新华社维也纳8月3日电（记者孟凡宇）石油输出国组织（欧佩克）3日发表声明说，欧佩克和非欧佩克 产油国中的8个主要产油国决定9月日均增产54.7万桶。 上述8国2023年11月宣布日均220万桶的自愿减产措施，此后减产措施多次延期，于2024年12月延长至 2025年3月底。8国今年3月决定自4月1日起逐步增加石油产量。（完） 声明说，鉴于当前市场基本面稳健，石油库存处于低位，8国决定调整产量。同时，8国将根据市场情况 灵活调整增产节奏，以维护石油市场稳定。上述国家8月日均增产54.8万桶。 沙特阿拉伯、俄罗斯、伊拉克、阿联酋、科威特、哈萨克斯坦、阿尔及利亚和阿曼的代表当天举行线上 会议，讨论国际石油市场形势及前景。 ...

Group 1 - Major oil-producing countries, including Saudi Arabia, Russia, Iraq, and the UAE, plan to approve a significant production increase of 548,000 barrels per day in September during a meeting on August 3 [1] - These countries had previously announced a voluntary production cut of 2.2 million barrels per day in November 2023, which has been extended multiple times until March 2025 [1] - The production increase follows a gradual return to higher output levels, with a previous increase of 411,000 barrels per day in July and the planned increase for August [1] Group 2 - The market has already anticipated the news of the production increase [2] - On August 1, international oil prices saw a significant decline, with ICE Brent crude dropping over 3% and WTI crude falling by 2.89% [3] - Current trading data shows WTI crude at $67.26, down by $2.00, and ICE Brent crude at $69.52, down by $2.18 [4][5] Group 3 - The timing of OPEC+'s production increase decision is notable, occurring amidst increased U.S. pressure on Russia and Iran regarding their oil exports [6] - The U.S. has intensified economic pressure on Russia and has requested countries like Brazil and India to reduce or halt oil imports from Russia [6] - Recent U.S. sanctions against Iran's oil network represent the largest scale of sanctions since 2018, targeting over 50 entities and individuals [6]

Core Viewpoint - Major oil-producing countries, including OPEC and non-OPEC members, are planning to approve a significant production increase in September, following a series of voluntary production cuts that began in November 2023 [2]. Group 1: Production Increase Plans - Eight major oil-producing countries, including Saudi Arabia, Russia, Iraq, and the UAE, are set to approve an increase of 548,000 barrels per day in September during a meeting on August 3 [2]. - These countries had previously announced a voluntary production cut of 2.2 million barrels per day in November 2023, which has been extended multiple times until March 2025 [2]. - Following the decision to gradually increase oil production starting April 1, 2024, these countries increased production by 411,000 barrels per day in July and 548,000 barrels per day in August [2]. Group 2: Market Reactions - The market has already anticipated the news of the production increase, leading to a significant drop in international oil prices on August 1, with ICE Brent crude falling over 3% and WTI crude down 2.89% [2]. Group 3: Geopolitical Context - The decision to increase production comes amid heightened pressure from the U.S. on Russia and Iran regarding their oil exports, with the U.S. urging countries like Brazil and India to reduce or stop imports of Russian oil [6][7]. - The U.S. Treasury Department has recently imposed sanctions on a shipping network linked to Iranian oil merchants, marking the largest scale of sanctions since the "maximum pressure" campaign began in 2018 [7].

Group 1 - OPEC+ has agreed to significantly increase oil production in September, raising daily output by 548,000 barrels to reclaim its market share in the global crude oil market [1] - Eight major oil-producing countries within OPEC+ announced voluntary production cuts of 2.2 million barrels per day in November 2023, which have been extended multiple times until March 2025 [1] - The recent increase in production marks a strategic shift for OPEC+ from defending oil prices to increasing supply [1] Group 2 - The decision to increase production comes amid a backdrop of U.S. President Trump's threats to impose secondary sanctions on Russian oil exports, which could lead to higher international oil prices [2] - Analysts warn that the market may enter a phase of significant oil oversupply starting in October, urging OPEC+ to be cautious about further increases [2]

Core Viewpoint - OPEC+ has agreed to significantly increase oil production, marking a strategic shift from defending oil prices to boosting supply [2][4]. Group 1: Production Increase - OPEC+ will raise oil production by 548,000 barrels per day in September, completing its current supply recovery plan a year early [1][2]. - Eight major oil-producing countries within OPEC+ had previously announced a voluntary reduction of 2.2 million barrels per day, which has been extended multiple times until March 2025 [1]. Group 2: Market Context - The decision to increase production comes amid a backdrop of declining international oil prices, with ICE Brent crude falling over 3% and WTI crude down 2.89% [3][4]. - The increase in production is seen as a response to potential sanctions on Russian oil exports, which could lead to higher oil prices, conflicting with U.S. policy goals [4][5]. Group 3: Market Outlook - Analysts predict that the market will enter a phase of significant oil oversupply starting in October, urging OPEC+ to be cautious about further increases [6].

消息人士称，欧佩克+预计将于周日批准另一次石油增产，最终规模可能为54.8万桶/日或更低。 ...

消息人士：欧佩克+预计将于周日批准另一次石油增产，最终规模可能为54.8万桶/日或更低。 ...

金十数据8月1日讯，消息人士透露，欧佩克+预计将在周日批准新一轮的增产计划，该集团仍在就9月 份的具体增产规模进行讨论。欧佩克+目前供应全球约一半的原油，近年来一直通过减产来支撑油市， 但今年起转变策略，开始增产以争夺市场份额，同时回应美国总统特朗普"要求欧佩克增产、压低汽油 价格"的呼声。三位消息人士表示，欧佩克+中有八个成员国可能在9月将日均产量增加54.8万桶；而另 一位消息人士称，关于具体增产幅度的讨论仍在进行，最终增幅可能会低于这个数字。 消息人士：欧佩克+周日或将进一步提高石油产量 ...

