Group 1 - The recent oil market reports from OPEC and the International Energy Agency (IEA) show significant divergence in their assessments, which is historically rare [1][2] - OPEC's monthly report is optimistic, raising the forecast for global oil demand in 2026 by 100,000 barrels per day to 1.38 million barrels per day, driven by stronger economic activity in key regions [1] - In contrast, the IEA report is pessimistic, indicating that global oil inventories are increasing at a rate of 2.96 million barrels per day, surpassing the average accumulation during the pandemic in 2020 [2] Group 2 - OPEC has consistently agreed to increase production to capture market share, reflecting its optimistic outlook on demand [1] - The IEA has adjusted its forecast for non-OPEC+ oil supply growth in 2026 upwards by 100,000 barrels per day to 1 million barrels per day, primarily from the Americas [2] - The contrasting views of OPEC and the IEA highlight the current tensions in the oil market, with the market seemingly leaning towards a weakening demand side, which may continue to pressure oil prices [2]
两大机构最新油市报告分歧较大 油价短期承压走势难改
Xin Hua Cai Jing·2025-08-15 07:01