欧佩克预计2026年市场将保持供需平衡

Core Viewpoint - OPEC's latest monthly report indicates that the global oil market supply and demand will be largely balanced by 2026, maintaining overall stability in the market [1] Supply and Demand - OPEC+ forecasts an average crude oil demand of 43 million barrels per day in 2026, consistent with last month's prediction and close to current production levels [1] - In November, OPEC+ crude oil production was approximately 43.06 million barrels per day, showing a slight increase following the implementation of the latest production agreement [1] Demand Growth - Global oil demand is expected to grow by 1.3 million barrels per day in 2025 and 1.4 million barrels per day in 2026, primarily driven by non-OECD countries, particularly in Asia, the Middle East, and Africa [1] - This demand growth will partially offset the impact of slowing growth in developed economies [1] Macroeconomic Outlook - OPEC anticipates continued robust global economic growth, with projected growth rates of 3.1% for both 2025 and 2026 [1] - Strong consumption momentum, a relatively stable trade environment, and supportive fiscal and monetary policies from major economies will underpin energy demand [1]