IEA称特朗普柴油协议后俄罗斯原油产量回升，全球油市转为供应过剩
Russian crude production rebounds after Trump diesel deal, IEA says as oil markets return to surplus
国际能源署（IEA）称，俄罗斯10月原油日产量升至873万桶，增加21万桶；全球石油供应达到日均1.054亿桶，较9月增加230万桶，油市自中东冲突爆发以来首次出现供应超过需求。IEA称，10月全球观测库存增加5200万桶；俄罗斯能源设施遇袭及中东局势扰动仍压缩柴油供应。美国财政部外国资产控制办公室发布一般许可证，授权涉及俄罗斯原产柴油的特定交易，有效期至2027年4月7日。
同一新闻，精选展示《国际能源署称全球石油供应恢复，柴油供应仍紧张》
Russia's crude oil production rose to 8.73 million barrels a day in October, a 210,000-barrel-a-day surge, as a rebound in Gulf shipments pushes oil markets into a surplus for the first time since the Middle East conflict began, the International Energy Agency said Friday.
Global supply and stocks have both swelled, though Middle East disruptions and attacks on Russian energy infrastructure tightened diesel supply, according to the agency's latest monthly oil market report.
Brent crude.
"Persistent attacks on Russian energy infrastructure continue to choke off the country's diesel supplies to international markets, adding to losses from the Middle East," the IEA noted.
U.S. President Donald Trump struck a deal with President Vladimir Putin to supply diesel to global markets on Oct. 9. The Treasury Department's Office of Foreign Assets Control issued a general license authorizing certain transactions involving Russian-origin diesel through April 7, 2027.
Crude supply can rise even as diesel remains tight, with refinery capacity and refined product exports still constrained.
Global oil supply reached 105.4 million barrels a day in October, up 2.3 million barrels a day from September, the IEA said, adding that supply rose by an "extraordinary" 5.3 million barrels a day since August, despite ongoing attacks on energy infrastructure and tankers.
Inventories also rose for the first time since June, with observed global stocks increasing by 52 million barrels in October, or 1.7 million barrels a day.
"The oil market is showing tentative signs of rebalancing, with global oil supplies surpassing demand for the first time since the outbreak of the war in Iran," IEA analysts observed.
Higher export flows have strengthened supply expectations for the fourth quarter, with Middle East and Russia losses partly offset by growth from the U.S., Canada, Brazil, Argentina and Guyana, which together are set to boost output by 1.6 million barrels a day this year.
The IEA has raised its fourth-quarter supply estimate by 3.3 million barrels a day, and now forecasts a 6.6 million barrels per day increase in 2027.
来源：CNBC · cnbc.com