供应过剩担忧加剧 对冲基金大幅削减美国原油看涨押注

Group 1 - Hedge funds have reduced their long positions in U.S. crude oil to the lowest level since mid-April, driven by rising U.S. crude inventories and OPEC+ production increases, leading to bearish market sentiment [1] - As of last Tuesday, managed money cut its net long position in WTI crude by 9,014 contracts to 78,826 contracts, marking the lowest net long position since early April when tariffs were announced by the U.S. [1] - OPEC+ agreed to significantly increase production in September, reversing the 2.2 million barrels per day cuts implemented in 2023, following the release of U.S. economic data indicating persistent inflation and weak consumer spending [1] Group 2 - The Intercontinental Exchange (ICE) reported that speculators reduced their net long positions in Brent crude by 20,375 contracts to 240,977 contracts [3]