金十数据6月4日讯，据知情人士透露，沙特希望欧佩克+在未来几个月继续加速石油增产，因为沙特更 加重视夺回失去的市场份额。知情人士称，沙特欧佩克+中占据越来越大的主导地位，希望该组织在8 月和可能的9月至少增加41.1万桶/日的产量。一位知情人士表示，沙特渴望尽快解除减产，以利用北半 球夏季的需求高峰。欧佩克+已经同意在5月、6月和7月将日产量提高41.1万桶，尽管他们最近的会议在 这一战略上出现了一些分歧。俄罗斯领导的一派希望暂停增产，但最终沙特的观点占了上风。 沙特希望欧佩克+进一步"超大幅度"增产 ...

摩根士丹利表示，预计OPEC+在8月、9月、10月这三个月继续恢复石油产量，从而令油价进一步走 低。OPEC+周六宣布同意连续第三个月大幅增加石油产量，对此摩根士丹利表示，这意味着到10月， 此前削减的220万桶/日的产量将被全数解除。 ...

石油输出国组织5月31日发表声明，八个OPEC+国家（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）5月31日举行线上会议，决定在7月份增产41.1万桶/日。这是上 述八个产油国连续第三个月实施同等力度的增产，打破了该组织多年来靠协同减产支撑油价的市场策 略，也将国际油价拖至四年来的低位。声明称，产油国根据不断变化的市场情况，逐步增加的产量可能 会暂停或逆转。（智通财经） ...

欧佩克+声明：八个成员国（沙特、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）将在七月份增产41.1万桶/日。根据不断变化的市场情况，逐步增加的产量可能会暂停或逆转。他 们还确认，将全额补偿自2024年1月以来的任何过剩产量。 ...

Report Summary 1. Report Industry Investment Rating No relevant information provided. 2. Core Views of the Report - On May 28 (Wednesday), the WTI July crude oil spot contract on the New York Mercantile Exchange closed up $0.95 per barrel to $61.84 per barrel, a gain of 1.56%. The Brent July crude oil spot contract on the Intercontinental Exchange closed up $0.81 per barrel to $64.9 per barrel, a gain of 1.26% [1]. - OPEC+ will hold another round of negotiations this Saturday, and may reach an agreement to further accelerate oil production increases in July. Representatives said that the 8 gradually increasing OPEC+ member countries participating on Saturday may agree to increase production by 411,000 barrels per day in July, consistent with the increases in May and June [2]. - Data from the American Petroleum Institute (API) showed that U.S. crude oil and gasoline inventories declined last week, while distillate inventories rose. As of the week ending May 23, U.S. crude oil inventories decreased by 4.24 million barrels, gasoline inventories decreased by 528,000 barrels, and distillate inventories increased by 1.3 million barrels. Analysts previously predicted that U.S. crude oil inventories would increase by about 100,000 barrels, distillate inventories would increase by about 500,000 barrels, and gasoline inventories would decrease by about 500,000 barrels [3]. - Concerns about the risk of oil supply disruptions in parts of Canada and Libya are temporarily supporting oil prices. With the arrival of the seasonal peak season for oil, there is some upward momentum for oil prices, but the upside is limited. The upward pressure comes from uncertain tariff policies and OPEC+'s determination to increase production. In the long term, as the supply side maintains an upward trend while demand is constrained by the dim economic recovery prospects and the substitution of new energy, oil prices still have room to decline [4]. 3. Summaries by Relevant Catalogs 3.1 Price Movement - On May 28, WTI July crude oil spot contract rose $0.95/barrel to $61.84/barrel, up 1.56%, and Brent July crude oil spot contract rose $0.81/barrel to $64.9/barrel, up 1.26% [1]. 3.2 OPEC+ Meeting - OPEC+ will negotiate on Saturday and may agree on a 411,000 - barrel - per - day production increase in July for 8 member countries, same as May and June [2]. 3.3 U.S. Inventory - As of May 23, U.S. crude oil inventories decreased 4.24 million barrels, gasoline inventories decreased 528,000 barrels, and distillate inventories increased 1.3 million barrels, different from analysts' predictions [3]. 3.4 Market Outlook - In the short - term, oil prices are supported by supply disruptions and have upward momentum in the seasonal peak, but limited by tariff policies and OPEC+ production increase. In the long - term, supply growth and demand constraints may lead to price drops [4].

据知情的OPEC+代表透露，成员国正在讨论7月连续第三次日增产41.1万桶的方案（为最初计划的三倍），但尚未达成最终协议。最终决定将于6月1日的会 议上作出。 自OPEC+宣布5月和6月分别增产41.1万桶（相当于OPEC+当前产量的1%）以来，原油价格已经大幅下跌。此举打破了其多年来捍卫石油市场的历史惯例。 周四，国际油价进一步下挫，美、布两油均跌超1%。 在特朗普4月发起贸易战的同时，OPEC+出人意料的增产最初对油价造成重创，导致布伦特原油价格跌至四年低点，不到60美元/桶。此后，随着白宫撤回部 分关税，油价有所回升。 即便如此，许多预测机构今年仍对原油市场持悲观观点。上周，国际能源署（IEA）预测，由于经济逆风，2025年第一季度强劲的全球石油需求增长将在剩 余时间放缓。 也正因如此，高盛集团预测，OPEC+在达成7月增产协议后，将暂停进一步增产。 八个主要的OPEC+产油国将于6月1日举行视频会议，确定7月产量水平。整个22国联盟还将于5月28日举行一系列线上会议，届时将有机会审查2025年和 2026年的基本生产配额。 Onyx Commodities Ltd石油研究与分析主管哈里·奇林吉里安（H ...

高盛表示，OPEC+的石油增产行动针对的目标是哈萨克斯坦和美国页岩油。 ...

欧佩克+表示，八个参与国将在6月增产41.1万桶/日。逐步增产可能会被暂停或逆转，具体取决于市场 状况的变化。 ...

金十数据5月3日讯，代表们表示，在周六召开视频会议制定政策之前，欧佩克+主要成员国正在讨论6 月份再次增产约40万桶/日。上个月，以沙特和俄罗斯为首的石油集团将日产量提高了41.1万桶，是原 计划的三倍，此举令石油交易员大为震惊，此举显然是为了约束其产量过剩的成员国。代表们表示，他 们正在考虑下个月再次采取同样的行动。 欧佩克+考虑6月日均增产约40万桶 ...