据彭博新闻社2021年8月12日报道,由于疫情复苏冲击了主要消费国,国际能源署(IEA)“大幅”下调了今年剩余时间的全球石油需求预期,并预计2022年将出现新的石油需求过剩。
对于总部位于巴黎的IEA来说,这是一个明显的逆转。就在一个月前,该机构还敦促欧佩克+联盟打开阀门增加供应,否则全球将面临油价破坏性飙升的风险。 这个石油卡特尔注意到了增加石油供应的呼声,而现在正是消费放缓之际。
IEA的分析也与美国周三呼吁欧佩克及其盟友加快增产的呼声不一致。美国是IEA最具影响力的成员国。
IEA在其月度报告中表示:“来自欧佩克+的直接增产与联盟外需求增长放缓和产量增加相冲突,消除了近期供应紧缩或超级周期的挥之不去的暗示。”
8月迄今油价已下跌6%。 布伦特原油期货目前接近每桶71美元,7月初曾触及近78美元的两年高位。
李峻 编译自 彭博社
原文如下:
IEA Cuts Oil Demand Outlook align="justify"> The International Energy Agency cut forecasts for global oil demand “sharply” for the rest of this year as the resurgent pandemic hits major consumers, and predicted a new surplus in 2022.
It’s a marked reversal for the Paris-based agency, which just a month ago was urging the OPEC+ alliance to open the taps or risk a damaging spike in prices. The oil cartel heeded calls to hike supply, which is now arriving just as consumption slackens.
The analysis also jars with Wednesday’s call from the U.S. -- the IEA’s most influential member -- for the Organization of Petroleum Exporting Countries and its allies to ramp production up faster.
“The immediate boost from OPEC+ is colliding with slower demand growth and higher output from outside the alliance, stamping out lingering suggestions of a near-term supply crunch or super cycle,” the IEA said in its monthly report.
Brent futures are trading near $71 a barrel, having hit a two-year high near $78 in early July.





