【交运】OPEC+加速增产利好油运需求提升，美线景气度维持高位——行业周报41期（0526-0601）（赵乃迪/胡星月/王礼沫）

Group 1 - OPEC+ has decided to increase oil production by 411,000 barrels per day for the third consecutive month, aiming to boost its market share and counteract the low oil prices affecting US shale oil production [2] - The geopolitical situation, particularly the ongoing tensions related to Russia and Ukraine, is leading to stricter sanctions on Russian oil, which is expected to increase compliance demand for oil transportation [2] - The demand for oil transportation is anticipated to rise due to OPEC+'s strong willingness to increase production and the tightening sanctions on Russia and Iran's shadow fleets [2] Group 2 - The shipping rates for routes to the US have surged significantly, with average rates for the West and East coasts reaching $5,172 and $6,243 per FEU respectively, marking increases of 57.9% and 45.7% compared to the previous week [3] - The ongoing trade tensions and tariff uncertainties, particularly regarding steel tariffs, may impact long-term shipping rates despite the current high demand [3] - The transportation sector has shown resilience, with the transportation index experiencing a slight increase of 1.5% over the past five trading days, while all sub-sectors within transportation reported gains [3]