原油拉升6%，伊拉克暂停全国所有石油码头运营

Group 1 - The International Energy Agency (IEA) has significantly lowered its oil supply growth forecast, projecting a global oil demand increase of 640,000 barrels per day by 2026, down from a previous estimate of 850,000 barrels per day [1] - The IEA also revised its forecast for global oil supply growth to an increase of 1.1 million barrels per day by 2026, previously expected to be 2.4 million barrels per day [1] - Recent attacks on oil tankers in Iraq have led to the suspension of operations at all oil terminals in the country, raising concerns about supply disruptions [1] Group 2 - The IEA's release of a historic 400 million barrels of strategic oil reserves has not been effective in curbing the rising oil prices, as stated by IEA Director Fatih Birol [2] - Analyst Jerry Chen from GAIN Group noted that the release of strategic reserves cannot fundamentally compensate for the production and export losses caused by conflicts in the Middle East, and the technical operations of releasing reserves require time and have daily limits [2] - The future outlook for oil prices will depend on geopolitical stability, particularly whether conflicts will cease and if oil-producing countries can restore production and shipping through the Strait of Hormuz [2]