“High-cost supply — primarily non-Opec — is being forced out,” the IEA said. “Supply in the US — which had been the motor of growth — is already sinking swiftly.”

“高成本的供应——主要是非欧佩克国家——正在被挤出市场，”IEA称，“美国的石油供应——此前一直是供应增长的推动力——已经在迅速下降。”

Non-Opec supply slipped 180,000 b/d to 58.3m b/d in September as spending cuts of more than 20 per cent by the world’s biggest energy companies had an impact. Production is expected to average at this level for 2015, before dropping a further 500,000 b/d next year.

受全球大型能源公司削减支出20%以上的影响，9月非欧佩克国家的日均石油供应量减少18万桶，达到每日5830万桶。预计2015年的日均产油量将处于这一水平，而明年预计将进一步减少50万桶。

“The sharpest slowdown is in the US,” the IEA said. “Further reductions in drilling activity since the start of September are expected to accelerate declines in US light tight oil production.”

“放缓最多的是美国，”IEA称，“自9月初以来钻探活动进一步减少，预计美国轻致密油(light-tight oil)产量将加速下滑。”

US year-over-year gains have eased to just 300,000 b/d from 1.6m b/d in early 2015.

美国石油日产量的同比增幅，从2015年初的160万桶减少至30万桶。

Non-Opec supplies nevertheless exceeded expectations, with Brazil and Russia recording record output levels during August and September.

不过，非欧佩克国家的石油供应状况超出了预期，8月、9月巴西和俄罗斯的石油产量均刷新了纪录。

Opec crude supply — led by record Iraqi output, which offset declines from Saudi Arabia — rose 90,000 b/d in September to 31.7m b/d. Year to date the group has pumped 31.2m b/d, 1m b/d higher than the same period a year ago, before the cartel decided to keep the taps open to win back customers rather than defend prices.

9月，欧佩克日均原油供应量增加9万桶，达到3170万桶——伊拉克产量创纪录抵消了沙特减产的影响。今年迄今，欧佩克平均日产原油3120万桶，产油量较去年同期日均增加100万桶。面对油价大幅下跌，欧佩克决定保持产量以重新赢回客户，而没有为支持价格而增产。