Venezuela suddenly seriously discusses exiting OPEC, behind it is the reality that U.S. capital is deeply tied to more than 60.0 billion barrels of reserves. What the market is trading is not a single incremental production figure, but a reshaping of the global supply curve in the future. When the reliability of “OPEC support” begins to falter, the logic for mid-term oil prices is quietly changing.

#原油 #OPEC #委内瑞拉 #油价走势 #Energy market