据能源世界网9月1日伦敦/迪拜报道,欧佩克+在周三石油生产集团会议之前上调了2022年石油需求预测,由于美国施加压力要求更快提高产量以支持全球经济。
据两名欧佩克+消息人士称,该组织专家将2022年石油需求增长预测从此前的328万桶/天上调至420万桶/天。
全球石油需求在2020年因新冠疫情而减少创纪录的约900万桶/天后,OPEC+预计,2021年将增长595万桶/天。
石油输出国组织和以俄罗斯为首的盟国,即OPEC+,于周三格林威治标准时间15:00开会制定政策。
据消息人士对路透表示,尽管美国施压要求增加石油产量,但此次会议可能会延续现有政策。
然而,更高的需求预测强化了欧佩克+增产更快的理由,因为基准布伦特原油交易价格高于每桶72美元,接近多年高点。
欧佩克+联合技术委员会(JTC)周二提交了一份关于2021-2022年石油市场状况的最新报告,对需求预测进行了修订。
周二,欧佩克+消息人士称,这份尚未公开的报告预测,随着全球需求复苏,今年将出现 90 万桶/日的短缺。
据消息人士称,该报告最初预测2022年将出现每日250万桶的盈余,但由于需求强劲,这一数字后来被修正为每日160万桶的盈余。因此,在2022年5月之前,经合组织 (OECD)(主要由发达国家组成)的商业石油库存将低于2015-2019年的平均水平,而不是最初预测的2022年1月。
郝芬 译自 能源世界网
原文如下:
OPEC+ raises 2022 oil demand growth forecast
OPEC+ revised up its 2022 oil demand forecast ahead of a meeting of the oil producing group align="justify"> Two OPEC+ sources said the group's experts revised the 2022 oil demand growth forecast to 4.2 million barrels per day (bpd), up from the previous forecast of 3.28 million bpd.
OPEC+ expects global oil demand to grow by 5.95 million bpd in 2021 after a record drop of about 9 million bpd in 2020 because of the COVID-19 pandemic.
The Organization of the Petroleum Exporting Countries and allies led by Russia, a group known as OPEC+, meet align="justify"> Sources told Reuters the meeting was likely to roll over existing policies despite pressure from the United States to pump more oil.
However, the higher demand forecast strengthens the case for a speedier output increases by OPEC+ as benchmark Brent crude traded above $72 per barrel, close to multi-year highs.
The demand forecast revision came during the OPEC+ joint technical committee (JTC), which align="justify"> On Tuesday, OPEC+ sources said the report, which has not been made public, forecast a 0.9 million bpd deficit this year as global demand recovers.
The report had initially forecast a surplus of 2.5 million bpd in 2022 but this was later revised to a smaller surplus of 1.6 million bpd due to stronger demand, the sources said.
As a result, commercial oil inventories in the OECD, a group of mostly developed countries, would remain below their 2015-2019 average until May 2022 rather than the initial forecast for January 2022, the JTC presentation showed, according to the sources.

