OPEC 预计 2026 年石油供应赤字将缩小 – 荷兰国际集团
油价今晨几乎持平,市场关注周五的特朗普-普京会晤。荷兰国际集团(ING)商品专家埃娃-曼特海(Ewa Manthey)和沃伦-帕特森(Warren Patterson)指出,欧佩克对明年增加产量以缓解供应短缺的预期进一步施压油价

油价今晨几乎持平,市场关注周五的特朗普-普京会晤。荷兰国际集团(ING)的商品专家Ewa Manthey和Warren Patterson指出,欧佩克对明年增加产量以缓解供应短缺的预期进一步压低了价格。

欧佩克在九月份增加供应

"在其月度石油市场报告中,欧佩克将全球石油需求增长预测基本保持不变,分别为今年和2026年的130万桶/日和140万桶/日。类似地,该组织也维持了其供应预测,预计来自更广泛的欧佩克+联盟以外的生产商的供应今年将增加81万桶/日,2026年将增加63万桶/日。"

"然而,该组织已调整其对全球石油市场平衡的预期,现在预计明年的供应将与需求基本持平,主要是由于欧佩克+的产量上升。"

"报告还显示,欧佩克在九月份的供应环比增加54万桶/日,达到2840万桶/日。大多数成员国在本月的产量有所上升,沙特阿拉伯、阿联酋、伊拉克、伊朗和委内瑞拉领衔。国际能源署(IEA)将在今天晚些时候发布其月度石油市场报告。"

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