據美國彭博新聞社2021年7月16日倫敦報道,石油輸出國組織(歐佩克)預測今明兩年全球原油需求將逐步復蘇,因為該組織即將達成一項協議,以恢復自新冠肺炎疫情大流行以來仍然關閉的原油生產。
對歐佩克原油供應的需求將繼續攀升,將仍然遠高于歐佩克目前的產出,到2022年下半年前將超過新冠肺炎疫情爆發前的水平。 但歐佩克表示,歐佩克在第一季度經歷了一段停滯期,這可能導致全球市場恢復供應過剩。
歐佩克在其最新一期月度報告中表示:“展望2022年,風險和不確定性突出,需要仔細監測,以確保從疫情中恢復。”這份報告首次包含了對明年的詳細估計。
這種喜憂參半的前景符合歐佩克及其盟友的計劃,即逐步恢復他們仍在停產的大量原油產量,從本月到年底每月恢復40萬桶/天的產量。 在這個增產路線圖獲得批準之前,歐佩克必須首先解決阿聯酋和沙特阿拉伯之間的爭端。
阿聯酋和沙特阿拉伯在解決阿聯酋稱這是不公平的低產量限制方面取得了進展。 如果他們能克服痛苦的僵局,歐佩克+聯盟就能繼續重新啟動備用原油產能。
李峻 編譯自 彭博新聞社
原文如下:
OPEC forecasts pre-pandemic oil demand will return in 2022
OPEC forecast a gradual recovery in demand for its crude this year and next, as the group closes in on a deal to revive the production still shuttered since the pandemic.
The need for supplies from the Organization of Petroleum Exporting Countries will continue to climb, remaining well above the group’s current output and exceeding pre-virus levels by the second half of 2022. But it will go through a lull in the first quarter that could see the global market return to surplus, the group indicated.
“Looking ahead to 2022, risks and uncertainties loom large and require careful monitoring to ensure the recovery from the Covid-19 pandemic,” OPEC said in its monthly report, which contained the first detailed estimates for next year.
The mixed outlook fits with plans by OPEC and its allies -- yet to be ratified -- to gently restore the vast amounts of production they still have offline in monthly tranches of 400,000 barrels a day. Before that road map can be approved, the group must first resolve a spat between the United Arab Emirates and Saudi Arabia.
The two countries have made progress in resolving a dispute over what the UAE says is an unfairly low output limit. If they can overcome the bitter impasse, the coalition can proceed with restarting the idled barrels.
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