Core Viewpoint - The decline in oil prices is attributed to the easing of geopolitical risks in the Middle East and the anticipated increase in production by OPEC+ in August, which enhances supply outlook [1] Group 1: Geopolitical Factors - The market has largely eliminated the geopolitical risk premium in oil prices following the ceasefire between Iran and Israel [1] - Analysts note that the geopolitical tensions that previously supported higher oil prices have diminished significantly [1] Group 2: OPEC+ Production Plans - OPEC+ representatives indicated plans to increase production by 411,000 barrels per day in August, following similar increases in May, June, and July [1] - This planned production increase is expected to further pressure oil prices downward due to improved supply forecasts [1]
地缘风险溢价消退 油价开盘下跌
news flash·2025-06-30 00:53