全球石油基本面- 欧佩克 + 合作伙伴维持当前节奏-Global Oil Fundamentals_ OPEC+ partners maintain the pace

本文档仅供上海信鱼私募基金管理有限公司18860455898研究使用，请勿外传 ab 5 October 2025 Global Research First Read Global Oil Fundamentals OPEC+ partners maintain the pace OPEC+ partners to bring back another 137kb/d in November The eight OPEC+ members carrying out the second tranche of voluntary cuts of 1.65Mb/ d announced on Sunday that they will raise oil production by another 137kb/d in November (link), same as in October. While a (small) production increase is in itself negative near-term, we expect to see some relief in the oil pr ...