沙特“变脸”太快！油价狂泻至四年低点，华尔街紧急撕报告

Group 1 - Saudi Arabia has led a bold initiative to reshape the global oil market by aggressively increasing production within OPEC+, prompting Wall Street analysts to lower price forecasts and raising concerns about oversupply [1][3] - OPEC+ announced an additional supply of 411,000 barrels per day for June, with Saudi Arabia warning of potential further increases in the future [1][3] - Goldman Sachs has revised its Brent crude oil price forecasts down by $2 to $3 per barrel for the next two years, while Morgan Stanley has made a larger cut of $5 for this year's quarter [3][4] Group 2 - Morgan Stanley expects an increase in oversupply by 400,000 barrels per day, reaching a total of 1.1 million barrels per day in the second half of the year following OPEC+'s latest actions [4] - Analysts from Morgan Stanley interpret OPEC+'s communication as a potential signal for a comprehensive acceleration in the cancellation of production quotas [4] - ING emphasizes the importance of Saudi Arabia's tolerance for lower oil revenues and the complex global landscape, suggesting that OPEC+'s aggressive production increases could lead to an earlier arrival of oversupply, potentially resulting in a surplus throughout 2025 [4]