据道琼斯2月13日消息,总部位于日内瓦的咨询公司Magma Oil的交易员Mohab Kamel称,欧佩克减产协议最终将对该组织造成损害,因为在不限制美国页岩油生产商的情况下限制自己的供应,只会帮助它们提高利润,从而刺激它们提高产量。他还表示,基于当前的产量,今年第三季度以前全球石油供应都不太可能减少。但到那时,美国和其他产油国可能已经填补了欧佩克减产造成的缺口。
庞晓华摘译自道琼斯
原文如下:
OPEC Production-Cutback Plan Hurts Cartel
OPEC's output-reduction deal will end up hurting the cartel because restricting supply without curtailing US shale players will only help them boost earnings--prompting more production from those firms--says Mohab Kamel, a trader at Geneva-based consultancy Magma Oil. He adds that based on the current rate of production, global supplies probably won't start dropping until 3Q. But by then, US and other producers will have blunted the cuts. "By ignoring these basic rules of economics, OPEC is motivating all the wrong results," says Kamel.