花旗：委内瑞拉复产需“以年计” 短期供应收紧将支撑油价

Core Viewpoint - Analysts from Citigroup indicate that due to technological limitations and a lack of stable investment environment, a significant increase in Venezuela's oil production following Maduro's removal may take "years rather than months" to materialize [1] Group 1: Oil Market Impact - The potential increase in oil supply from Venezuela is expected to negatively affect oil market balance, with supply increments likely to be seen in 2027/28 [1] - In the short term, the global market may continue to lose Venezuelan oil supply until an agreement is reached between the U.S. and the current Venezuelan leadership, which is viewed as a net positive factor [1] Group 2: Oil Supply Risks - Oil supply risks remain high, which is sufficient to support Brent crude oil prices above $60 per barrel in the coming weeks [1]