石油化工行业周报第415期:OPEC+持续大幅增产 关注地缘政治和季节性需求变化

光大证券
Aug 10, 2025

OPEC+大幅增产叠加地缘政治缓和,本周油价下跌。本周OPEC+宣布将于9月增产54.7 万桶/日,提前一年取消2023 年宣布的220 万桶/日大规模减产,叠加美俄宣布会晤,有望推动俄乌冲突缓和,油价下跌。截至2025 年8 月8日,布伦特、WTI 原油分别报收66.32、63.35 美元/桶,较上周五分别下跌4.6%、5.8%。OPEC+大规模增产加速落地,下一期产量决策不确定性仍存。本周...

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