“三连涨”！今晚，油价调整

Core Viewpoint - The recent increase in domestic fuel prices marks the first "three consecutive increases" in retail fuel prices this year, with gasoline and diesel prices rising by 235 yuan and 225 yuan per ton respectively, leading to higher costs for consumers and logistics companies [1][2]. Group 1: Price Adjustments - The adjustment will result in a price increase of approximately 0.18 yuan per liter for 92-octane gasoline, 0.2 yuan for 95-octane gasoline, and 0.19 yuan for 0-octane diesel, translating to an additional cost of around 8 yuan for filling a 50-liter tank [1]. - For logistics companies, the average fuel cost per 100 kilometers for a fully loaded 50-ton vehicle will increase by about 7.6 yuan, while for city vehicles consuming 7 to 8 liters per 100 kilometers, the cost will rise by approximately 1.3 yuan [2]. Group 2: Market Dynamics - The upcoming "OPEC+" meeting on July 6 is expected to finalize oil production increases, with a decision to raise output by 411,000 barrels per day starting in July, reflecting a strong willingness to adjust production based on market conditions [2]. - The International Energy Agency (IEA) has indicated that the global oil supply is projected to exceed demand significantly, with supply potentially reaching 107.2 million barrels per day by 2030, surpassing expected demand by 1.7 million barrels per day [3]. - Despite the potential for short-term upward pressure on oil prices due to seasonal demand in the U.S. and ongoing tariff negotiations, the overall outlook suggests that high remaining production capacity and economic demand constraints will limit price increases [3].