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分析师警告称:下半年可能出现近2亿桶的供应过剩,但这尚未反映在市场定价中
news flash·2025-07-27 20:41

Core Viewpoint - Strong demand, particularly for aviation fuel, and low inventory are currently supporting oil prices, but analysts warn of a potential supply surplus of nearly 200 million barrels in the second half of 2025, which is not yet reflected in market pricing [1] Group 1: Current Market Conditions - Oil prices have remained around $70 per barrel this summer, supported by strong demand and low inventory levels [1] - Major institutions like the International Energy Agency (IEA) and the U.S. Energy Information Administration (EIA) have issued warnings about increasing supply surpluses [1] Group 2: Future Projections - A projected global oil supply surplus of 2 million barrels per day is expected in 2026, driven by OPEC+ easing production cuts and non-OPEC countries also reducing output [1] - The risk of oil price declines is anticipated to increase later this year as supply surpluses grow [1]