US Sanctions Target Rosneft and Lukoil Over Moscow's Peace Process Allegations

OPEC plans to increase production by 137,000 bpd starting November.
US Treasury sanctions Rosneft and Lukoil for alleged lack of peace process commitment.
OPEC+ raised output targets by 2.7 million bpd, or 2.5% of global demand.
Kuwait's Oil Minister notes sanctions may shift demand toward Gulf and Middle East.
Chinese state-owned oil companies suspended seaborne Russian crude purchases.
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