据彭博新闻社2021年6月7日伦敦报道，英国能源巨头英国石油公司（BP）首席执行官伯纳德·鲁尼说，随着美国页岩产量受到限制，BP认为全球原油需求将强劲复苏，并预计这种强劲复苏将持续一段时间。
鲁尼是在出席在俄罗斯圣彼得堡举行的国际经济论坛期间对采访他的彭博新闻社记者发表上述讲话的。鲁尼说：“有很多证据表明，需求将会强劲，而页岩似乎仍在保持自律。我认为我们目前的情况可能会持续一段时间。”
鲁尼的此番言论呼应了其他受美国和欧洲从疫情中强劲反弹鼓舞的业内高管们的看法。俄罗斯最大的石油生产商俄罗斯石油公司首席执行官谢钦上周表示，能源需求将继续增长，任何新的病毒浪潮可能会减缓这一进程，但不会阻止这种增长。
布伦特原油期货价格上周报收于每桶70美元上方，为两年多来首次。大规模疫苗接种有助于北半球一些经济体重新开放，并改善流动性和石油消费。
鲁尼说：“我相信疫苗和疫苗是有效的，我们只是需要把它们送到更多的地方让人们接种。”
自去年缩减规模以来，BP增加了其在美国页岩业务的钻机数量，但今年第一季度该地区的钻井活动仍低于新冠肺炎疫情爆发前的水平。
需求复苏
根据渣打银行最近发布的一份报告，全球石油需求复苏将在6月和7月达到最大速度，到12月可能达到每天1亿桶。
当上周被问及需求轨迹时，沙特能源大臣阿卜杜勒阿齐兹·本·萨勒曼王子说，他会相信他所看到的，他指出需求的证据必须先于供应。
到目前为止，欧佩克及其盟友仍坚持保守做法。虽然该组织上周证实了7月份增产的计划，但在有证据表明需要更多原油之前，它没有提供今年晚些时候是否会增加原油产量的指导。
李峻 编译自 彭博新闻社
原文如下：
BP Chief Sees Lasting Strong Oil Demand Recovery
Energy giant BP Plc sees a strong recovery in global crude demand and expects it to last for some time, with U.S. shale production being kept in check, according to Chief Executive Officer Bernard Looney.
“There is a lot of evidence that suggests that demand will be strong, and the shale seems to be remaining disciplined,” Looney told Bloomberg News in St. Petersburg, Russia. “I think that the situation we’re in at the moment could last like this for a while.”
Looney’s comments echo those of other industry executives encouraged by a robust rebound from the pandemic in the U.S. and Europe. Igor Sechin, CEO of Rosneft PJSC, Russia’s largest oil producer, said last week that growth in energy demand will continue, and that any new virus waves may slow the process but won’t stop it.
Brent crude closed above $70 a barrel last week for the first time in more than two years, as mass vaccinations help to reopen some economies in the Northern Hemisphere and improve mobility and oil consumption.
“I believe in vaccines and vaccines are working, we just need to get them to more places,” Looney said.
BP has added rigs to its shale business in the U.S. since scaling back last year, but its activity in the region remained below pre-pandemic levels in the first quarter of the year.
Demand Recovery
Oil’s demand recovery will be at the point of maximum velocity this month and in July, and it may reach 100 million barrels a day by December, according to a recent report from Standard Chartered Plc.
When asked last week about the demand trajectory, Saudi Energy Minister Prince Abdulaziz bin Salman said he’ll believe it when he sees it, noting that evidence of demand must precede supply.
So far, the Organization of Petroleum Exporting Countries and its allies are sticking to a conservative approach. While the group last week confirmed its plan to ramp up output in July, it didn’t provide guidance as to whether more barrels will be added later this year until there’s evidence more crude is needed.