瑞穗证券:欧佩克+拟大幅增产 反映沙特信心满满而非意图抢夺份额

格隆汇
Jul 07, 2025

格隆汇7月7日|瑞穗证券分析师Robert Yawger在报告中指出,欧佩克+决定在8月增产54.8万桶/日表明沙特是出于对市场需求的信心,而非试图通过增产来争夺市场份额。他指出,沙特阿美近日还上调了8月面向亚洲市场的原油售价。“如果沙特真想通过增产54.8万桶/日来打压市场、抢夺份额,他们就会降低旗舰原油的官方售价。”当前这一决策反而说明,“沙特认为市场依然紧俏”,这一点从WTI原油和布伦特原油...

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