Goldman Sachs(US:GS) 智通财经网·2025-11-14 04:08Group 1 - Goldman Sachs believes that global oil demand growth will last longer than previously expected due to strong energy demand [1] - Oil demand is projected to increase from 103.5 million barrels per day in 2024 to 113 million barrels per day by 2040, contrary to last year's peak forecast of 2034 [1] - The bank has adjusted its economic growth peak forecast due to bottlenecks in low-carbon technology and infrastructure, with petrochemical products becoming the main driver of oil consumption [1] Group 2 - The International Energy Agency (IEA) has revised its outlook, predicting that oil and gas demand may continue to grow until 2050, differing from earlier expectations of a peak by the end of this decade [2] - The IEA's latest report introduces a "current policy scenario" (CPS), projecting a 13% increase in oil consumption to 113 million barrels per day by 2050 compared to 2024, contingent on a slowdown in electric vehicle adoption [2] - Goldman Sachs analysts express skepticism about significant breakthroughs in low-carbon technology, expecting oil demand to remain stable beyond 2030 [2]