據(jù)油價(jià)網(wǎng)5月21日消息稱(chēng)，據(jù)阿布扎比國(guó)家石油公司(ADNOC)首席執(zhí)行官Sultan Ahmed Al Jaber稱(chēng)，石油需求已經(jīng)增加到9500萬(wàn)桶/天，市場(chǎng)正在重新平衡。

ADNOC幾乎所有的石油都來(lái)自于歐佩克最大的產(chǎn)油國(guó)之一——阿聯(lián)酋。

在哥倫比亞全球能源峰會(huì)上，Al Jaber還指出，自2015-2016年油價(jià)暴跌和行業(yè)低迷以來(lái)，石油和天然氣的投資在過(guò)去五年中有所下降，公司堅(jiān)持資本紀(jì)律。

在最新的《石油市場(chǎng)月度報(bào)告》中，歐佩克預(yù)計(jì)今年第二季全球石油需求為每日9479萬(wàn)桶，此前該組織將預(yù)估較4月預(yù)估下調(diào)30萬(wàn)桶，因北美第一季需求低于預(yù)期，且新冠肺炎疫情在印度和巴西卷土重來(lái)。

然而，該組織將2021年第三季度和第四季度的石油需求預(yù)期分別提高了15萬(wàn)桶/天和29萬(wàn)桶/天。歐佩克最新報(bào)告稱(chēng)，預(yù)計(jì)第三季度需求平均為9790萬(wàn)桶/日，第四季度需求將進(jìn)一步增至9974萬(wàn)桶/日。歐佩克表示，今年下半年需求增加的原因是美國(guó)提供了積極的燃料數(shù)據(jù)，而"許多地區(qū)的疫苗接種計(jì)劃加速，讓人感到樂(lè)觀。"

總體而言，OPEC樂(lè)觀地認(rèn)為，與2020年相比，疫苗接種計(jì)劃的加速和燃料需求的上升將使2021年全球平均石油需求增加595萬(wàn)桶/天。

本周早些時(shí)候，俄羅斯副總理亞Alexander Novak表示，目前石油市場(chǎng)相當(dāng)平衡，需求略微超過(guò)供應(yīng)。

國(guó)際能源署（IEA）在5月份的報(bào)告中表示，去年過(guò)剩的石油庫(kù)存已基本耗盡，今年下半年需求的強(qiáng)勁反彈可能導(dǎo)致庫(kù)存進(jìn)一步減少。盡管2021年上半年石油需求低于預(yù)期，但仍對(duì)全球石油需求保持樂(lè)觀預(yù)測(cè)。

曹海斌 摘譯自 油價(jià)網(wǎng)

原文如下：

UAE: Oil Demand Has Already Increased To 95 Million Bpd

Oil demand has already increased to 95 million barrels per day (bpd), and the market is rebalancing, according to the chief executive of the Abu Dhabi National Oil Company (ADNOC), Sultan Ahmed Al Jaber.

ADNOC pumps nearly all the oil in one of OPEC’s largest producers, the United Arab Emirates (UAE).

Speaking at the virtual Columbia Global Energy Summit, Al Jaber also noted—as carried by Reuters—that investments in oil and gas had declined in the past five years with companies sticking to capital discipline since the previous oil price crash and industry downturn in 2015-2016.

In its latest Monthly Oil Market Report, OPEC sees global oil demand at 94.79 million bpd in the second quarter this year, after revising down estimates by 300,000 bpd compared to its April estimate, due to lower-than-expected demand in North America in the first quarter and the COVID resurgence in India and Brazil.

However, the organization raised its outlook for oil demand for both the third and fourth quarters of 2021 by 150,000 bpd and 290,000 bpd, respectively. Third-quarter demand is expected to average 97.90 million bpd, and fourth-quarter demand is set to further rise to 99.74 million bpd, OPEC’s latest report said. The higher anticipated demand in the second half of this year is the result of positive fuel data from the United States, while “the acceleration in vaccination programs in many regions allows for optimism,” OPEC said.

As a whole, OPEC is optimistic that accelerating vaccination programs and rising fuel demand will raise average global oil demand by 5.95 million bpd in 2021 compared to 2020.

Earlier this week, Russia’s Deputy Prime Minister Alexander Novak said that the oil market is fairly balanced at present, with demand slightly exceeding supply.

The excess oil inventories of the past year have been all but depleted, and a strong demand rebound in the second half this year could lead to even steeper stock draws, the International Energy Agency (IEA) said in its report for May, keeping an upbeat forecast of global oil demand despite the weaker-than-expected first half of 2021.

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