欧佩克上调产量后，IEA上调今年石油供应预期

Core Viewpoint - The International Energy Agency (IEA) has raised its forecast for global oil supply growth for the year, following OPEC+'s decision to increase oil production while simultaneously lowering demand expectations due to a significant slowdown in oil usage in recent months [1] Group 1: Supply Forecast - The IEA now expects global oil supply to increase by 2.1 million barrels per day, an upward revision of 300,000 barrels per day from previous estimates [1] - This adjustment comes after OPEC+ decided to lift the latest production cut agreement from April and accelerate production increases in May, June, July, and August [1] Group 2: Demand and Market Conditions - Despite the increase in supply, the IEA notes that refining rates are rising to meet summer travel and power generation demands, leading to a tighter market [1] - The agency indicates that price indicators suggest a higher level of tightness in the physical oil market than what is reflected in their supply-demand balance data, which shows a significant surplus [1]