据能源世界网5月12日伦敦报道， 国际能源署(IEA)周三表示，石油需求已经超过供应，疫苗接种提振全球经济，石油缺口预计仍将扩大。
IEA在其月度报告中援引欧佩克+成员国增加石油供应的话称,今年剩余时间的预期供应增长远不及我们对第二季度之后需求大幅增长的预测。
IEA表示，石油输出国组织(OPEC)及包括俄罗斯在内的盟国被称作欧佩克+的组织，第二季石油日产量较需求低约15万桶/天。
总部位于巴黎的监管机构表示，预计到年底，这一缺口将扩大至250万桶/日。
自2017年以来，欧佩克+产油国一直在限制产量，但自去年实施创纪录的减产以来，已经放松了产量，从本月起，各方同意进一步放松产量。
IEA表示，供需缺口扩大，为OPEC+进一步放松减产或更大幅度削减库存铺平了道路，并指出原油库存在疫情期间飙升后，现已回落至近五年平均水平。在支撑油价的同时，将库存降至5年平均水平是欧佩克+减产的目标之一。
OPEC+以外地区的供应恢复比IEA预期的要慢，因新冠疫情推迟了巴西和墨西哥湾的项目，并阻碍了加拿大的维护工作。虽然巴西、泰国甚至印度（全球第三大消费国感染病例破纪录）的新一波感染并不足以扭转这一趋势，但可能继续影响市场。印度的新冠疫情危机提醒人们，石油需求前景充满不确定性。在疫情得到控制之前，市场波动可能会持续。
郝芬 译自 能源世界网
原文如下：
IEA sees oil demand recovery outpacing growth in supply
Oil demand is already outstripping supply and the shortfall is expected to widen as vaccinations against COVID-19 bolster the global economy, the International Energy Agency (IEA) said on Wednesday.
"The anticipated supply growth through the rest of this year comes nowhere close to matching our forecast for significantly stronger demand beyond the second quarter," the IEA said in its monthly report, citing increased pumping from OPEC+ countries.
Output from the Organization of the Petroleum Exporting Countries (OPEC) and allies including Russia, the so-called OPEC+ group of producers, lagged demand by around by 150,000 barrels per day (bpd) in the second quarter, IEA said.
That shortfall is expected to widen to a 2.5 million bpd by year's end, the Paris-based watchdog said.
OPEC+ producers have been curbing output since 2017 but have eased since imposing record high cuts last year, with more easing agreed from this month.
"The widening supply and demand gap paves the way for a further easing of OPEC+ supply cuts or even sharper stock draws," the IEA said, noting that storage of oil had ebbed to nearly the five-year-average after soaring amid the pandemic.
Getting inventories back down to the five-year average was, along with supporting prices, one of the aims of the OPEC+ cuts to begin with.
Supply recovery outside OPEC+ was recovering more slowly than the IEA expected as the virus delayed projects in Brazil and the Gulf of Mexico and hampered maintenance in Canada.
While new waves of infections in Brazil and Thailand and even India - the world's third-largest consumer suffering record-breaking cases - were not enough to derail the trend but could continue to affect the market, it added.
"India's COVID crisis is a reminder that the outlook for oil demand is mired in uncertainty. Until the pandemic is brought under control, market volatility is likely to persist."
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