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地缘政治 | IEA:美伊冲突升级或颠覆明年油市过剩预期

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2026-07-10 08:08:03
国际能源署(IEA)周五表示,美伊敌对行动近期升级可能颠覆该机构对明年石油市场将出现显著供应过剩的预测。

6月霍尔木兹海峡重新开放后全球供应激增,但仍低于战前水平。IEA称,6月全球石油供应增加410万桶/日,但仍较战前水平低940万桶/日。

IEA预测明年供应将增加750万桶/日,但这取决于霍尔木兹海峡通行的改善。该机构表示,“然而,7月7日至8日敌对行动的升级使前景蒙上阴影,可能颠覆明年市场将转为供应过剩的预测。”
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