重新聚焦供应过剩？报道：OPEC+正讨论从10月起暂停增产

Group 1 - OPEC+ is discussing a pause in further production increases after the next monthly increase starting in October, with a preliminary plan to complete a final increase of 550,000 barrels per day in September [1] - Current daily production is approximately 166 million barrels, and a video meeting is scheduled for August 3 to finalize the September production plan [1] - Following the news, oil prices dropped, with WTI crude falling by 1% to $66.27 per barrel and Brent crude by 1% to $69.47 per barrel [1] Group 2 - Goldman Sachs predicts a supply surplus in the oil market for the next two years, suggesting that OPEC+ will likely announce a halt to further production increases after the next meeting [2] - The investment bank expects OPEC+ to complete the lifting of the 2.2 million barrels per day production cut agreement in early August and then stop increasing production [2] - Analysts anticipate that global oil supply will begin to exceed demand later this year [3] Group 3 - OPEC maintains its controversial forecast that global oil consumption will continue to grow until 2050, projecting a 19% increase to nearly 123 million barrels per day [3] - The organization has adjusted its demand forecast upward by approximately 3 million barrels per day compared to previous estimates, with India expected to lead this demand expansion [3] - OPEC's optimistic long-term demand outlook contrasts sharply with views from other institutions, which predict that oil demand growth will cease at some point in the next decade [3]