来源：看看新闻、上游新闻 把"浙江之声"，更容易找到我们 版权归原作者所有，如有侵权请及时联系 8月3日最新消息，多家外媒报道称，OPEC+成员国已原则上同意在9月再次大幅增产原油。与会代表透露，OPEC+在周日（8月3日）举行 的视频会议上，正式批准每日增加54.8万桶的产量。 周五（8月1日），国际油价大幅下挫，WTI原油、布伦特原油跌幅均接近3%。其中，布伦特10月原油期货跌破70美元/桶。美国就业数据不 及预期以及特朗普政府的关税政策，引发了对全球能源需求的担忧。 有分析指出，随着供应持续增加，加之全球经济增长放缓抑制需求，油市恐于年底前再度陷入供应过剩。 OPEC+大幅增产 据彭博社、路透社等多家外媒报道，OPEC+成员国原则上同意在9月再次大幅增产原油，以加快争夺全球原油市场份额。 报道称，与会代表透露，OPEC+计划在周日举行的视频会议上正式批准每日增加54.8万桶的产量，这将彻底逆转2023年由八个成员国实施 减产220万桶的日产量，包括阿联酋正在逐步落实的额外增产配额。 这一最新增产举措，标志着OPEC+从保价转向放量的重大政策转变，在地缘政治紧张和夏季需求旺盛的背景下，这种转向帮助压制了原 ...

报道称，与会代表透露，OPEC+计划在周日举行的视频会议上正式批准每日增加54.8万桶的产量，这将 彻底逆转2023年由八个成员国实施减产220万桶的日产量，包括阿联酋正在逐步落实的额外增产配额。 这一最新增产举措，标志着OPEC+从保价转向放量的重大政策转变，在地缘政治紧张和夏季需求旺盛 的背景下，这种转向帮助压制了原油和汽油价格上涨，减轻了消费者部分压力，被视为美国总统特朗普 的一场胜利。然而，增产亦可能令市场在今年稍晚面临供大于求的风险，挑战日益凸显。 实际上，OPEC+早在上月会议中初步决定恢复日产220万桶的产量。目前，市场焦点已转向下一阶段， 即尚未恢复的日减产166万桶部分，按计划这将持续至2026年底。 RBC资本市场商品策略主管克罗夫特指出："随着自愿减产220万桶的日产量接近尾声，我们预计产油国 会暂停进一步增产，评估市场状况及宏观经济走势。" 8月3日最新消息，多家外媒报道称，OPEC+成员国已原则上同意在9月再次大幅增产原油。与会代表透 露，OPEC+计划在周日（8月3日）举行的视频会议上，正式批准每日增加54.8万桶的产量。 周五（8月1日），国际油价大幅下挫，WTI原油、布伦特原油 ...

Domestic News - The State Council of China has announced the "Regulations on Reporting Tax Information by Internet Platform Enterprises," effective immediately [1] - The Ministry of Industry and Information Technology, along with nine other departments, has issued the "Implementation Plan for High-Quality Development of the Gold Industry (2025-2027)," aiming for a 5%-10% increase in gold resources and over 5% growth in gold and silver production by 2027 [1] - A 4.3 magnitude earthquake occurred in Qingcheng District, Qingyuan City, Guangdong Province, with a depth of 10 kilometers; the Guangdong Earthquake Administration has initiated a level IV emergency response, with no reports of casualties or property damage [1] - Sources close to BYD indicate that the company is providing a rebate of 666 yuan per vehicle to dealers, similar to a rebate offered last year [1] - Cambrian has adjusted the maximum repurchase price of its shares to no more than 818.87 yuan per share [1] International News - Trump has called for lower oil prices while encouraging the U.S. Department of Energy to increase drilling efforts [2] - Iran has reported that Israel has again attacked the Fordow nuclear facility, targeting access routes rather than the facility itself [3] - Federal Reserve Governor Bowman has suggested support for a rate cut in July if inflation pressures are controlled [4] - Reports indicate that U.S. military bases in Syria have been attacked [4] - The Wall Street Journal has reported that New York State plans to construct a large nuclear energy facility [4] - Sources indicate that Iran may retaliate against U.S. forces within one to two days [4] - Iran is reportedly seeking a "direct" cost from the U.S., estimating that the conflict could last for two years [4] - An Israeli Defense Forces spokesperson has stated that Israel will attack Iranian military infrastructure in the coming days [4] - The U.S. Embassy in Qatar has advised American citizens to shelter in place until further notice [4]

Core Viewpoint - Saudi Arabia aims to accelerate oil supply increases within OPEC+ in the coming months to regain lost market share, prioritizing this strategy as crucial [1][2]. Group 1: OPEC+ Supply Strategy - Saudi Arabia is pushing for an increase of at least 411,000 barrels per day in August, potentially including September, to capitalize on the summer demand peak in the Northern Hemisphere [1]. - The recent OPEC+ meetings have shown a divide in strategy, with Russia advocating for a pause in production increases to assess impacts, but Saudi Arabia's perspective prevailed [2]. - The shift in Saudi strategy marks a fundamental change from defending oil prices through production cuts to actively driving prices down [2]. Group 2: Market Dynamics - Brent crude oil prices fell to a four-year low of below $60 per barrel in April, with OPEC+ surprising the market by tripling the planned production increase [2]. - As of now, eight OPEC+ members that implemented voluntary production cuts have restored half of their daily production of 2.2 million barrels, with a complete recovery expected by the end of September, a year ahead of schedule [3]. - This policy shift provides relief to consumers and aids central banks in managing persistent inflation, but poses financial risks to oil-producing countries, as evidenced by Russia's oil revenue dropping to a near two-year low in May [3]. Group 3: Future Meetings and Implications - The ongoing divergence between Saudi Arabia and Russia will be highlighted in the upcoming OPEC+ meeting on July 6, where production levels for August will be discussed [3].

高盛的研究表明，特朗普似乎更倾向于每桶40到50美元的油价。 高盛分析师Daan Struyven团队近日对特朗普在社交媒体上的发帖进行了内部分析，得出了这一结论。分析显示，特朗普一直关注石油和美国能源 主导地位，已发布近900条相关帖子： "特朗普对WTI原油的推断偏好似乎在每桶40至50美元左右，在这个价位上他发布油价相关帖子的倾向降至最低。" 40-50美元：特朗普的油价"舒适区" 导致下跌的原因包括特朗普的贸易关税影响，以及欧佩克+（OPEC+）决定以快于预期的速度放松供应限制。 特朗普频繁的互动表明了其对油价的重视程度。他关注的话题广泛，包括欧佩克（OPEC）的产量水平、美国的汽油价格，以及对包括伊朗在内 的国家实施的制裁等。特朗普政府一直倾向于增加国内石油产量，并大力推动廉价能源，以帮助降低通货膨胀。 高盛分析师指出： "当WTI价格高于50美元时，他倾向于呼吁降价（或庆祝价格下跌）。相反，当价格非常低（WTI低于30美元）时，特朗普总统曾呼 吁提高价格，通常是为了支持美国石油生产。" 今年以来，WTI下跌了约12%，目前交易价格为62.91美元/桶。 然而，在5月12日之后，油价有所回升，此前油 ...