据世界石油11月2日消息称，据英国石油公司称，随着世界各国领导人讨论应对气候变化的斗争，全球石油需求已反弹至疫情之前每天 1 亿桶的关键水平以上。
根据高盛集团的数据，结果是全球每天供应短缺约 250 万桶。
曹海斌 摘译自 世界石油
BP says global oil demand has passed 100 million barrels per day
As world leaders discuss the fight against climate change, global oil demand has bounced back above the key level of 100 million barrels a day last seen before the Covid-19 pandemic, according to BP Plc.
Fossil fuel consumption is recovering despite growing urgency in the effort to curb emissions of greenhouse gases. The resurgence is pushing prices to multiyear highs and threatening the world’s economic recovery due to significant constraints in energy supplies.
That’s been a boon for BP and its peers, which have just reported big jumps in profit, but has prompted calls from major consumers for the OPEC+ cartel to open the taps.
“Somewhere next year we will above pre-Covid levels,” BP Chief Financial Officer Murray Auchincloss said align="justify"> The surge back to 100 million barrels a day has happened despite the fact that air travel has yet to fully recover from the the pandemic. It underscores how demand for diesel and petrochemicals has driven oil consumption over the last past two years.
The last time consumption was this high, U.S. shale drillers were pumping flat out and the Organization of Petroleum Exporting Countries and its allies were holding align="justify"> The situation is very different today. U.S. oil output is about 1.7 million below pre-Covid levels as shale firms focus align="justify"> The result is a global supply deficit of about 2.5 million barrels a day, according to Goldman Sachs Group Inc.
“Winter seasonality and the recovery in international jet demand” mean consumption will reach record highs early next year, Damien Courvalin, an oil analyst at Goldman Sachs, said in a note.