Group 1 - The Iraqi Oil Minister urges all parties to adhere to the agreements reached at the OPEC+ meeting, emphasizing that a unified stance is crucial for the stability of the oil market [1]

声明显示，伊拉克石油部长敦促遵守欧佩克+会议达成的协议，申明立场的统一对石油市场的稳定至关 重要。 ...

金十数据5月28日讯，美国白宫表示，美国可以"大幅减少"伊朗石油产量，其从除伊朗以外的其他国家 获得的石油已经足够。 白宫：可以"大幅减少"伊朗石油产量 ...

美国白宫在一份备忘录中宣称：相比伊朗，美方可以向诸多国家供应足够的石油。 美方能"大幅雪融"伊朗的石油（出口供应）。 ...

欧佩克：将在欧佩克秘书处的协助下，密切审查全球石油市场状况、石油生产水平以及与维也纳合作宣 言的一致程度。 ...

Group 1 - OPEC+ has agreed to maintain the current oil production quota plan for the group [1] - A separate meeting is scheduled for May 31 to discuss potential oil production increases for July [1] - The next Joint Ministerial Monitoring Committee (JMMC) meeting is planned for November 30 [1]

Domestic News - China is committed to high-level opening-up and welcomes U.S. financial institutions to participate in the development of its capital markets [1] - The Chinese government emphasizes the importance of creating a good ecosystem for platform economy and maintaining a fair market environment [1] - The National Health Commission reports a slowdown in the upward trend of COVID-19 cases nationwide [1] - The National Medical Insurance Administration is investigating issues related to pharmacists' licenses in retail pharmacies [1] - The Ministry of Commerce is strengthening the communication of rare earth export control policies, which may indicate a relaxation of export restrictions on European chip companies [1] - China has implemented visa-free travel for citizens of Saudi Arabia, Oman, Kuwait, and Bahrain [1] International News - NATO plans to increase the number of brigade-level troops, with Germany being asked to deploy an additional 40,000 troops [2] - The German Ministry of Defense announces an additional military aid package of approximately €5 billion to Ukraine [2] - Hamas has reached an agreement with the U.S. Middle East envoy on a ceasefire outline for Gaza [2] - The EU officially lifts economic sanctions on Syria, with the stock market set to reopen on June 2 [2] - OPEC representatives state that no production policy recommendations were made during the recent OPEC+ JMMC meeting [2] - Discussions are ongoing between BMW, Mercedes, and Volkswagen with the U.S. Department of Commerce regarding tariff issues, aiming for an agreement by early July [2] - The EU trade chief will hold talks with U.S. officials regarding tariff policies and cooperation in sectors such as aviation, semiconductors, and steel [2] - The Swiss Federal Council is consulting on the impact of U.S. tariffs, with expectations that overall economic development will not decline [2]

Core Viewpoint - OPEC+ is not expected to make any decisions regarding oil production policy in today's meeting [1] Group 1 - The meeting will not address changes to oil production levels [1]

Core Viewpoint - The significant gap between the current Brent crude oil price of around $65 and the $96 needed by Saudi Arabia to balance its budget is leading to a decline in the Saudi stock market, making it the worst-performing globally [1][3]. Group 1: Market Performance - The Tadawul All Share Index in Saudi Arabia has dropped 6.4% since May, marking the worst performance among 92 indices tracked by Bloomberg and experiencing its longest four-month losing streak since 2014 [1][3]. - The weak oil prices are primarily responsible for the negative sentiment in the Saudi stock market, with crude oil prices hitting a four-year low in early April due to trade tensions and increased supply from OPEC+ members [3]. Group 2: Fiscal Pressure - Saudi Arabia's budget deficit in the first quarter reached its highest level since the end of 2021, raising concerns about the impact of declining oil revenues on the government's transformation plans [3]. - According to Bloomberg economist Ziad Daoud, the Saudi government requires a crude oil price of $96 to balance its budget, which rises to $113 when including domestic spending from the sovereign wealth fund, both figures being the highest since the launch of the "Vision 2030" plan in 2016 [3]. Group 3: Future Outlook - Goldman Sachs warned that Saudi Arabia's budget deficit could swell to $67 billion this year, potentially forcing the government to increase borrowing and cut back on economic transformation plans [3]. - Fiera Capital's fund manager Dominic Bokor-Ingram noted that ambitious mega-projects may face delays due to fiscal constraints, with Saudi Arabia's oil breakeven level being higher than that of regional peers [3]. - Compounding the situation, OPEC+ may discuss increasing production, which could further exacerbate concerns about oversupply and put additional pressure on oil prices [4].

Core Viewpoint - OPEC representatives revealed that the OPEC+ JMMC meeting did not propose any production policy recommendations [1] Group 1 - The absence of production policy suggestions indicates a potential stability in oil supply dynamics [1]