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OPEC与EIA报告加剧供应过剩担忧 油价重挫4%创6月以来最大跌幅
智通财经网·2025-11-13 00:32

Group 1 - Oil prices continued to decline after a significant drop, with WTI crude falling to $58 per barrel and Brent crude below $63 per barrel, indicating a potential oil surplus [1][3] - OPEC reported that global oil supply exceeded demand in Q3, and the EIA raised its U.S. production forecast for next year from 13.51 million barrels to 13.58 million barrels [1][3] - The WTI spot price spread turned to a futures premium for the first time since February, signaling a bearish pricing pattern due to ample supply [1] Group 2 - OPEC's forecast indicates that global oil supply will match demand next year, contrasting with previous predictions of a supply shortage by 2026 [3] - The IEA's latest report suggests that oil and gas demand may continue to grow until 2050, with oil consumption projected to increase by 13% from 2024 to 2050 under the current policy scenario [3] - Analysts noted that an oversupply of crude oil is suppressing price increases, and OPEC+ agreed to pause production increases in Q1 of next year after gradually lifting production cuts since August [3] Group 3 - The reopening of the U.S. government may boost consumer confidence and economic activity, potentially stimulating oil demand [4]