在油价在最新一轮跌势中跌破每桶60美元、促使页岩油生产商开始制定收缩计划之前,美国就已下调了对今年国内原油产量的预测。
美国能源信息管理局(EIA)周二发布的《短期能源展望》显示,2025年,美国原油日产量预计在1342万桶,较上月预测值减少约10万桶。该预测并未计入最新的美国关税水平,也未计入OPEC及其盟友上周末同意的增产。
随着美国总统唐纳德·特朗普发动的贸易战升级,以及OPEC+增产导致油价暴跌,对美国原油产量的预期可能还将进一步下调。多家大型美国页岩油生产商正计划削减钻机数量,Diamondback Energy Inc.本周表示,美国页岩油产量可能已经见顶。EIA预计明年美国原油日产量为1349万桶,较此前预测下降7万桶。
EIA表示,今年全球原油日均需求预计将增至1.037亿桶,较之前的预测高出10万桶。
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