Oil markets were rocked for a second consecutive day as prices tumbled to their lowest levels of 8% since 2021. Brent crude, the global benchmark, has plunged more than 10% in just two days, with Thursday alone seeing a 6.4% drop — its steepest fall since 2022. The sudden collapse came as traders reacted to a surprise output hike by OPEC+ and the escalating global trade war led by US President Donald Trump, reports Bloomberg.
欧佩克+宣布将其计划的生产增长增加了三倍。专家建议该决定旨在降低价格并罚款超过其配额的成员。这标志着从以前稳定市场的努力的巨大转变，并质疑该集团对支持更高价格的承诺。
特朗普进一步加剧了衰退，推出了一系列新的关税浪潮，这引起了人们对全球经济放缓的担忧。中国迅速做出了回应，州媒体报告说，美国所有进口商品都有34％的关税。这些报复性措施在贸易疲软和经济活动中引起了人们对石油消耗量减少的关注。
华尔街已经在调整。高盛（Goldman Sachs）和ING降低了石油价格预测，理由是增加了需求的风险和增加的OPEC+供应。看跌期权交易激增，期货时代的范围正在缩短 – 对宽松的供求平衡的期望信号。
尽管价格下跌，但分析师谨慎认为地缘政治紧张局势仍然存在。美国对伊朗和委内瑞拉等石油生产商的制裁可能会限制供应。
