Core Viewpoint - The International Energy Agency (IEA) has shifted its stance, now indicating that new oil and gas resources must be developed to maintain supply stability due to the accelerated decline in existing oil field production [1] Group 1: Oil and Gas Supply - The IEA's report states that to maintain current production levels, over 45 million barrels of oil and approximately 2 trillion cubic meters of natural gas must be supplied daily from new conventional oil fields by 2050 [1] - Despite several projects being expedited or approved, there remains a significant supply gap that new conventional projects need to fill [1] Group 2: Investment Insights - Nearly 90% of upstream oil and gas investments are currently directed towards compensating for the declining production of existing oil fields [1] - The IEA director, Birol, acknowledges that insufficient investment poses a substantial threat to energy supply, leading to an annual loss in global market supply equivalent to the total production of Brazil and Norway combined [1] - The oil and gas industry must accelerate investments to maintain the current balance in the market [1]
IEA油气投资立场发生重大转变——全球需开发新的油气资源
Zhong Guo Hua Gong Bao·2025-10-09 03:03