布油跌破65美元大关！IEA刚警告“大过剩”，美能源部长又喊“增产翻倍”

Core Viewpoint - International oil prices are under pressure, with Brent crude falling below the critical $65 mark due to negative supply-side factors dominating market sentiment [1][3]. Group 1: Supply Factors - The U.S. Energy Secretary has called for a doubling of global oil production, raising concerns among traders about supply growth prospects [1]. - The American Petroleum Institute reported a 3 million barrel increase in U.S. crude oil inventories last week [3][4]. - Kazakhstan's Black Sea loading facility repairs are nearing completion, which will soon lift export restrictions [4]. - Venezuela's oil is returning to the global market, and Indian refiners are again purchasing Russian oil [4]. Group 2: Demand and Supply Outlook - The International Energy Agency (IEA) has slightly raised its oil demand growth forecast but maintains its warning of a significant supply surplus this year [5]. - Geopolitical risks have eased, with U.S. President Trump announcing a delay in imposing tariffs on Europe, which may influence market dynamics [7]. Group 3: Market Reactions - WTI crude oil fell by 2% to $59.59 per barrel, while Brent crude dropped by 1.5% to $63.6 per barrel [1]. - Despite the easing of geopolitical tensions, analysts suggest that unresolved supply threats and cold weather may keep oil prices relatively firm [7].