OPEC keeps 2026, 2027 global oil demand growth forecasts unchanged

The headline number masks the real story: OPEC's unchanged demand call sits alongside a slightly more upbeat economic view, which is a subtle signal that the group sees supply-side factors, not macro weakness, as the main risk to balances. For oil-linked RWA and commodity-token markets, the takeaway is that OPEC is anchoring expectations rather than reacting, leaving its own production policy as the swing variable. Whether that forecast discipline survives the next few monthly reports, and how it squares with actual inventory data, is the open question.