整理：原油月报亮点一览——IEA大幅上调供应增长预期，欧佩克力挺需求前景

Group 1: IEA Monthly Report Highlights - The IEA projects sufficient oil market supply through 2025 and beyond, barring any major disruptions [1] - Global oil demand is expected to reach an average of 103.8 million barrels per day in 2025 and 104.5 million barrels per day in 2026 [1] - Global oil supply is forecasted to be 104.9 million barrels per day in 2025 and 106 million barrels per day in 2026 [1] - The demand growth forecast for 2025 has been revised down from 740,000 barrels per day to 720,000 barrels per day, and for 2026 from 760,000 barrels per day to 740,000 barrels per day [1] - The global oil supply growth forecast for 2025 has been raised from 1.6 million barrels per day to 1.8 million barrels per day, and for 2026 from 970,000 barrels per day to 1.1 million barrels per day [1] Group 2: OPEC Monthly Report Highlights - U.S. shale oil production is expected to stabilize at 9.05 million barrels per day next year [2] - The average daily oil production of OPEC+ in May was 41.23 million barrels, an increase of 180,000 barrels from April [2] - OPEC has lowered its forecast for oil supply growth from the U.S. and other non-OPEC+ producers for 2026 [2] - Despite trade concerns, the economic outlook remains strong, with no mention of the Israel-Palestine conflict in the latest report [2] - OPEC maintains its global oil demand growth forecast at 1.3 million barrels per day for 2025 and 1.28 million barrels per day for 2026 [2] - Economic growth forecasts for the global economy are held steady at 2.9% for this year and 3.1% for next year, with U.S. growth forecasts unchanged at 1.7% and 2.1% respectively [2]