欧佩克+计划于11月再次上调原油产量？如何影响油价走势

Core Viewpoint - OPEC+ is likely to approve a new round of oil production increases of at least 137,000 barrels per day in the upcoming meeting, aiming to regain market share as oil prices continue to rise [1] Group 1: Production Adjustments - Since April, OPEC+ has abandoned its production cut strategy, increasing production quotas by over 2.5 million barrels per day, which accounts for approximately 2.4% of global demand [1] - The eight member countries of OPEC+ plan to fully cancel a voluntary production cut of 2.2 million barrels per day by the end of September and have initiated the process to cancel another cut of 1.65 million barrels per day starting in October [3] - OPEC+ has approved the UAE to increase its production by 300,000 barrels per day from April to September [3] Group 2: Market Impact - Oil prices have fluctuated between $60 and $70 per barrel since OPEC began increasing production in April, with a recent spike to over $70 per barrel due to disruptions in Russian energy infrastructure caused by drone attacks [2] - OPEC+ members collectively implemented a peak production cut of 5.85 million barrels per day, which included voluntary cuts and reductions from member countries [2] Group 3: Upcoming Meetings - An online meeting is scheduled for October 5, where OPEC+ will determine the production plan for November, with discussions indicating an increase of at least 137,000 barrels per day [1][3] - The final decision regarding the production increase has not yet been finalized, as many OPEC+ members are already operating at full capacity [3]