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欧佩克维持石油需求强劲增长预期 挑战“供应过剩”论调
智通财经网·2025-09-11 12:47

Group 1 - OPEC maintains its strong global oil demand growth forecast for this year and next, indicating a robust economic growth trend in the second half of this year [1] - IEA predicts that global oil supply growth will outpace demand due to increased production from OPEC+ and non-OPEC+ countries, suggesting a potential supply surplus by 2026 [2][3] - OPEC+ has raised its crude oil production by 509,000 barrels per day in August, reflecting its earlier decision to increase refined oil production quotas [1] Group 2 - IEA has adjusted its global demand growth forecast upward by 60,000 barrels per day to 740,000 barrels per day, citing resilience in developed economies [2] - IEA's report indicates that supply is expected to exceed demand significantly, with a projected surplus of approximately 3.3 million barrels per day next year [3] - IEA emphasizes the impact of efficiency improvements and the transition to renewable energy, leading to a more cautious outlook on demand growth compared to OPEC's optimistic view [3]