石油巨头们计划提高产量 恐将加剧全球供应过剩

环球市场播报
Oct 31, 2025

  尽管原油价格疲软,且OPEC+供应增加,但全球最大的石油公司预计仍将推进加快产量增长的计划。综合分析师们的估计,埃克森美孚雪佛龙、壳牌、英国石油公司(BP)和道达尔能源今年的产量可能会增长3.9%,2026年增长4.7%。这些增幅(包括新项目和收购)似乎旨在抓住明年下半年预期中的油价上涨机会。这些公司正在裁员、削减低碳投资并减少股票回购,以便将资金集中投入到石油和天然气生产上。石油和天然气业务仍是该行业绝大部分利润的来源,且提供了高于低碳投资的回报。

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