جميع البيانات المنشورة من الشركة لا تعد توصية من الشركة باتخاذ قرار استثماري معين،
والشركة غير مسئولة عن أي تبعات قانونية أو قرارات استثمارية أو خسائر تنتج عن استعمال هذه البيانات.
كسرت منظمة أوبك جمودا حول قيود إنتاج لتتفق على تخفيض أكبر من المتوقع مع حلفاءها بعد يومين من مفاوضات صعبة في فيينا.
وإتفقت المنظمة وشركائها على سحب 1.2 مليون برميل يوميا من السوق على ان تتحمل أوبك نفسها من هذا العبء 800 ألف برميل. وخرجت إيران منتصرة من المحادثات المثيرة للخلاف قائلة إنها حصلت على إعفاء من التخفيضات حيث إنها تعاني من أثار العقوبات الأمريكية.
وقفز خام برنت 5.4% مما يثير خطر ان الاتفاق قد يثير غضب الرئيس الأمريكي دونالد ترامب، الذي حث المنظمة على عدم تخفيض الإنتاج لإبقاء الأسعار منخفضة.
وجاءت تلك الإنفراجة في مقر منظمة البلدان المصدرة للبترول (أوبك) بعد سلسلة من الاجتماعات الثنائية عقدتها روسيا البلد غير العضو بأوبك، التي أصبحت وسيطا رئيسيا بين الخصمين اللدودين السعودية وإيران. وتتعرض أوبك لضغط متزايد من قوى تعيد رسم خارطة النفط العالمية مما يتركها أكثر إعتمادا على دعم روسيا وفي نفس الوقت تواجه أيضا معارضة قوية من ترامب.
ويعد الاتفاق النهائي مفاجأة لأن المناقشات تركزت في وقت سابق على تخفيض مقترح للإنتاج من أوبك وحلفاءها بنحو مليون برميل يوميا على ان تخفض أوبك 650 ألف برميل من الإجمالي، وفقا لمندوبين.
وسيستخدم المنتجون مستويات إنتاج أكتوبر كأساس للتخفيضات وسيتم مراجعة الاتفاق في أبريل. ومساهمة روسيا في التخفيض غير معلومة حتى الأن. وقبلت روسيا في البداية تخفيضا يتروح بين 100 ألف و150 ألف برميل يوميا، لكن أشارت بعدها إنها ربما توافق على تخفيض أكبر طفيفا.
وقد تغيرت أمور كثيرة لأوبك منذ عام 2016 عندما أنهت روسيا والسعودية عدائهما التاريخي وبدءا يديران السوق معا. وحول التحالف المنظمة إلى إحتكار ثنائي فيه يفرض الكريملن نفوذه.
خبرة أكثر من 15 عام في التحليل الأساسي (الإخباري والاقتصادي) لأسواق المال العالمية ومتابعة تطورات الاقتصاد العالمي بالإضافة إلى قرارات البنوك المركزية
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