OPEC+增产抢市难挽油价颓势

Group 1 - OPEC has agreed to increase oil supply by 411,000 barrels per day starting in May, which adds downward pressure on already low international oil prices [1] - The increase in production is seen as a move to improve compliance with production cut agreements among member countries rather than a significant boost in actual output [1] - The strategy of oil-producing countries appears to be shifting from "production cuts to maintain prices" to "increasing production to capture market share" [1] Group 2 - Current low international oil prices are primarily due to weak demand, which has outpaced the efforts of oil-producing countries to cut production [3] - The U.S. has implemented new tariff policies that have weakened market confidence in economic recovery, leading to declines in commodity prices, including oil [3] - The International Energy Agency (IEA) has significantly lowered its 2024 global oil demand growth forecast from 1.03 million barrels per day to 730,000 barrels per day, further limiting the potential for oil price recovery [3] Group 3 - Other oil-producing countries, including the U.S., have increased production, with U.S. output reaching a historical high of 13.2 million barrels per day, contributing to a global oversupply of oil [3] - Some OPEC member countries have begun to expand production to capture market share, expressing dissatisfaction with the production cut quotas [3] - OPEC has received further reduction plans from countries like Iraq and Kazakhstan, indicating internal disagreements on whether to maintain increased production [3]