欧佩克+拟推新产能框架，2027年配额争夺战正式打响！

Group 1 - OPEC+ representatives will meet in Vienna to discuss updating the capacity estimation procedures for member countries, aiming to establish a new production baseline and set production targets for 2027 [1] - The International Energy Agency (IEA) reports that the maximum sustainable capacity of OPEC+ and Mexico is 47.9 million barrels per day, with OPEC+ production in August increasing by 509,000 barrels per day to 42.4 million barrels per day [1] - The initial plan to implement a new production baseline by 2025 has been delayed to 2026 and then to 2027 due to disagreements over the assessment process among member countries [1] Group 2 - OPEC+ has been gradually increasing production since April, fully reversing the initial 2.5 million barrels per day cut by September, which represents about 2.4% of global demand [2] - The latest production policy for October aims to continue this trend by lifting a second batch of production cuts, ahead of the original schedule by more than a year [2] - Compliance issues complicate the situation, as countries like Kazakhstan, Iraq, and the UAE have exceeded their quotas, prompting Saudi Arabia to advocate for stricter adherence to regulations [2]