中国石化新闻网讯 据油价网2022年12月29日消息称，对冲基金交易员皮埃尔·安杜兰告诉彭博社，如果全球能够完全摆脱疫情限制，未来一年全球石油需求可能会飙升4%。安杜兰在推特上说，2023年石油需求可能会增加300万到400万桶/天，这得益于需求从天然气转向石油。
安杜兰表示，电动汽车行业的快速增长可能会限制石油需求，他表示，电动汽车每天可能取代多达60万桶石油。
Ninepoint Partners LP合伙人兼高级投资组合经理埃里克·纳托尔告诉《金融邮报》，2023年油价将回到每桶100美元。据分析师称，今年导致油价上涨时间缩短的许多不利因素，包括社交开放政策和几个政府协调发布的战略石油储备，在2023年将不再存在。再加上对石油和天然气的制裁，这应该会推高油价。他还预测，由于石油和天然气库存的高需求，能源板块的表现将继续优于其他市场板块。
曹海斌 摘译自 油价网
原文如下：
Andurand: Global Oil Demand Could Surge In 2023
Global oil demand could soar as much as 4% in the coming year if the world manages to fully emerge from Covid restrictions, hedge fund trader Pierre Andurand has told Bloomberg. Andurand says in a tweet that oil demand may increase by 3 million to 4 million barrels a day in 2023 helped by a switch to oil from gas.
Andurand says oil demand will likely be limited by the rapid growth of the EV sector with the analyst saying electric vehicles could be displacing as much as 600,000 barrels of oil per day.
Eric Nuttall, partner and senior portfolio manager at Ninepoint Partners LP, has told the Financial Post that oil prices will return to $100 per barrel in 2023. According to the analysts, many of the headwinds that have cut short the oil price rally this year, including new social policy and the coordinated SPR releases by several governments, will no longer be there in 2023. Coupled with sanctions on oil and gas, this should elevate oil prices. He has also predicted that the energy sector will continue to outperform other market sectors due to high demand in oil and gas stocks.
