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为,这一转变反映了美国页岩油投资节奏放缓、部分油田产能递减,同时巴西海上油田项目逐步释放产能,全球供应结构出现微调。  从整体角度看,2026年非OPEC+供应预计增长60万桶/日,至5470万桶/日,主要驱动力仍来自巴西、美国、加拿大和阿根廷。FPG财盛国际指出,这意味着在全球需求继续增长的背景下,非OPEC+供应增幅略低于需求增速,供需缺口可能在中期内对油价形成支撑。季节性消费高峰和库存压力变

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