每日 1.13 亿桶：国际能源署预测全球油气需求将持续增长至2050年

Core Insights - The International Energy Agency's World Energy Outlook 2025 emphasizes the urgent need for diversification and cooperation in the face of rising energy risks and demand [1][2][5] Energy Demand and Supply - Global oil and gas demand is projected to continue growing until 2050, diverging from previous expectations of a rapid transition to clean energy, indicating potential challenges in meeting climate goals [5] - Under the Current Policies Scenario, global oil demand is expected to reach 113 million barrels per day by mid-century, a 13% increase from 2024 levels [5] - Overall energy demand is anticipated to rise by 90 exajoules by 2035, a 15% increase from current levels [5] Liquefied Natural Gas (LNG) Market - The report highlights explosive growth in the LNG market, with a surge in final investment decisions for new LNG projects in 2025 [6][11] - Approximately 300 billion cubic meters of new annual LNG export capacity is expected to come online by 2030, increasing global supply by 50% [6][11] Electricity Demand and Transition - The report indicates that the world has entered the "Age of Electricity," with electricity demand growth accelerating across various scenarios [19][25] - Electricity is now the key energy source for sectors accounting for over 40% of the global economy [19] Climate and Emissions - The report warns that global warming is likely to exceed 1.5°C by 2030 across all scenarios, with emissions rising in the Current Policies Scenario and plateauing in the Stated Policies Scenario [35][36] - Only the updated net zero scenario is projected to bring temperatures back below 1.5°C in the long term [36] Renewable Energy Growth - Renewables are expected to grow faster than any other major energy source, led by solar PV, with nuclear capacity also set to increase by at least one-third by 2035 [39][40] - Natural gas is projected to play an increasingly significant role in power generation [39]