【金十整理:欧佩克+会议重点一览——继续加速增产、重申市场稳定承诺】会议重点:1. 八个参与国将在6月增产41.1万桶/日,连续第二个月加快增产步伐。2. 逐步增产计划可能会暂停或逆转,具体取决于市场形势的发展。3. 八国重申,在当前健康的市场基础上保持稳定市场的承诺,并上调产量。4. 沙特6月份的原油配额设定为936.7万桶/日,俄罗斯为905万桶/日,伊拉克为394.6万桶/日,阿联酋为308.2万桶/日,科威特为244.3万桶/日,哈萨克斯坦为136.8万桶/日,阿曼计划为76万桶/日,阿尔及利亚为92.8万桶/日。5. 下一次制定7月政策的会议定在6月1日举行。市场分析:1. 国际文传电讯社预计,考虑到补偿减产因素,6月份实际增产可能为35.9万桶/日。2. Rystad Energy分析师:欧佩克+向市场投下一枚重磅炸弹。沙特此举既是为了惩罚不守规矩的成员,也是为了迎合特朗普的油价愿景。3. 欧佩克+原计划是从4月开始,在18个月内逐步且稳定地解除减产,但现在的决策将在短短三个月内就回补近一半的减产幅度(220万桶/日)。其他看点:1. 俄罗斯副总理诺瓦克呼吁,欧佩克+国家在石油市场的供需平衡中作出平等贡献,敦促欧佩克+国家遵守石油产量限制和补偿计划。
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