石油交易员预计,OPEC+将在本周日的视频会议上维持10月的原油产量不变。多数分析师认为,经过数月加速增产后,OPEC+将选择暂时观望。
彭博社9月1日指出,OPEC+已提前一年完成220万桶/日的闲置产能重启,并在9月批准增产54.7万桶/日,结束了自2023年以来的减产安排。
尽管需求在近期保持稳定,但国际能源署预测,全球市场在年底可能出现明显过剩。今年以来,布伦特原油价格已下跌约9%,目前在伦敦报每桶68美元。
OPEC+官员表示,增产部分是为夺回此前因减产失去的市场份额,但仍有166万桶/日的闲置产能计划维持停产至2026年底。
市场对后续走向存在分歧。多数交易员预计OPEC+将在当前炼厂检修期内保持产量稳定,少数预测会小幅增产。摩根士丹利分析师则认为,OPEC+明年或被迫减产以避免供应过剩。(国际财闻汇)
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