IEA Summary: Concern over falling oil prices 'overstated'
London (Platts)--10Dec2004
Despite signs that China's oil demand growth continues to cool and stocks are building, oil-producing countries' concerns about falling prices are over- stated, as high prices, capacity constraints and strong demand growth all remain in place for the time being, the International Energy Agency said Friday. "Producer concern over a precipitous fall in prices is somewhat overstated," the IEA said in its latest monthly report. "$40/bbl oil is still high and capacity constraints, geopolitical uncertainty and demand growth will not disappear overnight and will continue to provide price support over the medium-term," the agency added. The IEA trimmed its world oil demand estimates for 2005 by 70,000 b/d to 83.7-mil b/d to reflect adjustments to former the Soviet Union and the Middle East. The 2004 estimate was unchanged at 82.4-mil b/d, meaning oil demand growth for 2005 fell to 1.4-mil b/d, the IEA said in its latest monthly report. Chinese demand, however, remains a "significant risk" in the 2005 demand estimates, the IEA said.
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