IEA月报：预计非OPEC+国家的石油供应量今年将增加140万桶/日，2026年将增加94万桶/日。预计今年全球石油供应量将增加210万桶/日，2026年将增加130万桶/日。预计受关税影响的国家石油需求降幅最大。第二季度石油需求同比增幅降至55万桶/日，一季度为110万桶/日。近几个月石油需求“显著”放缓。

Group 1 - The IEA report forecasts that non-OPEC+ countries' oil supply will increase by 1.4 million barrels per day (bpd) this year and by 0.94 million bpd by 2026 [1] - Global oil supply is expected to rise by 2.1 million bpd this year and by 1.3 million bpd in 2026 [1] - Countries affected by tariffs are projected to experience the largest decline in oil demand [1] Group 2 - Oil demand growth in the second quarter has decreased to 550,000 bpd year-on-year, down from 1.1 million bpd in the first quarter [1] - Recent months have seen a "significant" slowdown in oil demand [1]