OPEC+会议提前至周六，第四轮大幅增产或将敲定

Core Viewpoint - OPEC+ is accelerating its production increase strategy, planning to review a significant production increase of 411,000 barrels per day for August during an upcoming online meeting, which has been moved forward due to scheduling issues [1] Group 1: Production Strategy - OPEC+ has agreed to increase production at the same scale for May, June, and July, which is three times its initial plan [2] - Saudi Arabia is eager to restore more idle capacity to regain market share previously lost to U.S. shale oil producers and other competitors [3] Group 2: Market Impact - The ongoing production increase by OPEC+ may exacerbate the risk of oversupply, casting a shadow over market prospects, as global oil inventories have been rising at a rate of approximately 1 million barrels per day [3] - The International Energy Agency (IEA) predicts a severe oversupply situation later this year, with several forecasting institutions, including JPMorgan, expecting oil prices to decline [3] - Brent crude oil futures were trading around $68 per barrel, reacting to market conditions, including a recent 12% drop due to eased concerns over Middle Eastern energy export disruptions [3]