据油价网2021年9月10日报道，两名欧佩克+消息人士9月10日对路透社表示，考虑到德尔塔变异毒株感染数增加的不确定性，欧佩克可能下调其对2022年全球石油需求的预测。
消息人士称，欧佩克计划在9月13日发布备受关注的月度石油市场报告(MOMR)，在前两份MOMR报告中保持需求展望不变后，欧佩克可能在9月份MEMR中下调其对明年全球石油需求的预期。
一位欧佩克+消息人士对路透社表示，“欧佩克可能会在即将发布的月度报告中再次审查这些数据。”
欧佩克在8月份的MOMR中说，今年全球石油需求预计平均为9660万桶/天，明年下半年预计将年超过1亿桶/天。
欧佩克在8月份的MOMR中表示，明年全球石油需求将平均为9990万桶/天，并在2022年下半年超过1亿桶/天。 欧佩克表示，这将归功于预计将提高经济增长的大规模刺激计划，以及对疫情大流行将得到控制的预期，以及得益于疫苗接种计划和改善治疗。
就在9月1日的欧佩克+会议之前，欧佩克产油国和以俄罗斯为首的非欧佩克产油国的更广泛联盟估计，今年全球石油市场将变得越来越紧张，但明年将恢复盈余。
目前，欧佩克对全球石油需求的看法比国际能源署(IEA)更为乐观。 IEA在8月份的月度报告中警告称，亚洲为对抗德尔塔毒株实施的新的出行限制，将减缓今年下半年的全球石油需求增长，不过IEA对全球今年全年石油需求增长的预期基本保持不变。
IEA表示，今年全球石油市场供应不足将转变为过剩。
IEA在8月份曾表示：“但如果欧佩克+继续取消减产，而不参与协议的产油国为应对油价上涨而增加产量，石油供应规模可能在2022年恢复盈余。”
李峻 编译自 油价网
原文如下：
OPEC May Cut 2022 Oil Demand Forecast
OPEC could revise down its forecasts for global oil demand in 2022, in view of the increased uncertainty with the Delta variant, two OPEC+ sources told Reuters align="justify"> OPEC is scheduled to release its closely-watched Monthly Oil Market Report (MOMR) align="justify"> “OPEC may review the figures again for the upcoming monthly report,” align="justify"> In its MOMR in August, OPEC said that global oil demand was expected to average 96.6 million barrels per day (bpd) this year and exceed 100 million bpd in the second half of 2022, keeping its estimates from July unchanged despite the COVID resurgence in major economies, including China and the United States.
Next year, global oil demand is set to average 99.9 million bpd, and to exceed 100 million bpd in the second half of 2022, OPEC said in the August MOMR.
Just ahead of the September 1 OPEC+ meeting, the broader alliance of OPEC and non-OPEC producers led by Russia was said to have estimated that the oil market would become increasingly tight this year, but return to a surplus next year.
Currently, OPEC has a more optimistic view align="justify"> The oil market deficit of this year would turn into surplus, the IEA said.
“But the scale could tilt back to surplus in 2022 if OPEC+ continues to undo its cuts and producers not taking part in the deal ramp up in response to higher prices,” the IEA said last month.
