IEA月报：将2026年全球原油需求预测从1.047亿桶/日上调至1.048亿桶/日。2025年全球原油需求预测维持不变，仍为

Core Viewpoint - The IEA has revised its global oil demand forecast for 2026, increasing it from 104.7 million barrels per day to 104.8 million barrels per day, indicating a growth of 0.8% year-on-year, which translates to an increase of 860,000 barrels per day [1] Group 1: Global Oil Demand - The global oil demand forecast for 2026 is now set at 104.8 million barrels per day, up from the previous estimate of 104.7 million barrels per day [1] - The 2025 global oil demand forecast remains unchanged at 103.9 million barrels per day [1] - The expected year-on-year growth in global oil demand for 2026 is 0.8%, equating to an increase of 860,000 barrels per day [1] Group 2: OPEC Supply and Demand - The supply forecast for non-OPEC oil-producing countries in 2026 remains unchanged at 73.3 million barrels per day [1] - The demand forecast for OPEC crude oil in 2026 has been revised upward from 25.4 million barrels per day to 25.6 million barrels per day [1] - The demand forecast for OPEC crude oil for 2025 has also been increased from 26.1 million barrels per day to 26.2 million barrels per day [1] Group 3: OPEC Production - In November, OPEC's crude oil production decreased by 250,000 barrels per day, bringing the total to 28.99 million barrels per day [1]