据油价网2023年6月26日报道，沙特可能会考虑从7月开始大幅削减对美国的原油出口，以影响世界上关键石油市场的紧缩。

彭博新闻社“观点”专栏作家Javier Blas认为，由于沙特准备在7月份单方面将原油日产量再削减100万桶，沙特对西方的原油出口可能比对其主要市场亚洲的出口受到更大影响。

近几年来，沙特阿拉伯多次大幅减少对美国的原油出口，试图收紧美国市场，美国每周都会报告原油和石油产品库存数据。

6月初，欧佩克+产油国决定将目前的减产维持到2024年底，但欧佩克最大产油国沙特表示，将在7月份自愿将原油日产量再减产100万桶至约900万桶。沙特能源大臣萨勒曼表示，减产可能会延长至7月以后。

7月份原油产量水平将是沙特自2011年以来最低水平，不包括2020年疫情暴发后初步减产，以及2019年9月沙特阿美设施遭遇袭击后的减产。

据报道，即使在沙特阿拉伯宣布将在今年7月减产之后，全球最大的原油出口商沙特阿拉伯国家石油公司（沙特阿美）仍向至少五家亚洲北部炼油厂保证，他们7月份将获得合同规定的全部原油数量。

沙特阿美可能会优先向其看重的亚洲市场供应原油，从而减少对美国的出口，从而迫使市场收紧供应，这一点在库存报告中可以明显看出。此外，彭博社的Blas指出，沙特阿美还控制着美国产能最大的莫蒂瓦炼油厂，并可能影响具有日加工63万桶原油能力亚瑟港炼油厂的供应。

李峻 译自 油价网

原文如下：

Saudi Arabia Could Slash Oil Supply To The U.S.

Saudi Arabia could be looking to slash crude oil shipments to the United States from next month to effect a tightening of the world’s most key oil market.

As the Kingdom prepares to cut unilaterally 1 million barrels per day (bpd) from its crude oil production in July, its crude shipments to the west could be much more affected than exports to its primary market, Asia, Bloomberg Opinion columnist Javier Blas argues.

On several occasions in recent years, Saudi Arabia has significantly lowered crude shipments to the United States in attempts to tighten the U.S. market, which reports oil and products data on a weekly basis.

Early this month, the OPEC+ producers decided to keep the current cuts until the end of 2024, but OPEC’s top producer, Saudi Arabia, said it would voluntarily reduce its production by 1 million bpd in July, to around 9 million bpd. The cut could be extended beyond July, Saudi Energy Minister Prince Abdulaziz bin Salman said.  

The production level in July would be Saudi Arabia’s lowest since 2011, excluding the initial cuts after the Covid outbreak in 2020 and the lowered production after the attack on Aramco’s facilities in September 2019.

Even after the production cut Saudi Arabia announced for July 2023, Aramco, the world’s largest crude oil exporter, reportedly assured at least five North Asian refiners they would get the full crude volumes they had asked for in July.

Prioritizing supply to its prized Asian markets, Aramco could lower shipments to the U.S., to force a tightening of the market that would be evident in inventory reports. Moreover, Aramco controls the largest refinery by capacity in the U.S., Motiva, and could influence supply to the 630,000-bpd facility in Port Arthur, too, Bloomberg’s Blas notes.