据石油新闻报道,国际能源署(IEA)日前在巴黎表示,明年全球石油需求将日增310万桶,全球石油需求在第4季度前将回到新冠肺炎疫情大流行前的水平,并警告说,如果欧佩克+成员国不作出回应“开闸放水”,今年下半年全球石油供需之间可能出现“鸿沟”。
尽管家庭工作和电动汽车的采用会带来一些影响,但IEA在其月度石油市场报告中证实石油需求将复苏的预期。这份报告是IEA对2022年全球石油市场的首次预测。
IEA还预测,欧佩克+生产协定以外的国家明年的石油产量将日增加160万桶,明年年中将达到新冠肺炎疫情大流行前的水平,以美国为首,将日增97万桶,但明年石油产量增加也得到巴西和挪威的支持。
IEA呼吁欧佩克+成员国“开闸放水”,因为预计今年下半年全球石油供需将出现缺口,此前欧佩克+为应对去年的油价暴跌而进行了一段时间的严格产量控制。
IEA估计,欧佩克5月份的石油日产量为2543万桶,而今年下半年的预期石油日产量为2830万桶,与上个月的报告相比,其对石油产量的预估略有下降。
李峻 编译自 石油新闻
原文如下:
IEA urges OPEC+ to 'open the taps' as global demand seen rising 3.1 mil b/d in 2022
Global oil demand is set to rise by 3.1 million b/d in 2022, returning to pre-pandemic levels by the fourth quarter, the International Energy Agency said June 11, warning that a "chasm" could open between supply and demand in the second half of this year if OPEC+ nations do not respond.
In its monthly oil market report, providing its first projections for 2022, the IEA confirmed expectations of recovery in oil demand despite some impact from home working and electric vehicle adoption.
It also forecast oil output by countries outside the OPEC+ production pact would rise by 1.6 million b/d next year, hitting pre-pandemic levels mid-year, led by the US, with an increase of 970,000 b/d, but also supported by Brazil and Norway.
It called on OPEC+ countries to "open the taps" due to the expected gap between demand and supply in the second half of this year, following a period of stringent output control by the group in response to last year's price crash.
It estimated OPEC production in May at 25.43 million b/d, compared with an anticipated "call" for OPEC crude of 28.3 million b/d in the second half of the year, a slight downward reduction in its estimate of the call compared with last month's report.
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