汇丰:石油市场-欧佩克 + 尚未结束大规模供应增长
2025-06-10 07:30
6 June 2025 OPEC+ isn't done yet with big supply hikes OPEC+ presses on: At its 31 May meeting, OPEC+ confirmed that it will increase its quota by 411kbd for July, equivalent to three monthly output increases and the same as May/June. The move was largely priced in as was in line with our expectations – see Oil markets: OPEC+ meeting preview: Big hikes come in threes (22 May). We now expect OPEC+ to go ahead with another two big hikes in August and September for 411kbd and 274kbd respectively, compressing f ...