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2020/06/12政策グローバル

OPEC: Back from the Depths, But Challenges Remain

A CSIS commentary says OPEC and OPEC+ agreed at a virtual meeting to extend current cuts through July, with a 9.6 million b/d cut for June and July that falls to 7.7 million b/d for the rest of 2020. The cut is the largest in OPEC history, and WTI has nearly doubled since late April to near $40 a barrel.

重要性

The planned step-down in cuts after July signals gradually rising supply, which limits crude upside over the longer term. Producers and feed buyers will watch for demand-led backwardation as the market tightens.

影響を受ける銘柄原油(WTI)◆原油(ブレント)◆

1 件のソース
csis.orgBen Cahill, Frank A. Verrastro2020/06/12

価格反応と履歴

原油(WTI)◆中立現時点1d -0.4%5d +6.6%20d +11.4%

過去の中立な政策イベント187件の後、原油(WTI) は5営業日で中央値 -0.1% 動き（49% が上昇。中央50%は -4.0% から +3.5%）、20営業日では +0.1% 動きました。

2020/12/03Opec+ agrees output hike from January - Business - DAWN.COM+0.5%
2023/04/03OPEC+ cuts put $100/bbl oil back in sight+5.4%
2021/08/31Opec to remain flexible even as it plans for possible output increase | The National-1.2%
2021/08/30OPEC+ likely to keep oil output policy from September unchanged, sources say | Reuters+0.8%
2020/12/03OPEC, Russia to nudge up oil output after hit from pandemic | The Seattle Times+0.5%

原油(ブレント)◆中立現時点1d +1.3%5d +9.1%20d +11.0%

過去の中立な政策イベント175件の後、原油(ブレント) は5営業日で中央値 -0.9% 動き（45% が上昇。中央50%は -3.6% から +3.0%）、20営業日では +0.7% 動きました。

2020/12/03Opec+ agrees output hike from January - Business - DAWN.COM+1.7%
2023/04/03OPEC+ cuts put $100/bbl oil back in sight+7.4%
2021/08/31Opec to remain flexible even as it plans for possible output increase | The National-0.4%
2025/12/01OPEC+ sticks to its 'all is fine in oil' mantra, but uncertainty rises | Reuters+0.7%
2021/08/30OPEC+ likely to keep oil output policy from September unchanged, sources say | Reuters+0.5%

イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。

原油(WTI) WTI · GP ▸

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原油(ブレント) BRENT · GP ▸

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