美方突袭委内瑞拉后 周一油价持稳
Xin Lang Cai Jing·2026-01-05 05:03

Group 1 - Brent crude oil prices fell by 1.2% to $60 per barrel before slightly rising to around $60.8, while WTI prices remained stable at $57.3 per barrel [1][4] - Venezuela's current oil production accounts for less than 1% of global supply, constrained by U.S. sanctions and maritime blockades, despite holding approximately 17% of the world's proven oil reserves [1][4] Group 2 - Analysts warn of a potential oversupply in the oil market, with expectations that U.S. intervention may lower oil prices as more Venezuelan oil could return to the market [2][5] - Market sentiment is described as the most pessimistic in a decade, with record short positions in Brent and historically low long positions in WTI [3][7] - OPEC+ decided not to adjust its strategy during a recent meeting, agreeing to maintain production cuts at least until April [3][7] Group 3 - Venezuela's oil production may further decline due to severe restrictions on importing necessary diluents for heavy crude oil exports, with reports indicating that the state oil company PDVSA has requested some joint venture partners to cut production [3][7] - It is confirmed that between 200,000 to 300,000 barrels per day of production are forced offline, with the potential for this number to increase [4][7] - The performance of risk assets in the short term is influenced by market perceptions of the likelihood of worst-case scenarios, with recent developments in Venezuela seemingly averting a full-scale conflict [4][7]