Core Viewpoint - OPEC+ is expected to approve a significant production increase during the upcoming meeting, aiming to fully recover from current supply cuts and reverse the 2.2 million barrels per day reduction implemented in 2023 [1][2] Group 1: Production Increase - A survey of 17 traders and analysts predicts that OPEC+ will approve an additional increase of 548,000 barrels per day starting in September [1] - If approved, this would allow OPEC+ to completely reverse the production cuts a year earlier than planned [1] - The actual production increase in May was only one-third of the agreed amount due to Saudi Arabia's request for compensation from other countries [2] Group 2: Market Impact - The unexpected production increase has put downward pressure on oil prices, with Brent crude futures hovering around $69 per barrel, reflecting a 7% decline year-to-date [1] - Despite the increase, oil prices have not plummeted further, indicating resilience in the oil market [1] - Factors contributing to the oil price dynamics include slowing demand from major consuming countries, a surge in U.S. supply, and economic threats from tariffs [1] Group 3: Future Considerations - OPEC+ may consider initiating a new round of production cuts once the planned increase of 2.5 million barrels per day is completed [2] - The Joint Ministerial Monitoring Committee (JMMC) will assess the global oil market situation, but its findings will not influence the decision on August 3 [2]

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints - This week, oil prices fluctuated within a narrow range, and the monthly spread also oscillated. WTI spot remained tight. The "Big and Beautiful Act" by Trump on July 4th ended support for solar and wind energy, creating a favorable environment for traditional energy. Over the weekend, OPEC+ agreed to increase daily production by 548,000 barrels in August to expand market share, with eight member countries having already increased production by 1.37 million barrels per day from April to July. Trump stated that a Gaza region agreement might be reached next week and plans for nuclear negotiations with Iran. The US Treasury imposed sanctions on relevant Iraqi enterprises for involvement in Iranian oil smuggling. Fundamentally, global oil product inventories remained flat this week, US commercial crude oil inventories started to accumulate, Cushing's inventories decreased, gasoline inventories increased, and diesel inventories decreased. The number of US oil drilling rigs as of July 4th declined rapidly, and the US fundamentals remained tight. This week, global refinery profits rebounded, and it is the peak season for refinery operations. The crude oil monthly spread is expected to remain in high - level oscillations. The WTI and Brent markets are stronger than the Dubai market, showing a market divergence. Absolute prices face downward pressure due to OPEC's unexpected production increase and Trump's policies [6] Group 3: Summary by Related Catalogs 1. Oil Price and Spread Data - From July 4th to July 10th, the price of BRENT fluctuated, starting at $68.30 on July 4th and reaching around $70. The DUBAI price decreased by $0.89. The BRENT 1 - 2 month spread increased from $1.08 on July 4th to $1.22 on July 9th. The WTI - BRENT spread became more negative, reaching - $1.82 on July 8th. Other related spreads and prices also showed corresponding changes [3] - From July 4th to July 10th, SC increased by 2.80, OMAN decreased by 1.70. Domestic gasoline prices remained at 7980, and other related Asian oil - related product prices and spreads also changed [3] - From July 4th to July 10th, Japanese naphtha - BRT increased by 4.15, Singapore fuel oil 380CST贴水 decreased by 0.1, and other related Asian oil - related product prices and spreads also had corresponding changes [3] 2. Daily News - The EU is planning to propose a floating price cap on Russian oil as part of a new sanctions package. In June, the EU proposed to lower the G7's price cap on Russian oil from $60 to $45 per barrel. The new mechanism is aimed at adjusting the price cap according to global oil price fluctuations [3] - OPEC+ is discussing pausing further production increases after the next monthly increase. They have initially planned to complete the final stage of restoring 2.2 million barrels of supply in September, with a monthly increase of 550,000 barrels. They may wait before considering restoring another 1.66 million barrels per day of production [3] - According to US Bank strategist Francisco Blanch, despite global economic and geopolitical uncertainties this year, Brent crude oil prices have shown strong resilience, with an average price of $70.75 per barrel since January. China's absorption of oil surpluses in Q2 and strong consumption demand have supported oil prices [3] - The UAE's energy minister said that the UAE can increase oil production capacity in the years after 2027 [4] 3. Regional Fundamentals - In the week ending July 4th in the US, crude oil exports increased by 452,000 barrels per day to 2.757 million barrels per day, domestic production decreased by 48,000 barrels to 13.385 million barrels per day. Commercial crude inventories (excluding strategic reserves) increased by 7.07 million barrels to 426 million barrels, a 1.69% increase. The four - week average supply of US crude oil products was 20.564 million barrels per day, a 1.61% decrease from the same period last year. Strategic Petroleum Reserve (SPR) inventories increased by 238,000 barrels to 403 million barrels, a 0.06% increase. Commercial crude imports (excluding strategic reserves) decreased by 906,000 barrels per day to 6.013 million barrels per day. EIA gasoline inventories decreased by 2.658 million barrels, and EIA refined oil inventories decreased by 825,000 barrels [5] - This week in China, the operating rate of major refineries increased, while that of Shandong local refineries decreased. The production of gasoline and diesel increased. Both major refineries' gasoline and diesel production increased, while that of independent refineries decreased. The sales - to - production ratios of local refineries for gasoline and diesel increased. Gasoline and diesel inventories accumulated. The comprehensive profit of major refineries rebounded, and that of local refineries improved [5]