據(jù)油價(jià)網(wǎng)3月21日消息稱，Energy Aspects研究主管Amrita Sen周二在英國(guó)《金融時(shí)報(bào)》大宗商品全球峰會(huì)(FT Commodities Global Summit)上表示，隨著航空燃油需求推動(dòng)消費(fèi)反彈，今年下半年石油市場(chǎng)將吃緊。

Sen在峰會(huì)上說(shuō)，重新開(kāi)放后，亞洲需求在很大程度上是由消費(fèi)驅(qū)動(dòng)的，汽油和航空燃料的需求將會(huì)反彈。

“這就是為什么我對(duì)下半年的數(shù)據(jù)非常有信心，我們將看到一些非常強(qiáng)勁的汽油和飛機(jī)(需求)。”這位能源分析師指出。

“航空燃油將成為今年的大新聞。”Sen補(bǔ)充道。

Energy Aspects的研究主管說(shuō)，只要需求市場(chǎng)繼續(xù)重新開(kāi)放，對(duì)下半年全球石油需求強(qiáng)勁的預(yù)期就不會(huì)改變。

國(guó)際能源署(IEA)上周在其月度報(bào)告中表示，石油市場(chǎng)將從2023年上半年的供應(yīng)過(guò)剩轉(zhuǎn)向今年下半年的供應(yīng)不足，原因是亞洲經(jīng)濟(jì)反彈將推動(dòng)全球石油需求升至創(chuàng)紀(jì)錄高位。

國(guó)際能源署(IEA)在其《石油市場(chǎng)報(bào)告》中表示，今年全球石油需求增長(zhǎng)將急劇加速，從第一季度估計(jì)的每天增加71萬(wàn)桶增長(zhǎng)到2023年第四季度的日增260萬(wàn)桶。在2023年第一季度至2023年第四季度期間，全球石油需求將激增320萬(wàn)桶/天，使今年的平均增長(zhǎng)達(dá)到200萬(wàn)桶/天。

國(guó)際能源署表示：“航空運(yùn)輸?shù)姆磸椇蛠喼迚阂中枨蟮尼尫胖鲗?dǎo)了復(fù)蘇。”

曹海斌 摘譯自 油價(jià)網(wǎng)

原文如下：

Jet Fuel Is Set To Be A Major Driver Of Oil Demand This Year

The oil market will tighten in the second half of this year, with jet fuel demand driving a rebound in consumption, Amrita Sen, Director of Research at Energy Aspects, said at the FT Commodities Global Summit on Tuesday. 

Demand in Asia is very consumer-driven after the reopening, Sen said at the summit, adding that gasoline and jet fuel demand are set to rebound.

“That’s why I am very confident of the second-half numbers, we are going to see some really strong gasoline and jet [demand],” the energy analyst note.

“Jet is going to be the big story this year,” Sen added.

As long as the market continues to reopen, expectations of a second half with strong global oil demand remain intact, Energy Aspects’ director of research said.

The oil market is set to swing from a supply overhang in the first half of 2023 to a deficit in the latter part of the year as the economic rebound in Asia will push global oil demand to a record high, the International Energy Agency (IEA) said last week in its monthly report.

World oil demand growth is set for a sharp acceleration over the course of this year, from an estimated increase of 710,000 barrels per day (bpd) in the first quarter to a jump of 2.6 million bpd in the fourth quarter of 2023, the IEA said in its Oil Market Report. Between Q1 2023 and Q4 2023, global oil demand is set to surge by 3.2 million bpd, taking average growth for the year to 2 million bpd.

“Rebounding air traffic and the release of pent-up Asian demand dominate the recovery,” the IEA said.