沙特、俄罗斯等八国达成共识

Core Viewpoint - OPEC+ has decided to increase oil supply by 137,000 barrels per day starting December, while also announcing a pause in production increases from January to March 2026, marking the first break in their continuous production increase since April 2023 [1] Group 1: OPEC+ Production Decisions - OPEC+ will increase daily oil supply by 137,000 barrels starting December [1] - The decision to pause production increases from January to March 2026 is significant as it breaks the continuous increase trend established since April 2023 [1] - OPEC+ aims to maintain market stability based on the current healthy oil market fundamentals and stable global economic outlook [1] Group 2: Market Reactions and Concerns - International oil prices saw a slight increase, with Brent crude futures rising above $65 per barrel and WTI crude futures above $61 per barrel [1] - There are growing concerns about an oversupply in the international oil market, with OECD oil inventories rising to 2.878 billion barrels, exceeding the five-year average by 100 million barrels [1] - The International Energy Agency predicts a potential record oil surplus in 2026 [1] Group 3: Future Considerations - Market participants should focus on when OPEC+ might initiate production cuts due to inventory pressures rather than whether they will complete the new round of production increases [2] - Major oil-producing countries, particularly Saudi Arabia, have the capacity to reduce production by over 2 million barrels if needed [2] - The upcoming OPEC+ meeting on November 30 will review production levels for 2026 [2]