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欧佩克+拟加速夺回市场份额:未来3个月每月增产50万桶!
Jin Shi Shu Ju·2025-09-30 13:53

Core Viewpoint - OPEC+ is considering accelerating its production increase plan to regain market share, with a proposal to increase output by approximately 500,000 barrels per day over three months [2][3] Group 1: Production Plans - An anonymous OPEC+ representative revealed discussions about accelerating the latest production increase plan, proposing an increase of about 500,000 barrels per day each month for three months [2] - The upcoming OPEC+ meeting on October 5 will address how to release the remaining production capacity of 1.66 million barrels per day [2] - Earlier this month, OPEC+ announced a new production increase of only about 137,000 barrels per day, raising questions about when the remaining capacity will be released [2] Group 2: Market Dynamics - The International Energy Agency (IEA) indicated that the global oil market may face a record supply-demand surplus next year, with new production potentially exacerbating this pressure [2] - Traders are particularly focused on China's significant oil purchases to fill its strategic reserves, despite the anticipated oversupply [2] Group 3: Geopolitical Factors - Saudi Arabia is seeking to reclaim global market share lost to competitors like U.S. shale oil producers [3] - Saudi Crown Prince Mohammed bin Salman is scheduled to meet with U.S. President Trump before November, amid calls for lower oil prices [4] - Recent comments from analysts suggest that the resumption of oil exports from Iraq's Kurdistan region and OPEC+'s potential increase in production are contributing to downward pressure on oil prices [6]