|2020-04-20 来源： 中国石化新闻网|
中国石化新闻网讯 据油气新闻网站4月16日消息 国际能源署（IEA）表示，预计到2020年，全球石油需求将同比下降930万桶/日，创下历史新低。预计4月份的需求将比去年同期减少2900万桶/日，降至1995年的水平。
需求和供应的双重冲击导致3月份石油期货价格下跌40%。布伦特原油价格已从18年低点小幅回升，因生产商达成了减产协议，目前交易价为31美元/桶。需求疲弱推高WTI Midland和West Canadian Select等原油价格跌破10美元/桶。由于采取了遏制措施，汽油和喷气燃料的需求继续受到影响。
王磊 摘译自 油气新闻
Global oil demand set to hit 25-year low in April: IEA
Global oil demand is expected to fall by a record 9.3 million barrels per day (mb/d) year-on-year in 2020, said the International Energy Agency (IEA), adding that demand in April is estimated to be 29 mb/d lower than a year ago, down to a level last seen in 1995.
The impact of coronavirus containment measures in 187 countries and territories has been to bring mobility almost to a halt. For the second quarter of 2020 (2Q20), demand is expected to be 23.1 mb/d below year-ago levels. The recovery in 2H20 will be gradual; in December demand will still be down 2.7 mb/d y-o-y, the IEA said in its latest Oil Market Report (OMR).
Global oil supply is set to plunge by a record 12 mb/d in May, after OPEC+ forged a historic output deal to cut production by 9.7 mb/d from an agreed baseline level. As April production was high, the effective cut is 10.7 mb/d.
Additional reductions are set to come from other countries with the US and Canada seeing the largest declines. Total non-OPEC output falls could reach 5.2 mb/d in 4Q20, and for the year as a whole output may be 2.3 mb/d lower than last year.
Refining throughput in 2020 is forecast to fall 7.6 mb/d y-o-y to 74.3 mb/d on sharply reduced demand for fuels. Global refinery intake is expected to plummet by 16 mb/d y-o-y in 2Q20, with widespread run cuts and shutdowns in all regions. Although refinery runs are falling, product stocks are still expected to build by 6 mb/d. In 2H20, refining activity will slowly recover as the global market moves into deficit.
Early data show US stocks increased by 0.5 mb/d. OECD data show that industry stocks in February fell by 35.4 mb to 2 878 mb as a draw for products more than offset a build in crude. Total OECD oil stocks stood 42.4 mb below the five-year average and, due to the weak outlook, now provide 79.2 days of forward demand coverage. In March, floating storage of crude oil increased by 22.9 mb (0.7 mb/d) to 103.1 mb.
Twin demand and supply shocks caused oil futures prices to fall by 40 per cent in March. Brent has recovered modestly from an 18-year low as producers reached agreement to curtail output and is trading at $31/bbl. Weak demand pushed prices for crude grades such as WTI Midland and West Canadian Select below $10/bbl. Cracks for gasoline and jet fuel continued to suffer as containment measures were introduced.
Low prices threaten the stability of an industry that will remain central to the functioning of the global economy. Even with demand falling by a record amount this year, oil companies still face the challenges of investing to offset natural production declines and to meet future growth, the report said.
Global capital expenditure by exploration and production companies in 2020 is forecast to drop by about 32 per cent versus 2019 to $335 billion, the lowest level for 13 years. This reduction of financial resources also undermines the ability of the oil industry to develop some of the technologies needed for clean energy transitions around the world.