俄罗斯原油产量降幅在9月放缓，因该国增加了海外出口，而其炼厂仍承受压力。
The pace of decline in Russia’s crude production slowed in September as the country shipped more oil overseas, while its refiners remained under pressure.
石油输出国组织（OPEC）在一份报告中援引二手消息来源称，该国上月日均产量为864.3万桶。较修正后的8月日均产量减少3.8万桶，而8月日均产量已较7月减少17.4万桶。
The country pumped an average 8.643 million barrels a day last month, the Organization of the Petroleum Exporting Countries said in a report, citing secondary sources. That’s a drop of 38,000 barrels a day from the revised August average, which was down 174,000 barrels from July.
俄罗斯石油行业承受严重压力，因乌克兰袭击该国炼厂迫使多家工厂减产或停产，生产商不得不向海外大量出售原油。基辅一直在袭击这些设施，旨在削弱克里姆林宫为其在乌克兰的战争提供资金的能力。
Russia’s oil industry is under severe strain, with producers needing to sell large volumes of crude abroad since Ukrainian attacks on the country’s refineries forced a number of plants to reduce or halt operations. Kyiv has been striking the sites in an effort to impair the Kremlin’s ability to finance its war in Ukraine.
虽然9月对俄罗斯炼厂的袭击强度降至三个月低点，但袭击速度仍快于维修速度，阻碍了吞吐量的任何有意义增长。结果，日均加工量低于400万桶，远低于乌克兰袭击行动开始前每天540万至550万桶的季节性常态。
While the intensity of attacks on Russian refineries dropped to a three-month low in September, the pace of strikes still outstripped the speed of repairs, preventing any meaningful increase in throughput. As a result, processing rates were below 4 million barrels a day on average, far less than the 5.4 million to 5.5 million-barrel-a-day seasonal norm before Ukraine’s campaign began.
瑞斯达能源（Rystad Energy）预计，如果乌克兰维持当前袭击节奏，俄罗斯日原油加工量将“维持稳定”在350万至400万桶。尽管美国总统特朗普近期宣布两国达成“能源停火”，但双方似乎均未同意这种停止。克里姆林宫发言人佩斯科夫随后表示，关于潜在停火的沟通仍在继续。
Rystad Energy sees Russia’s daily crude-processing rates staying “steady” at 3.5 million to 4 million barrels if Ukraine keeps up the current pace of attacks. Although US President Donald Trump recently announced an “energy ceasefire” between the two countries, neither side appears to have agreed to such a halt. Kremlin spokesman Dmitry Peskov since said communication over a potential truce is continuing.
根据与OPEC+盟友达成的协议，俄罗斯9月原油产量较当月配额少130.6万桶/日。
Russia’s crude production in September was 1.306 million barrels a day below its quota for the month in an agreement with OPEC+ allies.
在中东持续冲突和波斯湾供应受限的背景下，俄罗斯正向国际市场运送更多原油。根据彭博社汇总的油轮追踪数据，截至10月4日的四周内，海外原油运输量升至每日376万桶，为自8月初以来的最高水平。
Russia is shipping more of that crude to foreign markets amid ongoing hostilities in the Middle East and constrained supplies from the Persian Gulf. In the four weeks through Oct. 4, overseas crude shipments rose to 3.76 million barrels a day, the most since early August, according to tanker-tracking data compiled by Bloomberg.
