国际能源署：上调2025年世界石油需求增长预测

Core Insights - The International Energy Agency (IEA) reported a decrease of 70,000 barrels per day in non-OPEC+ supply for August, while global oil supply increased to 106.9 million barrels per day [1] - OPEC+ has raised its production forecast, predicting a global oil supply increase of 2.7 million barrels per day by 2025, up from a previous estimate of 2.5 million barrels per day [1] - The 2026 non-OPEC+ supply growth forecast remains at approximately 1 million barrels per day [1] - The global oil demand growth forecast for 2025 has been revised upward to 740,000 barrels per day, compared to the previous forecast of 680,000 barrels per day [1] Supply and Demand Dynamics - Due to production constraints in some member countries, the net increase in OPEC+ oil production from September to October will be 40,000 barrels per day, lower than the quota increase of 137,000 barrels per day [1] - The average oil demand growth forecast for 2026 remains unchanged at 700,000 barrels per day [1] - The global oil supply growth forecast for 2025 has been adjusted from 2.5 million barrels per day to 2.7 million barrels per day, while the 2026 global supply growth forecast has been raised from 1.9 million barrels per day to 2.1 million barrels per day [1]