据油价网3月21日消息称，Energy Aspects研究主管Amrita Sen周二在英国《金融时报》大宗商品全球峰会(FT Commodities Global Summit)上表示，随着航空燃油需求推动消费反弹，今年下半年石油市场将吃紧。
Sen在峰会上说，重新开放后，亚洲需求在很大程度上是由消费驱动的，汽油和航空燃料的需求将会反弹。
“这就是为什么我对下半年的数据非常有信心，我们将看到一些非常强劲的汽油和飞机(需求)。”这位能源分析师指出。
“航空燃油将成为今年的大新闻。”Sen补充道。
Energy Aspects的研究主管说，只要需求市场继续重新开放，对下半年全球石油需求强劲的预期就不会改变。
国际能源署(IEA)上周在其月度报告中表示，石油市场将从2023年上半年的供应过剩转向今年下半年的供应不足，原因是亚洲经济反弹将推动全球石油需求升至创纪录高位。
国际能源署(IEA)在其《石油市场报告》中表示，今年全球石油需求增长将急剧加速，从第一季度估计的每天增加71万桶增长到2023年第四季度的日增260万桶。在2023年第一季度至2023年第四季度期间，全球石油需求将激增320万桶/天，使今年的平均增长达到200万桶/天。
国际能源署表示：“航空运输的反弹和亚洲压抑需求的释放主导了复苏。”
曹海斌 摘译自 油价网
原文如下：
Jet Fuel Is Set To Be A Major Driver Of Oil Demand This Year
The oil market will tighten in the second half of this year, with jet fuel demand driving a rebound in consumption, Amrita Sen, Director of Research at Energy Aspects, said at the FT Commodities Global Summit on Tuesday.
Demand in Asia is very consumer-driven after the reopening, Sen said at the summit, adding that gasoline and jet fuel demand are set to rebound.
“That’s why I am very confident of the second-half numbers, we are going to see some really strong gasoline and jet [demand],” the energy analyst note.
“Jet is going to be the big story this year,” Sen added.
As long as the market continues to reopen, expectations of a second half with strong global oil demand remain intact, Energy Aspects’ director of research said.
The oil market is set to swing from a supply overhang in the first half of 2023 to a deficit in the latter part of the year as the economic rebound in Asia will push global oil demand to a record high, the International Energy Agency (IEA) said last week in its monthly report.
World oil demand growth is set for a sharp acceleration over the course of this year, from an estimated increase of 710,000 barrels per day (bpd) in the first quarter to a jump of 2.6 million bpd in the fourth quarter of 2023, the IEA said in its Oil Market Report. Between Q1 2023 and Q4 2023, global oil demand is set to surge by 3.2 million bpd, taking average growth for the year to 2 million bpd.
“Rebounding air traffic and the release of pent-up Asian demand dominate the recovery,” the IEA said.
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