IEF：2024年11月石油市场月报比较分析报告（英文版）

The EIA has revised its global demand growth projections, increasing its 2024 year-over-year (y/y) estimate by 0.1 million barrels per day (mb/d) to reach 1.0 mb/d, while simultaneously adjusting its 2025 demand growth estimates downward by approximately 0.1 mb/d to 1.2 mb/d y/y. India emerges as a pivotal driver of this growth, accounting for a quarter of the total global consumption growth in both years. Despite these adjustments, the EIA notes that the projected growth rates for 2024 and 2