OPEC+周日或提前解除减产，165万桶/日新供应即将到来？

Group 1 - OPEC+ is set to hold a meeting on Sunday to discuss further production increases, potentially marking an early exit from the second layer of production cuts by more than a year as part of its strategy to regain market share [1][2] - Eight OPEC+ countries are expected to hold an online meeting to decide on oil production levels for October, with a potential increase of 1.65 million barrels per day, which represents 1.6% of global demand [2][5] - Despite the consideration of further production increases, OPEC+'s overall reduction framework remains intact, with a planned reduction of 1.65 million barrels per day originally set to last until the end of 2026 [6] Group 2 - The shift in OPEC+'s strategy towards increasing market share comes after years of production cuts aimed at supporting oil prices, influenced in part by calls from U.S. President Trump to increase production to control gasoline prices [5] - The organization controls about half of the world's oil production, and in August, eight member countries increased production by 547,000 barrels per day, initiating a reversal of the largest round of production cuts [5][6] - Market expectations regarding supply and demand balance are reflected in current oil price levels, with further production decisions potentially exerting pressure on prices while also helping OPEC+ maintain its influence in the global energy market [6]