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石油輸出國組織及其盟友(OPEC+)於2025年11月2日(週日)召開線上會議,並宣布重大政策調整,引發國際油價大幅走高。
這是自2025年4月以來,OPEC+首次中斷連續數月的增產行動,顯示該組織在逐步退出自願減產計畫的過程中選擇暫緩。
消息公布後,國際油價大幅上漲,布倫特原油升至每桶65.6美元以上,WTI原油接近61.5美元。市場預期供應緊縮的局面將延續至2026年初。
OPEC+ 此舉旨在平衡多重因素:
Ultima Markets 分析師指出,此次「暫停」可能在短期內為油價提供支撐,特別是在中東局勢緊張或需求復甦放緩的背景下。
背景補充
OPEC+ 決策發布之際,美國政府對俄羅斯兩大石油巨頭——俄羅斯石油公司(Rosneft)與盧克石油公司(Lukoil)及其全球子公司實施全面資產凍結制裁。該制裁將於2025年11月21日正式生效。
兩家公司佔俄羅斯原油產量的相當比重,若制裁嚴格執行,可能導致海運出口量大幅下滑,嚴重擾亂全球供應。分析人士預期,一旦制裁影響顯著,油價可能進一步上漲。
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