Core Viewpoint - The International Energy Agency (IEA) forecasts a significant oversupply of global oil reaching nearly 4 million barrels per day by 2026, marking an unprecedented level of surplus [1] Group 1: Supply and Demand Dynamics - The IEA has slightly reduced its consumption growth forecast for this year while raising supply expectations for non-OPEC countries in the coming years [1] - Oil executives at the London Energy Forum indicated that despite short-term oversupply due to increased production, the global oil market is expected to rebalance in the medium to long term [1] - The rise in consumption from emerging economies may lead to a decline in production due to falling oil prices, which could help restore supply-demand balance [1] Group 2: OPEC+ and Market Outlook - The increase in production from OPEC+ allies and non-member countries is suppressing oil prices, suggesting that while oversupply is visible in the short term, the market is likely to tighten in the medium term [1] Group 3: Production Concerns - ExxonMobil's CEO, Darren Woods, warned that without investment in unconventional oil and gas fields, the decline rate in production could reach 15% annually [2] - Woods believes that the oversupply issue will be a "short-term problem" [3]
国际能源署预警全球石油供应过剩,外媒称将是“短期问题"
Huan Qiu Wang·2025-10-15 01:05