Barclays: In its base-case forecast, cyclical demand is the strongest since 2022 and it expects a modest oil supply deficit in Q3 2026.

June 16 — With the final platform loaded in Tianjin Binhai New Area, onshore construction of all platforms for the Bohai 26-6 oilfield development (Phase II) is complete, supporting on-schedule commissioning. Bohai 26-6, in the central Bohai Sea, has reservoirs in Archean buried-hill metamorphic rock at depths exceeding 4,500m and discovered geological oil and gas reserves of more than 200 million cubic meters. Phase I began production in February last year. Phase II adds two offshore wellhead platforms (jacket plus topside); both are designed for unmanned operation.

高盛：将2026年第四季度布伦特原油价格预期从90美元下调至80美元。