油价不跌反涨！OPEC+放弃“精准控价”，转而开打市场份额战

Group 1 - OPEC+ plans to increase oil production in August, yet oil prices have risen to a two-week high, indicating a complex market dynamic [1][2] - Internal disagreements within OPEC+ regarding production quotas are intensifying, leading to a global market share competition [1][2] - The increase in production for August is significantly larger at 54.8 thousand barrels per day compared to previous months' increases of 41.1 thousand barrels per day [1] Group 2 - The U.S. has seen a slowdown in drilling activities, with the number of active rigs dropping to 425, the lowest since October 2021 [3] - OPEC+ is leveraging this situation to increase production, aiming to force marginal producers out of the market [2][3] - The geopolitical tensions surrounding Iran have also influenced oil prices, with Brent crude experiencing a significant rise and subsequent fall due to military actions and ceasefire agreements [4] Group 3 - Despite recent increases, WTI crude prices have still fallen by 4.7% year-to-date, reflecting ongoing volatility in the oil market [4] - The easing of trade and inflation concerns since April has provided support for oil prices, as global economic outlooks improve [4]