米国の石油生産データに疑問？

"US oil production data has sparked debate, particularly following a Dallas Fed survey highlighting skepticism among industry execs. While the EIA's estimates suggest high production levels, the rise in output occurring alongside falling prices raises critical questions about data accuracy. If production levels were indeed overstated, it could significantly alter market dynamics, particularly with the looming 2026 oil surplus forecast. The current price stability, despite increasing OPEC output, suggests that the market is balancing production with demand efficiently. However, if drilling activity decline is realized, it could counteract the predicted surplus and ultimately lead to tighter supply and increased prices. Traders should watch for any revisions in production data or further comments from industry leaders that could signal underlying shifts in market fundamentals."