---
title: "石油巨头们计划提高产量，恐将加剧全球供应过剩"
description: "全球最大的石油公司计划在原油价格疲软和 OPEC+ 供应增加的背景下，推进产量增长。分析师预计，埃克森美孚、雪佛龙、壳牌、英国石油和道达尔能源的产量将分别在今年和 2026 年增长 3.9% 和 4.7%。这些公司正在裁员和削减低碳投资，以集中资金于石油和天然气生产，因其仍是主要利润来源。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/263777758.md"
published_at: "2025-10-31T15:15:51.000Z"
---

# 石油巨头们计划提高产量，恐将加剧全球供应过剩

> 全球最大的石油公司计划在原油价格疲软和 OPEC+ 供应增加的背景下，推进产量增长。分析师预计，埃克森美孚、雪佛龙、壳牌、英国石油和道达尔能源的产量将分别在今年和 2026 年增长 3.9% 和 4.7%。这些公司正在裁员和削减低碳投资，以集中资金于石油和天然气生产，因其仍是主要利润来源。

尽管原油价格疲软，且 OPEC+ 供应增加，但全球最大的石油公司预计仍将推进加快产量增长的计划。综合分析师们的估计，埃克森美孚、雪佛龙、壳牌、英国石油公司和道达尔能源今年的产量可能会增长 3.9%，2026 年增长 4.7%。这些增幅似乎旨在抓住明年下半年预期中的油价上涨机会。这些公司正在裁员、削减低碳投资并减少股票回购，以便将资金集中投入到石油和天然气生产上。石油和天然气业务仍是该行业绝大部分利润的来源，且提供了高于低碳投资的回报。

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