EIA上调2026年全球石油需求增长预期

Core Insights - The International Energy Agency (IEA) projects that global oil demand will increase by 930,000 barrels per day (bpd) by 2026, up from the previous forecast of 860,000 bpd in December 2022 [1] - The growth in global oil demand by 2026 is expected to come entirely from non-OECD countries [1] - Global crude oil supply is anticipated to rise by 2.5 million bpd, reaching 108.7 million bpd by 2026 [1] Supply and Demand Dynamics - In January, benchmark crude oil prices rose by $6 per barrel due to geopolitical factors involving Iran and Venezuela, but prices began to decline mid-month as tensions eased [1] - The global economy has adapted to and recovered from the impacts of U.S. tariffs imposed in 2025, along with a decrease in oil prices compared to the same period last year, contributing to increased global oil demand [1] - It is estimated that this year, global oil supply will exceed demand by 3.69 million bpd, a slight reduction from previous reports of oversupply [1]