汇丰:夏季过后的大量过剩加大了对2025年第四季度布伦特原油均价为65美元/桶预测的下行风险。我们现在预计九月份石油产量将再提高55万桶/日。北半球和中东(用电)的夏季需求目前正在吸收欧佩克+的额外产量。
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