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The "EIA oil price forecast 2025" reflects a tighter supply-demand balance, potentially creating a “risk-on” environment in commodity equities. Portfolio managers may adjust sector weights, favoring oil-related dividend payers over growth tech names. “Investors will continue to reward near-term priorities such as distributions, stable cash flow and balance sheet strength over long-horizon investments,” he continued. OPEC+ will raise oil output from November by 137,000 barrels per day (bpd), it said on Sunday, opting for the same fairly modest monthly increase as in October amid persistent worries over a looming supply glut.
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