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Demand Forecast - IEA revises its oil demand forecast, projecting a 13% increase by 2050 instead of a plateau [1] - Global oil demand is expected to rise from 100 million barrels per day to 113 million barrels per day by 2050 [2] - Oil prices are projected to hover near $90 per barrel by 2035 [2] Market Implications - The report suggests that fossil fuels still have significant potential [2] - The revised demand scenario indicates a more challenging path to net zero emissions by mid-century [2] - The report serves as a reminder that oil remains relevant in the transition to net zero [3]

This is the annual long term report that's produced by the International Energy Agency, and it's been quite controversial over the years. They had done away with what they call that current policy scenario, i.e., if nothing changes, what happens to demand and gone for scenarios that assumed we would take more drastic action against climate change. The IEA denies this is a response to the Trump administration to reinstate this forecast, but I think clearly it's acknowledgement of the shifting political winds ...

We strongly believe that the demand fundamental is uh healthy and strong. We are seeing a demand growth of about 1.1% to 1.3% million barrels per day this year. Almost the same next year in 2026.It's a record year for oil, gas, and even coal. When you look at the 5-year average, it's at the lowest end of the 5-year average in terms of physical barrels storage available on the market. So it tells you that demand is real and it is strong.It is not reflected in terms of over supply or glut otherwise you will s ...

Oil demand has been soft owing to modest global economic growth and the rapid spread of Chinese electric vehicles. Faced with a gloomy future, oil companies are slimming down https://t.co/c8SUkZmf2R ...

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Carole, in some ways, this was a much more muted response from OPEC Are we reaching the limits now of what it can do. Are we getting to a period of stability. I mean, it depends heavily on how you read it, because, yes, you can say it's a modest increase because some people were expecting a much higher unwinding of barrels of the voluntary cuts of the 1.65% million barrels a day, voluntary cuts, which were the second tranche of voluntary cuts introduced by eight members, especially after we saw how over the ...

Oil Market Dynamics - Oil demand seems to be vanishing, with uncertainty about its destination [1] - Oil prices are relatively low compared to historical levels, even when compared to gas prices [2] - Low oil prices could lead to a tightening of the oil market [2] - Oil constitutes about a third of the energy consumed [2] Pricing and Historical Context - Oil averaged $60 per barrel in 2009 [1] - Oil prices in 2009, adjusted for inflation, were relatively low [1] - Oil averaged $60 per barrel in 2006 [1] Potential Future Scenarios - Low oil prices could lead to a resurgence in oil usage for power generation, especially in a world craving electrons [2]

Global oil demand continues to expand at a rate that justifies the supply increases coming out of OPEC+, according to the CEO of Kuwait Petroleum https://t.co/nDOxx3tBbF ...

Summary of J.P. Morgan Oil Demand & Inventory Tracker Industry Overview - The report focuses on the global oil industry, specifically analyzing oil demand and inventory levels as of September 2025. Key Points Global Oil Demand - Global oil demand expanded by 520 thousand barrels per day (kbd) year-over-year (YoY) in September 2025, averaging 104.4 million barrels per day (mbd) [1][4][5] - Year-to-date through September 17, global oil demand growth is tracking a 0.8 million barrels per day (mbd) expansion, slightly below the estimate of 0.83 mbd [4][5] - Demand indicators outside the US show resilience, with a 7% YoY increase in container throughput in China during the first week of September, indicating healthy export demand [4][5] Inventory Levels - Global liquids inventories surged by 72 million barrels (mb) in September, with a total increase of 220 mb year-to-date [2][4] - OECD (including Singapore) stocks increased by 72 mb, while stocks in China grew by 84 mb [4][5] - A notable 14 mb increase in oil product inventories was observed last week, contributing to the overall rise in global liquid stocks [5] Regional Insights - In the US, container arrival volumes are expected to be 10% lower than last year, with early signs indicating a continuation of this decline into October [4] - Global cargo flight volumes have fallen to a 20-month low, impacting US jet fuel demand [4] - Three economies reported their oil consumption statistics, reflecting varied performance across regions [4][31] Other Important Observations - Crude oil stocks have seen a drawdown in recent weeks, but there is a net increase of 163 mb in crude oil inventories year-to-date, while oil product stocks have risen by 56 mb [5] - The report highlights the importance of monitoring global demand indicators and inventory levels to assess market conditions and potential investment opportunities [4][5] Conclusion - The analysis indicates a complex landscape for the oil industry, with strong demand growth in certain regions and significant inventory changes that could impact future pricing and supply dynamics [1][4][5]