OPEC+周日或敲定增产计划，多位代表预计4月将重启“小幅增产”模式

Core Viewpoint - OPEC+ is expected to resume a "moderate, small-step" production increase in April, despite uncertainties surrounding the final decision due to escalating risks between the US and Iran [1][4]. Group 1: OPEC+ Meeting Insights - OPEC+ will hold a video meeting to review April's production policy, with expectations of a cautious return to incremental increases [4]. - Analysts predict that OPEC+ may raise daily production by approximately 137,000 barrels, consistent with minimal increases from the end of last year [4]. Group 2: Oil Price Dynamics - Oil prices have risen by about 17% despite widespread expectations of a supply surplus this year, indicating a potential operational space for OPEC+ to increase production [1][6]. - Geopolitical risks and supply disruptions from regions including North America and Kazakhstan have contributed to the resilience of oil prices [6]. Group 3: Market Reactions and Future Outlook - Even if production increases are implemented, their impact on short-term supply and demand is expected to be more of a "calibration" rather than a "shift," with market focus on the pace and sustainability of future increases [5].