IEF：2025年石油市场6月报比较分析报告（英文版）

OPEC projects global oil demand to rise by 1.3 mb/d y/y in both 2025 and 2026. Stronger-than-expected economic activity in the first half of 2025, driven by robust performance in India, China, and Brazil, has lifted the global GDP growth forecast to 2.9% for the year. Easing trade tensions, particularly through agreements involving the US and key partners, are expected to reduce uncertainty and support oil consumption in the second half of 2025. The EIA projects global liquid fuels consumptio