OPEC+或加快增产步伐 沙特谋求夺回全球市场份额
智通财经网·2025-09-30 20:31

Group 1 - OPEC+ plans to discuss the possibility of accelerating production increases at the meeting on October 5, considering a rapid release of the previously committed supply increase of 1.66 million barrels per day over three months, approximately 500,000 barrels per month [1] - The International Energy Agency (IEA) projects that global crude oil supply will exceed demand by an average of 3.33 million barrels per day in 2026, marking a historic annual surplus [1] - Recent large purchases of crude oil by China to fill its strategic reserves have somewhat alleviated the accumulation of Western inventories [1] Group 2 - Earlier this month, OPEC+ announced an increase of only 137,000 barrels per day, which was below market expectations, raising questions about when the remaining production will return to the market [2] - Analysts indicate that there may be uncertainties in the implementation of the production increase among OPEC+ member countries due to previous overproduction and financial pressures or international sanctions affecting some producers [2] - While the production increase plan may help Saudi Arabia and its allies regain market share, it could also exacerbate the risk of global crude oil oversupply in the next two years [2]