摩根士丹利表示，预计OPEC+在8月、9月、10月这三个月继续恢复石油产量，从而令油价进一步走低。
该组织的八个关键成员国曾于2023年11月自愿减产，他们于周六宣布同意连续第三个月大幅增加石油产量。包括Martijn Rats在内的摩根士丹利分析师在6月2日的一份报告中表示，这意味着到10月，此前削减的220万桶/日的产量将被全数解除。
高盛与摩根士丹利的观点形成对比。高盛在周日发布的一份报告中表示，预计OPEC+将仅再增产一个月。两家投行均维持了各自的价格预测，并预测今年晚些时候将出现供应过剩。
摩根士丹利预计，今年最后两个季度，布伦特原油的均价为每桶57.5美元，2026年上半年为每桶55美元。
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