OPEC上调明年石油需求至140万桶/日，下调非OPEC国家供应增长预测

Group 1 - OPEC has raised its global oil market forecast, expecting a tighter market next year due to accelerated demand growth and a slowdown in supply expansion from non-OPEC producers [1][4] - The organization has increased its 2026 global oil demand growth forecast by 100,000 barrels per day to 1.4 million barrels per day, slightly above this year's level, while simultaneously lowering the supply growth forecast from non-OPEC countries by the same amount [1][4] - If OPEC and its allies do not further restore paused production, global oil inventories are projected to decrease significantly next year, with a decline of nearly 1.2 million barrels per day [1][4] Group 2 - Market sentiment towards OPEC's optimistic forecast is cautious, as the organization had to make six monthly downward adjustments last year, ultimately reducing its demand forecast by 32% [5] - Analysts suggest that OPEC may be underestimating the potential negative impacts of global economic slowdown, accelerated energy transition, and the rise of electric vehicles on oil demand [5] - Despite uncertainties, Saudi Arabia's recent policy decisions indicate a shared optimism with OPEC's forecasts, as the country and its partners decided to accelerate the restoration of 2.2 million barrels per day of production a year ahead of schedule [5]