据世界石油11月2日消息称，据英国石油公司称，随着世界各国领导人讨论应对气候变化的斗争，全球石油需求已反弹至疫情之前每天 1 亿桶的关键水平以上。
尽管遏制温室气体排放的努力日益紧迫，但化石燃料的消耗正在恢复。由于能源供应受到严重限制，油价的回升正将油价推至多年来的高点，并威胁到世界经济的复苏。
这对 bp及其同行来说是一个福音，它们刚刚报告利润大幅增长，但促使主要消费者呼吁欧佩克+打开油阀开关。
bp首席财务官Murray Auchincloss在周二的电话会议上说：“明年某个时候我们将超过疫情之前的水平。欧佩克+在平衡管理方面做得很好，因此我们对油价保持建设性态度。”
尽管航空旅行还没有完全从疫情中恢复过来，但石油产量仍飙升至每天1亿桶。这凸显出，过去两年，柴油和石化产品的需求推动了石油消费。
上一次消费量如此之高时，美国页岩钻探公司正在全力开采，而欧佩克及其盟国仅持有适度的产能储备。
今天的情况大不相同。美国的石油产量比疫情前的水平低了170万桶左右，因为页岩企业专注于提高投资者的回报，而不是追求增长。欧佩克+正在恢复在疫情期间闲置的供应，但速度对于许多主要能源消费国来说太慢了。
根据高盛集团的数据，结果是全球每天供应短缺约 250 万桶。
高盛的石油分析师Damien Courvalin在一份报告中表示：“冬季季节性和国际飞机需求的复苏”意味着消费量将在明年初创下历史新高。
曹海斌 摘译自 世界石油
原文如下：
BP says global oil demand has passed 100 million barrels per day
As world leaders discuss the fight against climate change, global oil demand has bounced back above the key level of 100 million barrels a day last seen before the Covid-19 pandemic, according to BP Plc.
Fossil fuel consumption is recovering despite growing urgency in the effort to curb emissions of greenhouse gases. The resurgence is pushing prices to multiyear highs and threatening the world’s economic recovery due to significant constraints in energy supplies.
That’s been a boon for BP and its peers, which have just reported big jumps in profit, but has prompted calls from major consumers for the OPEC+ cartel to open the taps.
“Somewhere next year we will above pre-Covid levels,” BP Chief Financial Officer Murray Auchincloss said align="justify"> The surge back to 100 million barrels a day has happened despite the fact that air travel has yet to fully recover from the the pandemic. It underscores how demand for diesel and petrochemicals has driven oil consumption over the last past two years.
The last time consumption was this high, U.S. shale drillers were pumping flat out and the Organization of Petroleum Exporting Countries and its allies were holding align="justify"> The situation is very different today. U.S. oil output is about 1.7 million below pre-Covid levels as shale firms focus align="justify"> The result is a global supply deficit of about 2.5 million barrels a day, according to Goldman Sachs Group Inc.
“Winter seasonality and the recovery in international jet demand” mean consumption will reach record highs early next year, Damien Courvalin, an oil analyst at Goldman Sachs, said in a note.