据Oil & Gas Journal网站2月23日消息 根据美国石油学会（API）最新的月度统计报告，以国内石油供应总量衡量，2021年1月美国石油需求为1970万桶/日，与12月相比增长5.6%，与2020年1月相比下降1.2%，自2020年COVID-19导致衰退以来，目前已显现复苏迹象。
以车用汽油交付量衡量，1月份的消费汽油需求为780万桶/日，与12月份相比基本稳定在-0.1%（月环比）。值得注意的是，这是自1957年以来1月份每月汽油需求与12月份最接近的一次，这意味着最近的大多数驾驶活动可能是出于必要性，而不是我们历史上观察到的可能产生更大季节性变化的自由旅行。然而，2021年1月的780万桶/日仍然比2020年1月减少了10.7%（90万桶/日）。苹果和谷歌等公司的高频流动性指标也表明，1月份的驾驶活动仍然相对较弱。
1月份，400万桶/日的馏分油交付量比12月份增长了14.2%，同比增长了0.5%。因此，馏分油需求超过了COVID-19之前的水平，也与电子商务和家庭交付的持续转变相一致，这一流行病进一步加剧了这一趋势。与此相一致的是，DAT-iQ行业趋势线显示，1月份现货卡车和平板车、货车和冷藏车的运价均同比上升。
1月份航空燃油交付量为120万桶/日，这是一个异常温和的季节性下降，比12月份下降了2.3%，比2020年1月的水平低了27.9%。这与Flightradar24的高频数据一致，该数据显示，从12月开始，航班数量有所下降，与2020年1月的活动相比，仍有差距。
王磊 摘译自 Oil & Gas Journal
原文如下：
API: January US oil demand within 1.2% of year-ago level
US petroleum demand, as measured by total domestic petroleum deliveries, was 19.7 million b/d in January 2021, according to the latest monthly statistical report by the American Petroleum Institute (API), a 5.6% increase from December and a decrease of 1.2% compared with January 2020—a notable recovery given the depths of the 2020 COVID-19 recession.
Consumer gasoline demand, measured by motor gasoline deliveries, was 7.8 million b/d in January – basically steady from December (-0.1% m/m). Notably, this was the closest that January monthly gasoline demand was to that of December since 1957. The implication is that the majority of recent driving activity was likely borne out of necessity, as opposed to discretionary travel that could have produced the greater seasonal variation that we have historically observed. However, the 7.8 million b/d in January 2021 was still a decrease of 10.7% (900,000 b/d) versus January 2020. High-frequency mobility indicators, such as those from Apple and Google, also suggested that driving activity remained relatively weak in January.
In January, distillate deliveries of 4 million b/d rose by 14.2% from December and 0.5% y/y. Consequently, distillate demand exceeded its pre-COVID-19 level and also was consistent with the continued shift to e-commerce and home deliveries, furthered by the pandemic. Consistent with this, the DAT iQ industry trendlines showed that spot trucking and flatbed loads, van and reefer rates each increased year-on-year in January.
Jet fuel deliveries were 1.2 million b/d in January, which was an unusually mild seasonal decrease of 2.3% from December but 27.9% below the level of January 2020. This was consistent with high-frequency data from Flightradar24 that showed a drop-off in flights from December as well as a continued gap versus activity in January 2020.
