Россия в ноябре уточнит планы по экспорту нефти - Новак
Россия придерживается добровольного обязательства по ограничению экспорта нефти на 300 тыс. барр./сут. до конца 2023 г., которое действует с сентября, но может уточнить эти планы в ноябре, заявил в среду вице-премьер Александр Новак.
Он сделал это заявление в преддверии заседания министерского мониторингового комитета ОПЕК+ (JMMC), которое назначено на 4 октября.
«В следующем месяце будет проведен анализ рынка с целью принятия решения о углублении сокращения либо увеличения производства нефти», - сказал Новак. В аппарате вице-премьера уточнили, что «сокращение» относится к поставкам нефти на рынок.
Россия ранее объявила о сокращении экспорта нефти на 300 тыс. барр./сут. с сентября. Эта мера является более мягким ограничением по сравнению с уменьшением экспорта на 500 тыс. барр./сут., которое действовало в августе. Точкой отсчета для сокращения является уровень экспорта нефти в мае-июне 2023 г.
Ограничение экспорта является дополнительной мерой к сокращению добычи нефти. Россия взяла на себя добровольное обязательство в период с марта 2023 г. по декабрь 2024 г. удерживать добычу нефти на уровне не более 9,449 млн барр./сут. - этот показатель на 500 тыс. барр./сут. ниже, чем производство нефти в феврале 2023 г., согласно расчетам ОПЕК.
Хотя Россия приняла решение о поддержании стабильного уровня производства нефти вплоть до конца 2024 г., Новак заявил в начале сентября, что эти планы могут корректироваться. Добровольное решение о сокращении добычи нефти «будет пересматриваться ежемесячно, чтобы рассмотреть возможность углубления сокращения или увеличения производства, в зависимости от ситуации на мировом рынке», сказал тогда вице-премьер.
Ограничения в рамках соглашения ОПЕК+ применяются только к нефти и не распространяются на газовый конденсат. Согласно обновленному в сентябре прогнозу Минэнерго России, производство нефти и конденсата в стране по итогам 2023 г. снизится до 527 млн т по сравнению с 535 млн т - в 2022 г. Прогнозный показатель 527 млн т соответствует 10,54 млн барр./сут. жидких углеводородов.
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