托克集团警告明年石油市场或现“超级供应过剩”
Sou Hu Cai Jing·2025-12-10 10:05

Group 1 - Trafigura warns of a potential "super glut" in the oil market due to increased supply and economic slowdown in the coming year [1][3] - The chief economist of Trafigura, Saad Rahim, indicates that weak demand may lead to further declines in already low oil prices, suggesting that the market may struggle to escape this situation [3] - Trafigura's oil trading head, Ben Luckock, predicts that oil prices could drop below $60 per barrel and may even fall into the $50 range during the holiday season [3] Group 2 - The International Energy Agency forecasts a record oversupply in the oil market next year, potentially exceeding 4 million barrels per day, which is equivalent to 4% of global consumption [3] - Trafigura's latest annual report shows a slight decrease in net profit to $2.7 billion for the fiscal year ending in September, down from $2.8 billion the previous year [3] - The company's metals trading division achieved record profits, partly due to the profitability of copper shipments to the U.S. amid fluctuating tariff regulations [3]