金十数据8月2日讯，据阿格斯报道，8个欧佩克+核心成员国将于8月3日决定，是在9月份全面退出220 万桶/日的原油减产计划，还是采取更为谨慎的做法，因为供需不确定性加剧。该集团已决定执行246万 桶/日增产计划的约80%（含阿联酋30万桶/日的产能配额调整）。市场普遍预期其将在9月再度增产54.8 万桶/日，与8月加速增产幅度持平，这将比原计划提前12个月恢复产量。一位代表确认其国家支持9月 完成全部增产，多个主要成员国长期主张加快进程，尤其考虑到部分国家长期超配额生产。但出于对油 价的担忧，至少有一个成员国而倾向谨慎方案，建议将54.8万桶/日增量分拆为9-12月每月13.7万桶/日的 小幅调整。 欧佩克+即将敲定9月增产计划 不排除小幅增产的谨慎方案 ...

Industry Investment Rating - Not provided Core Viewpoints - In the short term, demand is weak, and oil prices lack upward momentum. They are expected to move in a range, and attention should be paid to whether there are new bullish factors in the macro - environment [7] Summary by Directory 1. Market Review and Operation Suggestions - **Market Review**: WTI's opening price was $66.15, closing at $65.07, with a high of $66.74, a low of $65.00, a decline of 1.45%, and a trading volume of 21.5 million lots. Brent's opening price was $69.36, closing at $68.39, with a high of $69.86, a low of $68.12, a decline of 1.14%, and a trading volume of 16.67 million lots. SC's opening price was 513.4 yuan/barrel, closing at 505.9 yuan/barrel, with a high of 513.7 yuan/barrel, a low of 501 yuan/barrel, a decline of 0.53%, and a trading volume of 11.77 million lots [6] - **Demand Analysis**: From EIA weekly data, US crude oil consumption in the peak season was slightly lower than expected. Although crude oil inventories declined and refinery operating rates were high, the apparent consumption of gasoline and diesel weakened. If demand remains low, it will drag down refinery operations and eventually lead to crude oil inventory build - up. The sustainability of high US refinery operating rates needs further observation [6] - **Supply Analysis**: OPEC+ is about to hold a meeting to decide on September's crude oil production. It is likely to continue the production increase of 550,000 barrels per day, thus completing the exit from the 2.2 million barrels per day production cut one year ahead of schedule [6] 2. Industry News - **OPEC+ Meeting**: The OPEC+ JMMC met today to discuss crude oil policies and is expected to maintain the existing production increase plan. OPEC+ senior officials said that the JMMC has no power to decide the production policies of the eight member countries [8] - **India's Crude Oil Imports**: In June, India's crude oil imports decreased by 4.7% month - on - month to 20.32 million tons, the lowest level since February this year. The crude oil throughput of Indian refineries in June decreased by 4.2% month - on - month to 5.41 million barrels per day. This may be due to the seasonal decline in domestic oil demand during the monsoon season, and this trend may continue into July. However, due to the rising trend of India's oil demand, year - on - year imports should still increase [8] - **US - EU Energy Deal**: A senior US administrative official said that Trump suggested that the EU purchase $1 trillion of US energy during his tenure, and the EU finally decided to reach an agreement by purchasing $750 billion [8] 3. Data Overview - The report presents various data charts, including global high - frequency crude oil inventories, WTI and Brent fund positions, spot prices of WTI, Dtd Brent, and Oman, US crude oil production growth rate, and EIA crude oil inventories, with data sources from Bloomberg, wind, CFTC, and EIA [10][12][20][23]

订阅欧佩克动态 +订阅 订阅原油市场资讯 +订阅 金十数据7月25日讯，据四位代表透露，欧佩克+联合部长级监督委员会（JMMC）定于下周一举行会 议，但预计不会对当前的增产计划做出调整。消息人士指出，该联盟仍致力于重夺市场份额，而夏季的 强劲需求正有助于消化新增供应。知情人士称，本次会议可能不会改变现行政策，即8个成员国将在8月 起将总产量每日增加54.8万桶。另一位消息人士则表示，现在判断为时尚早。欧佩克+目前供应全球大 约一半的原油。为支撑市场，该组织今年开始转向增产，以收复市场份额。据三位消息人士本月早些时 候透露，8个欧佩克+产油国还计划于8月3日召开单独会议，预计将再同意自9月起日增产54.8万桶。这 意味着到9月欧佩克+将全面解除先前220万桶/日的减产。 代表称欧佩克+预计将维持增产计划不变 ...

Market Performance - The three major U.S. indices showed mixed results, with the Dow Jones Industrial Average declining for the second consecutive trading day, down 89.37 points or 0.21% to 42051.06 points [1] - The Nasdaq Composite rose by 136.73 points or 0.72% to 19146.81 points, while the S&P 500 increased by 6.03 points or 0.1% to 5892.58 points [1] - Notable stock movements included Tesla rising 4% for six consecutive trading days, Google A increasing by 3.6%, and Nvidia gaining 4% with a weekly increase of 16% [1] European Market - European indices experienced declines, with Germany's DAX30 down 100.14 points or 0.42% to 23519.45 points, and the UK's FTSE 100 down 21.07 points or 0.24% to 8581.85 points [1] - The French CAC40 index fell by 37.04 points or 0.47% to 7836.79 points, while the Spanish IBEX35 rose by 70.67 points or 0.51% to 13842.27 points [1] Asian Market - The Nikkei 225 index in Japan decreased by 0.14%, while the KOSPI index in South Korea rose over 1.2% and the Indonesian Composite Index increased by over 2% [2] Currency and Commodities - The U.S. dollar index rose by 0.03% to 101.037, with fluctuations against major currencies including the euro and the British pound [2] - Spot gold fell by 2.14% to $3180.90 per ounce, while COMEX gold futures dropped by 1.91% to $3185.70 per ounce [2][3] - WTI crude oil prices decreased by 0.8% to approximately $63 per barrel, ending a four-day increase [3] Cryptocurrency - Bitcoin declined by 0.59% to $103,561.4, while Ethereum dropped over 3% to $2,595.77 [3] Macro News - The U.S. and Qatar signed economic and military cooperation agreements valued at over $243.5 billion, including significant purchases from Boeing and defense contracts [4] - OPEC+ members increased oil production by only 25,000 barrels per day in April, significantly below the planned increase of 138,000 barrels per day [4] Company News - Apple is developing a groundbreaking eye-tracking feature for its Vision Pro headset, which will allow users to scroll through interfaces using eye movements [7] - Bridgewater Associates significantly increased its holdings in Alibaba by over 540,000 shares, marking a 21-fold increase, and also built positions in JD.com and gold ETFs [8]