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高盛给油市送上“定心丸”:OPEC+很快就会停止增产
Goldman SachsGoldman Sachs(US:GS) 智通财经网·2025-07-10 11:10

Group 1 - Goldman Sachs predicts that OPEC+ is likely to halt further oil production increases after the next collective increase [1] - The market's focus is shifting towards OPEC+'s next actions as the first phase of large-scale production increases is nearing its end [1] - OPEC+ major members, including Russia, have announced a restoration of voluntary production cuts totaling 1.78 million barrels per day, with approximately 550,000 barrels per day remaining to be restored in the first phase [1] Group 2 - Signs of tightening market supply include a drop in crude oil inventories at the Cushing storage hub to the lowest seasonal level since 2014, along with a significant reduction in diesel inventories [2] - Analysts express concerns that the current supply tightness may end due to slowing demand growth and increased supply from non-OPEC countries such as Guyana, Brazil, Canada, and the U.S. [2] - Goldman Sachs forecasts surpluses in oil supply for this year and next, which is a reason for the expectation that OPEC+ will soon stop increasing production [2]