观点石油和天然气行业

Rouble weakness/oil: combat stress will force Russia to pump more
Lex专栏:战争压力将迫使俄罗斯增加石油出口

A weak currency offers an incentive to boost oil exports just when Saudi Arabia reduces supply
就在沙特阿拉伯减少供应之际,弱势卢布给俄罗斯带来增加石油出口的动力,即便它已向欧佩克+承诺从本月起每日减产50万桶。

The rouble is a petrocurrency. Crude oil is a quarter of Russian exports, the largest component. Brent, still the international benchmark for oil, has risen by a fifth in the past two months. Despite that, Russia’s currency has sunk nearly as much against the dollar. On Monday alone it lost some 2 per cent. One might expect the two to move more in tandem.

卢布是一种石油货币。原油占俄罗斯出口的四分之一,是最大组成部分。仍是国际油价基准的布伦特原油(Brent crude)在过去两个月上涨了五分之一。尽管如此,俄罗斯货币对美元的汇率近乎下跌了相同幅度。卢布仅周一就走低约2%。人们本来也许会预计卢布更加紧密地跟随油价。

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