-- Rystad Energy周二在一份报告中指出，阿联酋退出石油输出国组织（欧佩克）和欧佩克+，削弱了该组织管理全球石油市场的关键支柱。 分析师豪尔赫·莱昂表示：“失去一个日产能达480万桶且雄心勃勃的成员国，无疑使该组织失去了一项重要的工具。” 他还补充道，这一时机也预示着石油市场的走向。随着需求接近峰值，低成本原油生产商的考量正在迅速变化，继续依赖配额制可能意味着错失良机。 莱昂指出，因此，沙特阿拉伯将承担更多维持油价稳定的重任，而市场则失去了一个最后的缓冲机制。 短期来看，由于霍尔木兹海峡持续的混乱和整体地缘政治紧张局势，其影响可能有限，但长期影响将更为深远。分析师表示：“结构性削弱的欧佩克，其内部剩余产能减少，将越来越难以调节供应和稳定价格。” 阿联酋通讯社周二早些时候报道称，阿联酋将于5月1日退出欧佩克和欧佩克+。
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Research
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