油价遭遇2023年以来最糟月度表现

Group 1 - Oil prices are experiencing the longest monthly decline in over two years, with Brent crude stabilizing above $63 per barrel and expected to see a fourth consecutive month of decline in November [1] - The WTI futures price is near $59 per barrel, with trading paused due to technical issues at the CME Group [1] - OPEC+ is likely to extend its production cut plan until early 2026, with the upcoming meeting focusing on long-term assessments of member countries' production capacity [1] Group 2 - Year-to-date, Brent crude prices have dropped by 15%, driven by expectations of oversupply in the global oil market as OPEC+ resumes production and non-OPEC producers increase output [2] - JPMorgan Chase forecasts a daily oversupply of 2.8 million barrels in 2026 and 2.7 million barrels in 2027 [2] - The potential resolution of the Ukraine conflict could significantly impact the oil market, as Russia's oil exports are currently under severe Western sanctions [2] Group 3 - The CEO of XAnalysts Pty suggests that a potential peace agreement regarding Ukraine may take time, as Russia might choose to store some oil rather than sell it immediately [3] - There are indications that U.S. sanctions are pressuring Russian oil producers, with oil inventories in Russia exceeding 16 million barrels, a level not seen since the onset of the Ukraine conflict in 2022 [3]