突然！美国决定：撤销！

Core Viewpoint - The article discusses the United States' plan to significantly increase energy production by lifting drilling restrictions in the Arctic National Wildlife Refuge, which is part of a broader strategy to enhance domestic energy output and reduce imports [2][3][5]. Group 1: Legislative Actions - On December 5, President Trump signed a resolution to revoke certain drilling restrictions in the Arctic National Wildlife Refuge, aiming to boost U.S. energy production [2][3]. - The area in question covers approximately 23.5 million acres and is estimated to contain 8.7 billion barrels of recoverable oil [5]. Group 2: Market Predictions - The International Energy Agency (IEA) forecasts a potential oversupply in the global oil market, estimating a surplus of 4 million barrels per day by 2026 [2][6]. - Morgan Stanley predicts that Brent crude oil prices could drop to $58 per barrel in 2026, with similar declines expected for U.S. benchmark prices [7]. - Goldman Sachs also anticipates a challenging period for the oil industry in 2026 and 2027, with Brent and West Texas Intermediate prices projected at $56 and $52 per barrel, respectively [7]. Group 3: Production Expectations - The U.S. Energy Information Administration (EIA) projects that Alaska's crude oil production will reach 477,000 barrels per day by 2026, marking the highest level since 2018 and a 13% increase from previous levels [5]. - EIA data indicates that U.S. shale oil producers are expected to achieve record production levels by December of this year [6].