Opec+ sticks to output rise plans for May as US announces release of record oil reserves

과거 하락 정책 이벤트 215건 이후, 원유 (WTI)은 5거래일 동안 중앙값 +0.1% 변동(상승 51%; 중간 50% 범위 -4.4%~+3.3%), 20거래일 동안 +0.2%.

• 2025. 9. 7.Opec+ agrees another rise in oil output for October | The National+1.3%
• 2021. 4. 27.OPEC+ sticks to plan to ease oil output cuts from May 1 | Reuters+4.0%
• 2022. 3. 31.Oil slumps 7% as U.S. plans record crude reserve release | Reuters-10.6%
• 2025. 11. 1.Oil settles lower as OPEC plans to increase oil output-2.0%
• 2021. 9. 1.OPEC+ sticks to gradual oil output hikes, ups demand forecast+1.3%

과거 하락 정책 이벤트 210건 이후, 원유 (Brent)은 5거래일 동안 중앙값 -0.9% 변동(상승 48%; 중간 50% 범위 -3.8%~+3.2%), 20거래일 동안 +0.2%.

• 2025. 9. 7.Opec+ agrees another rise in oil output for October | The National+3.4%
• 2021. 4. 27.OPEC+ sticks to plan to ease oil output cuts from May 1 | Reuters+3.2%
• 2022. 3. 31.Oil slumps 7% as U.S. plans record crude reserve release | Reuters-11.9%
• 2025. 11. 1.Oil settles lower as OPEC plans to increase oil output-2.4%
• 2021. 9. 1.OPEC+ sticks to gradual oil output hikes, ups demand forecast-2.2%

과거 하락 정책 이벤트 21건 이후, ULSD / 디젤은 5거래일 동안 중앙값 -2.4% 변동(상승 38%; 중간 50% 범위 -6.5%~+4.7%), 20거래일 동안 -1.1%.

• 2022. 3. 31.OIL FUTURES: US SPR release, OPEC+ output hike send crude sharply lower | S&P Global-8.3%
• 2021. 11. 24.Reserve oil being released into market that may have peaked - FreightWaves-13.2%
• 2022. 12. 4.OPEC Plus opts against cutting production as oil prices fall - The Washington Post-12.5%
• 2021. 6. 1.OPEC to raise oil production in July, stays mum on what’s next+3.6%
• 2026. 10. 5.WTI drops to near $89.00 as G7 taps emergency reserves+5.2%