据管道&天然气杂志网12月14日伦敦路透社报道,欧佩克周一表示,由于新冠疫情的持续影响,全球石油需求在2021年的反弹速度将比此前预期的要慢,这阻碍了该组织及其盟友支撑市场的努力。
欧佩克在一份月度报告中称,明年的需求将增加590万桶/天,至9589万桶/天。这一增长预期比一个月前的预期低了35万桶/天。
需求复苏疲软的前景已经促使欧佩克及其盟国被称作欧佩克+组织放慢了原定于2021年提高石油产量的步伐。欧佩克+小组将于周三召开会议,对市场进行评估。
尽管主要欧洲国家仍处于封锁模式,但人们寄希望于疫苗的推出将提振需求,因此油价已上涨至每桶50美元以上,为3月份以来的最高水平。 德国将从周三开始实施更严格的措施。
欧佩克表示,尽管预计第四季度经济增长将因重新实施封锁而放缓,而且其中一些措施可能会延长到2021年,但疫苗开发已改善了经济前景。
欧佩克在一份报告中表示,尽管2021年的预测仍为4.4%,但最近有关主要经济体的疫苗接种计划快于预期的积极消息,为明年的增长预测提供了潜在的上升空间。
该组织已将2021年的需求增长预期从7月最初的每日700万桶下调。欧佩克在报告中也将今年历史性的石油消耗收缩维持在977万桶/天的预期不变。
据该报告显示,尽管欧佩克继续坚决遵守今年因疫情造成的供不应求的供应限制,但产量也继续增长,这是欧佩克+面临的另一个不利因素。
该组织预计,明年对其原油的需求将比预期低20万桶/天,至2720万桶/天。这仍将使欧佩克2021年的平均产量更高。
郝芬 译自 管道&天然气杂志网
原文如下:
OPEC Cuts 2021 Oil Demand Outlook Again as Pandemic Impact Lingers
Global oil demand will rebound more slowly in 2021 than previously thought because of the lingering impact of the coronavirus pandemic, OPEC said Demand will rise by 5.90 MMbpd next year to 95.89 MMbpd, the Organization of the Petroleum Exporting Countries said in a monthly report. The growth forecast is 350,000 bpd less than expected a month ago.
The prospect of a weaker demand recovery has already prompted OPEC and its allies, a group known as OPEC+, to slow the pace of its scheduled oil-output boost in 2021. An OPEC+ panel gathers Oil has rallied above $50 a barrel, its highest since March, supported by hopes that a rollout of vaccines will lift demand, despite major European countries remaining in lockdown mode. Germany is imposing stricter measures from Wednesday.
OPEC said that, while fourth-quarter growth was forecast to slow as lockdowns are re-implemented and it was possible some of these measures may be extended into 2021, vaccine developments had brightened the economic outlook.
"While the 2021 forecast remains at 4.4%, recent positive news about faster-than-anticipated vaccination programs in major economies provides potential upside for next year's growth forecast," OPEC said in the report.
The group has lowered its 2021 demand growth forecast from an initial 7 MMbpd in July. OPEC also in the report left its estimate of this year's historic contraction in oil use steady at 9.77 MMbpd.
The report showed rising output too, another headwind for OPEC+, despite continued strong OPEC compliance with pledged supply curbs made this year as the pandemic hit demand.
The group forecast demand for its crude will be 200,000 bpd lower than expected next year at 27.2 MMbpd. That would still allow for higher average OPEC production in 2021.