I don't think it matters WHY he says that. I am not sure why it's confusing, He seems pretty clear. He pretty much loves his girlfriend but wants or thinks about sex with you ( wouldn't matter why, some people routinely cheat on their partners no matter if they love them). He doesn't say he had romantic feelings because he doesn't, he just thinks of sex.

I would find it offensive and our friendship would be over.

I really doubt every man wants to have sex with every attractive woman but even if it was the case, they don't profess it to every woman. That's bizarre. I would end friendship with this dude. Bad news

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