IEA月报：全球石油供应增长快于预期

Core Viewpoint - The International Energy Agency (IEA) reports that global oil supply growth will outpace demand growth by three times this year, indicating a significant increase in oil supply due to external factors despite seasonal market tightness [1] Supply and Demand - IEA projects oil supply to increase by 2.1 million barrels per day (bpd) this year and 1.3 million bpd next year, revised upwards from previous estimates of 1.8 million bpd and 1.1 million bpd respectively [1] - The primary driver of this supply growth is attributed to countries outside the OPEC+ alliance, despite the recent large-scale production increase by OPEC+ [1] Market Dynamics - Seasonal factors are contributing to short-term market tightness, even as supply is expected to grow significantly [1] - Concerns over potential supply disruptions in the Strait of Hormuz have led several Gulf oil-producing countries to increase exports during the ongoing conflict with Iran [1] Recent Developments - Last month, global oil supply surged by 950,000 bpd, with Saudi Arabia showing the largest increase in production [1]