欧佩克+即将敲定9月增产计划 不排除小幅增产的谨慎方案

Core Viewpoint - OPEC+ is set to finalize its production plan for September, weighing between a full exit from the 2.2 million barrels per day (bpd) reduction or a more cautious approach due to increasing supply-demand uncertainties [1] Group 1: Production Plans - Eight core OPEC+ member countries will decide on August 3 whether to fully exit the 2.2 million bpd oil production cut plan in September [1] - The group has already decided to implement about 80% of the 2.46 million bpd increase plan, which includes a capacity adjustment of 300,000 bpd from the UAE [1] - The market generally anticipates an additional increase of 548,000 bpd in September, maintaining the acceleration seen in August, which would restore production 12 months ahead of the original schedule [1] Group 2: Member Perspectives - A representative confirmed that their country supports completing the full increase in September, with several major member countries advocating for a faster pace, especially considering some countries have been producing above their quotas for an extended period [1] - However, at least one member country is leaning towards a more cautious approach due to concerns over oil prices, suggesting that the 548,000 bpd increase could be split into smaller adjustments of 137,000 bpd each month from September to December [1]