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OPEC+周日会议在即,沙特力推加速增产,誓言重夺市场份额!
Hua Er Jie Jian Wen·2025-09-05 13:37

Core Viewpoint - Saudi Arabia is pushing OPEC+ to consider restoring more oil production to regain market share amid weak global demand, with a video meeting scheduled to discuss the handling of the currently suspended 1.66 million barrels per day supply [1][5]. Group 1: OPEC+ Production Strategy - Saudi Arabia aims to accelerate the planned increase in oil supply before the end of next year to counteract the impact of falling prices and reclaim market share previously ceded to competitors like U.S. shale oil producers [5]. - OPEC+ has already resumed 2.2 million barrels per day of previously halted production over the past five months and is now faced with the decision on how to manage the remaining 1.66 million barrels per day of suspended supply [5]. Group 2: Market Impact and Price Pressure - Further production increases could exacerbate the anticipated oversupply in the fourth quarter, putting additional downward pressure on oil prices [5]. - Despite concerns about the market's ability to absorb extra oil, the market has not collapsed since OPEC+ began restoring production [5]. - Goldman Sachs predicts that non-OPEC supply growth (excluding the U.S.) will lead to a surplus of 1.8 million barrels per day by 2026, potentially pushing Brent crude prices down to $50 per barrel by the end of that year [5].