东京正准备从国家储备中释放原油。日本首相fumio kishida表示，日本政府正在考虑与美国、印度等国家协调，释放储备资源。印度官员周一表示，他们正在研究类似举措。

欧佩克及其盟国将于12月2日召开会议，考虑在明年1月将石油日产量增加40万桶。

黎泱 编译自 世界石油

原文如下：

OPEC considers lowering production to account for oil reserve releases

OPEC and its allies may re-evaluate plans for reviving oil supplies if the world’s four largest consuming countries go ahead with a co-ordinated release of their strategic petroleum reserves.

India became the latest major consumer to contemplate deploying its stockpiles, potentially assisting the U.S., Japan in a move to dampen the inflationary threat of higher energy costs.

The U.S. has urged fellow consumers to tap reserves after crude prices hit a seven-year high.

But the potential move pits them against the OPEC+ coalition -- led by Saudi Arabia and Russia -- for control over world oil markets.

“Such a move would potentially raise the stakes in the oil poker game and could produce new strains in the bilateral relationship between Washington and Riyadh,” said Helima Croft, chief commodities strategist at RBC Capital Markets LLC.

The 23-nation alliance already rebuffed calls from U.S. and others earlier this month to speed up the return of supplies halted during the pandemic. Delegates said that even the modest production increase they have penciled in may now be re-evaluated when the group meets next week.

Oil gained as much as 1% in New York to $76.95 a barrel as traders absorbed the possibility of OPEC+  changing tack.

“I anticipate OPEC+ energy ministers will maintain their current plan of adding more supplies to the market gradually,” Joseph McMonigle, Secretary-General of the Riyadh-based International Energy Forum, said in a statement Monday.

“However, certain unforeseen external factors such as a release of strategic reserves or new lockdowns in Europe may prompt a reassessment of market conditions,” McMonigle said after a meeting with a Japanese foreign ministry official.

Japan’s TV Asahi reported Monday that Tokyo is preparing to release crude from its national stockpiles. Japanese Prime Minister Fumio Kishida had said his government was considering a release from reserves in coordination with countries such as the U.S. Indian officials said Monday that they were studying a similar move.

The Organization of Petroleum Exporting Countries and its allies will meet on Dec. 2 to contemplate an increase of production by 400,000 barrels a day in January.