俄罗斯表示已准备好减产160万桶/天
俄罗斯能源署一名发言人表示，俄罗斯承诺将根据协议内其占总产量的比例相应减产。
注：160万桶/天相当于俄罗斯14%的产量。
瑞银：即使全球减产协议达成，
石油过剩仍将持续到第二季度
瑞银（UBS）分析师施陶诺沃（Giovanni Staunovo）在报告中称，即便全球产油国达成减产协议，石油市场本季度仍将供应过剩。
拟议中的减产将在一定程度上有助减缓未来几个月库存累积的速度，但不会完全阻止价格下跌。
停产是减少石油流量的必要条件，价格也需要持续下跌，直到油价让生产者难以接受。
布伦特，WTI原油在第二季度面临20美元/桶的水平再测试。
任何商定的减产计划很可能要到5月份才会开始，因为石油输出国组织各国已向其客户承诺了4月份的石油。
期货曲线变陡，并达到超级升水，因为在陆地上的储罐很快就会填满，需要替代的存储空间。
生产商协议备受关注，欧洲能源类股可能攀升
欧洲的石油和天然气库存可能会随着原油价格上涨而上涨，因为主要产油国似乎有望达成限制产量的协议。
石油输出国组织轮值主席国阿尔及利亚能源部长表示，将于周四举行的欧佩克+会议将讨论“大幅减产，可能达到1000万桶/天”。
翻译原文
Russia Said to Be Ready to Cut Oil Production by 1.6 Mln B/D
Russia will commit to cut based on its proportion of the total production of all countries in the agreement, a spokeswoman for the energy ministry said.
NOTE: 1.6 million barrels a day is about 14% of Russian production。
Oil Glut to Persist in 2Q Even With Global Output-Cut Deal: UBS
Oil market to remain oversupplied this quarter even if an agreement to cut output is reached by global producers, UBS analysts including Giovanni Staunovo said in note.
◼ Proposed reductions would somewhat help reduce the pace at which inventories are built in coming months, but won’t completely stop prices from going down
◼ Production shut-ins are necessary to reduce oil flows and prices need to keep dropping until they hit levels untenable for producers
▪ Brent, WTI seen re-testing $20/bbl level in 2Q
◼ Any agreed output cuts will likely only start in May as OPEC producers have already promised their oil to customers in April
◼ Futures curves to steepen even more and reach super contango as on-land tanks fill up quickly and alternative storage space is needed
European Energy Shares May Climb With Producers Deal in Focus
Oil and gas stocks in Europe may advance at open with crude higher as top producers appear to move closer to a deal to curb output.
The OPEC+ meeting to be held Thursday will discuss a “massive output reduction, which may reach 10 million barrels a day,” said the energy minister of Algeria, which holds OPEC’s rotating presidency
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翻译整理：吴雯琪
设计排版：沈佳敏
