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OPEC连续下调今明两年全球原油需求预期, 贸易冲突冲击叠加成员国违规增产,国际油价恐持续承压!点击查看…

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2025-04-14 13:16:27

OPEC再度下调全球原油需求预期:贸易冲突+违规增产或引发油价持续震荡(深度分析)



最新数据显示,OPEC已连续第三个月下调2023-2024年全球原油需求增长预期,降幅达15万桶/日。此次调整主要受三大因素影响:



1. 全球贸易冲突升级:中美关税战持续发酵,欧盟对俄新制裁落地

2. 成员国违规增产:伊拉克、哈萨克斯坦等国实际产量超配额40%

3. 新能源替代加速:欧洲光伏装机量同比激增210%





对投资者的三重影响:

- 能源板块:需警惕油气股盈利预期下调风险

- 大宗商品:WTI原油或测试65美元关键支撑位

- 通胀预期:油价下行可能缓解美联储加息压力



(本文数据截至2023年11月,更多实时分析请点击查看完整报告

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