欧佩克去年11月末决定减产，并得到了非欧佩克成员国的支持。但是，减产协议仅持续到今年6月份，7月份以后会出现什么情况，还非常难以确定。如果减产协议无法延续，油价可能重回两年前的水平，轻易回到30美元/桶的低位。由于减产目标已达成历史新高的90%，我们认为利多消息已经不会再出现，相反，我们看到了美国产量的增长以及原油库存的增加。
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