据彭博新闻社2021年8月12日报道，由于疫情复苏冲击了主要消费国，国际能源署（IEA）“大幅”下调了今年剩余时间的全球石油需求预期，并预计2022年将出现新的石油需求过剩。
对于总部位于巴黎的IEA来说，这是一个明显的逆转。就在一个月前，该机构还敦促欧佩克+联盟打开阀门增加供应，否则全球将面临油价破坏性飙升的风险。 这个石油卡特尔注意到了增加石油供应的呼声，而现在正是消费放缓之际。
IEA的分析也与美国周三呼吁欧佩克及其盟友加快增产的呼声不一致。美国是IEA最具影响力的成员国。
IEA在其月度报告中表示：“来自欧佩克+的直接增产与联盟外需求增长放缓和产量增加相冲突，消除了近期供应紧缩或超级周期的挥之不去的暗示。”
8月迄今油价已下跌6%。 布伦特原油期货目前接近每桶71美元，7月初曾触及近78美元的两年高位。
李峻 编译自 彭博社
原文如下：
IEA Cuts Oil Demand Outlook on Virus
The International Energy Agency cut forecasts for global oil demand “sharply” for the rest of this year as the resurgent pandemic hits major consumers, and predicted a new surplus in 2022.
It’s a marked reversal for the Paris-based agency, which just a month ago was urging the OPEC+ alliance to open the taps or risk a damaging spike in prices. The oil cartel heeded calls to hike supply, which is now arriving just as consumption slackens.
The analysis also jars with Wednesday’s call from the U.S. -- the IEA’s most influential member -- for the Organization of Petroleum Exporting Countries and its allies to ramp production up faster.
“The immediate boost from OPEC+ is colliding with slower demand growth and higher output from outside the alliance, stamping out lingering suggestions of a near-term supply crunch or super cycle,” the IEA said in its monthly report.
Brent futures are trading near $71 a barrel, having hit a two-year high near $78 in early July.
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