昨日有消息人士称，若美国向伊朗发动打击，沙特短期内拟大幅增产石油。以及OPEC+将在3月1日的 会议上考虑将4月份的石油日产量上调13.7万桶。强化了市场对"供应增加"的预期，推动油价向基本面 回归。 而据昨晚公布的数据显示，美国上周EIA原油库存增加1600万桶，市场预期增加150万桶。汽油库存减 少100万桶，市场预期减少60万桶。进一步强化了市场对原油市场供应过剩的担忧情绪，压制昨日油价 下行。 总的来说，国际油价仍有继续下跌的希望，市场正等待美伊局势后续发展，希望国内预计油价能出现下 跌。 注意，受市场对原油供应过剩的担忧情绪影响，昨日国际油价出现下行，不过美伊紧张局势还是为油价 提供了一定的支撑。国内预计油价目前还是保持上涨状态，也不知道后面还有机会下跌吗？ 这边说下昨日原油市场的表现，美原油：下跌0.76%，收于65.57美元/桶。布伦特原油下跌0.28%，收于 70.87美元/桶。今日国际油价震荡中，截至发稿，美原油暂报65.45美元/桶，跌幅0.18%。 今日是新一轮油价调整周期的第2个工作日，当前预计上调油价110元/吨，折合每升油价上调0.08-0.10 元，相比昨日的油价预计涨幅减少10 ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Oil climbs as US-Iran tensions keep supply risks in focus February 26, 20261:57 AM UTCUpdated ago By Yuka Obayashi A view shows an oil pump jack outside Almetyevsk, in the Republic of Tatarstan, Russia July 14, 2025. REUTERS/Stringer Purchase Licensing Rights, opens new tab TOKYO, Feb 26 (Reuters) - Oil prices climbed on Thursday, hovering near seven-month highs, as investors gauged whether U. ...

OPEC+ will likely consider raising its oil output by 137,000 barrels per day for April to end a three-month pause in production increases, three sources with knowledge of OPEC+ thinking said, as the g... ...

Citi Research February 16, 2026 Geopolitics, politics, to drive the oil market in 2026 - OPEC+ spare capacity buffers the upside, 'peace deals' can drive substantial downside Maximilian Layton AC Global Head | Commodities max.layton@citi.com +44 20 7986 4556 Anthony YuenAC Energy Head anthony.yuen@citi.com +852 2501 2731 Francesco MartocciaAC Energy Strategy francesco.martoccia@citi.com +39 02 8906 4571 Eric G. LeeAC Energy Strategy eric.g.lee@citi.com +1 212 723 1474 Arkady GevorkyanAC Commodities Strategy ...

Escalation of geopolitical risk in the Middle East has added a risk premium to crude oil, supporting prices. The Wall Street Journal said last Wednesday that the US has discussed seizing tankers carrying Iranian oil. Also, the US is sending a second aircraft carrier strike group to the Middle East to prepare for military action should nuclear talks with Iran fail. The US Department of Transportation recently issued a maritime advisory stating that American-flagged ships should stay as far as possible from I ...

Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Oil drifts ahead of US-Iran nuclear talks SINGAPORE, Feb 16 (Reuters) - Oil prices traded sideways on Monday ahead of talks between Washington and Tehran, with concerns about Iran-U.S. tensions disrupting oil flows keeping a floor under prices, while OPEC+ leans in favour of resuming output hikes from April. Brent crude futures edged down 3 cents to $67.72 a barrel by 0156 GMT after closing 23 ...

Core Viewpoint - OPEC+ is considering a resumption of oil output increases starting in April to meet peak summer demand and support prices amid geopolitical tensions [1] Group 1: OPEC+ Strategy - OPEC+ is preparing to increase oil production in response to anticipated high demand during the summer months [1] - The decision is influenced by current price strength, which is being supported by tensions related to U.S.-Iran relations [1]

Crude oil production from the OPEC+ alliance slumped by as much as 439,000 barrels per day in January compared to December as a major supply disruption in Kazakhstan added to lower output from Iran and Venezuela, OPEC data showed in its Monthly Oil Market Report (MOMR). Total OPEC+ crude oil production averaged 42.45 million barrels per day (bpd) in January 2026, down by 439,000 bpd versus December, as Kazakhstan’s output plummeted by 249,000 bpd, according to the OPEC estimates based on secondary sources ...

OPEC+ oil production declined sharply last month amid losses in Kazakhstan, Venezuela and Iran, the group said. https://t.co/TGgkeo0m5f ...

Core Viewpoint - The article discusses the potential impact of escalating tensions between the U.S. and Iran on OPEC+'s production strategy, particularly if conflict leads to disruptions in oil supply through the Strait of Hormuz, which is critical for global oil transport [3][13]. Group 1: OPEC+ Production Strategy - If the U.S. and Iran engage in conflict, OPEC+ may need to adjust its production roadmap, especially if Iran blocks the Strait of Hormuz, which accounts for approximately 30% of global maritime oil trade [3][4]. - OPEC+ has decided to pause production increases until the first quarter of 2026, having raised output by about 288,000 barrels per day during most of 2025, reflecting a strategy to rebalance the market amid oversupply concerns [4]. - In the event of U.S. military action against Iran, OPEC+ is expected to increase oil supply to mitigate potential price spikes, with an estimated capacity to increase production by about 125,000 barrels per day [4]. Group 2: Geopolitical Risks and Oil Prices - The rising geopolitical risks in the Middle East pose a threat to OPEC's production, as conflicts could disrupt oil production in Iran, Iraq, Kuwait, the UAE, and Saudi Arabia, leading to significant impacts on global supply and prices [7]. - As of January 29, WTI crude oil prices were at a premium of $1.10 per barrel above fair value, indicating heightened market concerns over potential disruptions in oil transport through the Strait of Hormuz due to U.S.-Iran tensions [8]. - The average risk premium for oil during major geopolitical conflicts since 2016 has been between $25 to $30 per barrel, suggesting that current tensions could push WTI prices to theoretical levels of $85 to $90 per barrel [8][9].