国际能源署上调2026年石油需求增长预期

Core Insights - The International Energy Agency (IEA) projects that global oil demand will increase by an average of 930,000 barrels per day by 2026, up from the previous forecast of 860,000 barrels per day [1] - The growth in global oil demand will be entirely driven by non-OECD countries [1] Supply and Demand Dynamics - Global crude oil supply is expected to rise by 2.5 million barrels per day, reaching 108.7 million barrels per day by 2026 [1] - In January, geopolitical factors, including the situations in Iran and Venezuela, caused benchmark crude oil prices to rise by $6 per barrel, but prices began to decline mid-month as tensions eased [1] - The global economy is adapting to the impacts of U.S. tariffs imposed in 2025, and lower oil prices compared to the same period last year are contributing to increased global oil demand [1] - It is anticipated that global oil supply will exceed demand by an average of 3.69 million barrels per day this year, slightly narrowing from previous reports [1]