The agency expects average global consumption growth through 2012 to "return to rates seen before" the 2008 global downturn. That means a rise in demand in the order of 1.4 million barrels a day for 2011 and 1.6 million barrels a day for 2012, the EIA said in its monthly outlook report released Tuesday afternoon. Production from the Organization of Petroleum Exporting Countries is expected to continue to rise to make up for the demand increase and for "limited growth" in non-OPEC production, the EIA said. The agency expects crude oil trading in New York to average $92 a barrel in the first quarter of the year, and $93 in 2011. For 2012, the agency sees oil averaging $98 a barrel. Crude-oil futures for February delivery were recently up $1.75, or 2%, to $91 a barrel on the New York Mercantile Exchange, having extended gains from the start of the trading day.