By Olesya Astakhova, Ahmad Ghaddar and Alex Lawler LONDON/MOSCOW (Reuters) -OPEC+ will raise oil output from November by 137,000 barrels per day (bpd), it said on Sunday, opting for the same fairly modest monthly increase as in October amid persistent worries over a looming supply glut. The group comprising the Organization of the Petroleum Exporting Countries plus Russia and some smaller producers has increased its oil output targets by more than 2.7 million bpd this year, equating to about 2.5% of glob ...

By Olesya Astakhova, Ahmad Ghaddar and Alex Lawler LONDON/MOSCOW (Reuters) -OPEC+ will raise oil output from November by 137,000 barrels per day (bpd), it said on Sunday, opting for the same fairly modest monthly increase as in October amid persistent worries over a looming supply glut. The group comprising the Organization of the Petroleum Exporting Countries plus Russia and some smaller producers has increased its oil output targets by more than 2.7 million bpd this year, equating to about 2.5% of glob ...

As President Trump began his second term, he proclaimed in his inauguration speech that America would "drill, baby, drill," promising a boom in drilling and lower prices at the pump. Nine months in, Trump may only be getting the "lower prices" part. Production activity in the US oil and gas sector fell throughout the third quarter, according to data released late last month by the Federal Reserve of Dallas, marking the second quarter in a row of contraction in the sector. Oil prices have done much the sa ...

价格表现 - 11月WTI原油期货价格下跌0.43美元，跌幅0.69% [1] - 11月RBOB汽油期货价格下跌0.0321美元，跌幅1.67% [1] - 原油价格跌至4个月新低，汽油价格跌至10.5个月新低 [2] 价格下跌驱动因素 - 市场担忧全球供应过剩，因OPEC+计划提高原油产量水平 [2] - 美国能源信息署周度原油和汽油库存增幅超预期，加剧价格跌势 [2] - 伊拉克与库尔德地区政府达成协议，预计将通过管道恢复原油出口，可能为全球市场增加50万桶/日的供应 [5] - 全球油轮上储存的原油数量增加，截至9月26日当周，静止至少7天的油轮所载原油库存周环比增长3.7%，至8195万桶 [6] 供应面动态 - OPEC+预计将讨论分三步每月增产约50万桶/日，从11月开始，以恢复总计166万桶/日的供应削减 [3] - OPEC+计划恢复总计220万桶/日的产量，以逆转持续两年的减产 [3] - OPEC 8月原油产量增加40万桶/日，至2855万桶/日，为两年多来最高水平 [3] - 国际能源署预测，由于OPEC+持续恢复生产，明年全球石油市场将出现创纪录的333万桶/日过剩，较一个月前的预测增加36万桶/日 [4] 需求面动态 - 世界第三大原油进口国印度的需求减弱，8月原油进口量同比下降2.9%，至1960万公吨 [6]

地缘政治事件对油价影响 - 以色列袭击哈马斯目标传闻导致布伦特原油价格短暂突破67美元/桶 反映市场对中东风险溢价和供应安全中断的定价[1][7] - OPEC+实际增产约13.7万桶/日远低于市场预期 推动布伦特油价反弹至66.50美元/桶附近[7] - 若特朗普政府对俄罗斯实施新制裁可能带来近期上行风险[7] 全球LNG供应格局变化 - 全球LNG供应将从2026年起进入长期过剩阶段 因美国、卡塔尔、加拿大和俄罗斯均大幅增加供应量[2] - 卡塔尔32百万吨/年North Field East项目将于明年年中投产 这是自1997年以来最大规模扩建[2] - 俄罗斯19.8百万吨/年Arctic LNG 2项目可能成为黑天鹅因素 中国开始购买受制裁天然气加剧供应过剩[4] LNG价格走势预测 - 10月交付LNG现货价格维持在11.00-11.50美元/MMBtu区间[3] - 主要银行预测JKM和TTF价格将在2026年第四季度跌至个位数 并在本十年剩余时间保持在10美元/MMBtu以下[3] - IEA预计LNG需求将同比增长7% 因供应增加降低了长期储存意愿[3] 能源企业战略动向 - BP与埃及政府签署谅解备忘录 将在地中海钻探五口新气井[5] - Strathcona资源公司将收购报价提高至每股30.86加元 竞购MEG能源公司[5] - Shell出让圣多美和普林西比近海04区块55%权益给巴西石油公司和葡萄牙Galp[6] - 雪佛龙宣布将重点投资韩国石化产业 同时削减新加坡炼油业务[6]