澳新银行:欧佩克+增加石油供应的时间有限
news flash·2025-07-31 09:26
Core Viewpoint - ANZ analysts indicate that OPEC+ has a limited time window to increase oil supply due to weak demand growth and signs of slowing gasoline consumption in the U.S. [1] Group 1: OPEC+ Supply Increase - OPEC+ is expected to approve an increase of 500,000 barrels per day in September, completing the process of unwinding voluntary production cuts [1] - Current market inventories are in line with or slightly below levels from the same period last year, suggesting that the increase in supply should not pose immediate issues [1] Group 2: Future Supply and Demand Outlook - ANZ forecasts a significant increase in inventories later this year, estimating a surplus of 1.74 million barrels per day in the fourth quarter [1]