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OPEC+内讧升级!哈萨克斯坦死扛不减产 沙特“惩罚性增产”会否引爆油价崩盘?
Jin Shi Shu Ju·2025-05-08 12:55

Core Viewpoint - Kazakhstan's energy ministry announced no plans for oil production cuts in May, maintaining tensions within OPEC+ due to continued breaches of production limits [1] Group 1: Production and Compliance - Kazakhstan's average daily production of crude oil and condensate in May is set at 277,000 tons, unchanged from April, while March's production was 260,000 tons [1] - The OPEC+ agreement stipulates that Kazakhstan's crude oil production should be slightly below 1.4 million barrels per day for May, with planned production (including condensate) estimated at approximately 2 million barrels per day [1] - Kazakhstan typically produces around 260,000 barrels per day of condensate, a type of light oil [1] Group 2: Relations with OPEC+ - OPEC+ members, led by Saudi Arabia, have recently agreed to significantly increase oil production, surprising traders and causing a drop in oil prices [1] - Saudi Arabia has warned that it will further increase oil production if quota violators do not comply with regulations [1] - Kazakhstan asserts limited influence over production decisions for domestic projects operated by foreign companies, as highlighted by Chevron's CEO stating no government directives to limit production at the Tengiz oil project [2]