油价连续第二日收跌，市场对美俄制裁威胁反应平淡，焦点重回夏季用油高峰后可能出现的供应过剩局面。尽管短期季节性因素收紧市场，但国际能源署(IEA)警告今年全球石油供应增速将三倍于需求。
石油输出国组织(OPEC)维持原油需求预期不变，预计未来数周全球贸易紧张局势将缓解。该组织重申"石油时代远未终结"的立场，强调本世纪中叶前全球需求将持续增长。与此同时，埃克森美孚发出盈利预警，恰逢OPEC+宣布扩大增产规模。
能源企业动态频传：英国石油(BP)示警油气价格下跌将拖累业绩，但预计上游产量将环比回升；丹麦沃旭能源(Orsted)成功为台湾大彰化2号海上风电场筹措30亿美元银团贷款。委内瑞拉17亿美元争议债券则使雪铁戈(Citgo)出售案再添变数。
美国市场呈现"库欣效应"：原油库存连续两周激增710万桶，而独立日假期前汽油需求回升致库存下降。值得警惕的是，柴油紧缺可能推高今冬运输及供暖成本。
政策层面波澜再起：特朗普总统本周签署的行政令为可再生能源投资者蒙上新阴影，私人股本机构尤为承压。颇具讽刺意味的是，其预算法案刚鼓励开发商在年内启动新项目。
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