供需差浮现：OPEC上调明年石油需求，削减对竞争对手供应增长预测

Group 1 - OPEC raised its global oil demand forecast for next year while lowering supply growth expectations from the US and other non-OPEC+ producers, indicating a tightening market supply outlook [1] - OPEC+ aims to regain market share by increasing production after years of supporting the market through production cuts [1] - The organization expects global oil demand to increase by 1.38 million barrels per day in 2026, an upward revision of 100,000 barrels per day from previous forecasts, while maintaining the demand outlook for this year [1] Group 2 - OPEC slightly raised its global economic growth forecast for this year to 3.0%, citing trade agreements signed by the Trump administration and better-than-expected economic performance in India, China, and Brazil [1] - The report indicates that oil supply from non-OPEC+ countries is expected to increase by approximately 630,000 barrels per day in 2026, down from the previous forecast of 730,000 barrels per day [1] - The report also predicts a decrease of 100,000 barrels per day in US tight oil production for 2026, compared to the previous forecast of no change [2]