高盛预计OPEC+在9月之后将维持产量配额不变。此前OPEC+同意9月份再次大幅增加石油产量幅度为54.7万桶/日。高盛

智通财经
04 Aug
高盛预计OPEC+在9月之后将维持产量配额不变。此前OPEC+同意9月份再次大幅增加石油产量幅度为54.7万桶/日。高盛分析师在8月3日的报告中指出经合组织国家的原油库存可能加速上升同时季节性需求支撑正在逐步减弱。高盛维持油价预测不变预计布伦特原油今年第四季度平均水平为64美元/桶2026年将跌至56美元/桶。这一预测面临双向风险:一方面对俄罗斯和伊朗供应的制裁可能带来上行风险;另一方面美国的关税政策、二级制裁威胁以及疲软的经济数据构成下行风险。高盛的报告还指出OPEC+在当前阶段“保持灵活”未来可能根据形势发展进一步增产或重新减产。布伦特原油期货周一亚洲早盘下跌0.6%报69.29美元/桶。

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