沙特发“最后通牒”：除非OPEC+成员国“守规矩”，否则将再增产

Core Viewpoint - Saudi Arabia has issued a final ultimatum to OPEC+ members violating production quotas, demanding compliance or facing increased market supply [1][2] Group 1: OPEC+ Production Decisions - OPEC agreed to increase production by 411,000 barrels per day in June, marking the second consecutive month of production increases [1] - This increase is seen as a punitive measure against countries like Kazakhstan and Iraq that have consistently exceeded their production quotas [1] Group 2: Saudi Arabia's Stance - Several OPEC+ representatives indicated that unless countries agree to a production cut, Saudi Arabia is considering gradually lifting its voluntary reduction of 2.2 million barrels per day [2] - This voluntary cut has been a key factor supporting global oil prices, with OPEC+ initially planning to restore this reduction by the end of 2026 [2] Group 3: Market Implications - If Saudi Arabia follows through on its threat, the global oil market could face a significant supply increase in the coming months, potentially exerting further downward pressure on already weak oil prices [5] - The strong stance from Saudi Arabia suggests a fracture in OPEC+ unity, which typically undermines market confidence in the organization's ability to control supply [5]