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大摩:OPEC+產量增加未導致油價飆升
阿思達克 06-09 11:25
大摩發表報告,OPEC +可能正在大幅提高石油產量配額,以推動重啟閒置產能,但新調整尚未轉化為實際產量出現大幅增長。 報告提到,雖然OPEC+在3月至6月期間產量配額增加約每日100萬桶,但實際產量增長卻難以察覺,而沙特阿拉伯的產量似乎並未大幅增加。 近數個月來,OPEC+產油國以超出預期的速度放寬供應限制,試圖奪回市佔率。大摩稱,雖然OPEC+繼續提高配額,仍然預計核心成員國的供應量在6月至9月期間將增加約每日42萬桶,當中約一半的增幅將來自沙特阿拉伯。 另外,大摩維持對石油供應過剩的預期,因今年OPEC+的原油供應量每日增加約110萬桶,超過全球每日約80萬桶的需求增幅。
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