
OPEC and its non-OPEC allies agreed to phase out 5.8 million barrels per day of production cuts by September 2022, with increases of 400,000 barrels per day each month from August. The group cited clear signs of improving demand and falling OECD stocks.
The IEA estimated a 1.5 million barrel per day shortfall in the second half of 2021.
Gradual supply restoration is intended to cap the price rally while the market remains tight. Monthly increases of 400,000 barrels per day are a steady bearish weight on crude.
在过去 210 次看跌的政策事件之后,原油(Brent) 在 5 个交易日内中位数变动 -0.9%(48% 上涨;中间一半区间为 -3.8% 至 +3.2%),20 个交易日内为 +0.2%。
在过去 215 次看跌的政策事件之后,原油(WTI) 在 5 个交易日内中位数变动 +0.1%(51% 上涨;中间一半区间为 -4.4% 至 +3.3%),20 个交易日内为 +0.2%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。