OPEC+大转向，考虑加快增产步伐，全球石油过剩危机加剧？

Group 1 - OPEC+ is considering a faster-than-expected increase in oil production, potentially raising daily output by over 500,000 barrels before September [1][2] - The shift in strategy from price defense to market share competition has raised questions about OPEC's long-term approach [2][3] - Saudi Arabia has guided OPEC to increase production by 411,000 barrels per day over the past three months, with further increases being considered for August [3] Group 2 - The recent decline in oil prices, with Brent crude hovering around $68 per barrel and a 13% drop over the past two weeks, is seen as beneficial for U.S. consumers [4] - If OPEC+ increases production faster than anticipated, it could exacerbate the existing oversupply crisis in the oil market [5][6] - Major banks like JPMorgan and Goldman Sachs predict that oil prices could fall to $60 per barrel or lower by the fourth quarter [7]