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油价大跳水!
证券时报·2025-05-05 12:27

Group 1 - WTI and Brent crude oil prices have seen a decline of up to 5% due to OPEC+ members agreeing to increase production by 411,000 barrels per day in June [1] - The recent tariff measures implemented by Trump have heightened expectations of an economic recession in the U.S., leading to a significant drop in investor demand for oil [1] - OPEC+ has announced a second consecutive month of increased supply, following an unexpected large production increase in May, aimed at penalizing member countries that exceed their production quotas [1] Group 2 - The International Energy Agency (IEA) has revised down its global oil demand growth forecast, reducing the expected increase for 2025 by 300,000 barrels per day to 730,000 barrels per day due to escalating trade tensions impacting economic outlook [2] - UBS has also lowered its forecast for global oil demand growth in 2023 by 400,000 barrels per day to 800,000 barrels per day, predicting an exacerbation of the global oil supply surplus [2] - OPEC's monthly report has adjusted its 2025 global oil demand growth forecast from 1.45 million barrels to 1.3 million barrels, with the revised daily average demand expected to be approximately 105.1 million barrels [2][3] Group 3 - The IEA's report indicates that the growth forecast for global oil demand in 2026 has been reduced from 1.43 million barrels to 1.28 million barrels, with strong demand from non-OECD countries in aviation and road transport being key supporting factors [3]