【环球财经】产油国继续快速退出自愿减产 国际油价4日明显下跌

Group 1 - The core viewpoint of the articles indicates that eight OPEC+ member countries have decided to significantly increase their oil supply starting in September, leading to a notable decline in international oil prices [1][2] - As of the latest trading session, the price of light crude oil for September delivery fell by $1.04 to $66.29 per barrel, a decrease of 1.54%, while Brent crude for October delivery dropped by $0.91 to $68.76 per barrel, down 1.31% [1] - The eight countries, including Saudi Arabia, Russia, Iraq, UAE, Kuwait, Kazakhstan, Algeria, and Oman, will increase their daily oil supply by 546,000 barrels from August levels, aligning with market expectations [1][2] Group 2 - The eight countries had previously announced a total voluntary reduction of 2.2 million barrels per day in April and November 2023, with plans to gradually exit this reduction by March 2025 [2] - Goldman Sachs estimates that the actual supply increase from OPEC+ since March has been 1.7 million barrels per day due to compensatory production by other member countries [2] - Analysts suggest that geopolitical factors and potential tariffs could shape oil prices in the medium term, with any significant price increases due to energy sanctions expected to be temporary [2][3] Group 3 - Following new U.S. sanctions threats, at least two shipments of Russian oil intended for Indian refineries have been redirected to other destinations [3] - If Indian refineries cease purchasing Russian oil, approximately 1.7 million barrels per day of oil supply could be at risk [3] - Despite the threats from the U.S., Indian officials have indicated that the country will continue to purchase Russian oil [3]