據(jù)美國(guó)油價(jià)網(wǎng)2022年6月15日?qǐng)?bào)道,國(guó)際能源署周三表示,由于全球需求增長(zhǎng)不均衡和煉油能力有限,燃料市場(chǎng),尤其是柴油和煤油市場(chǎng)可能繼續(xù)非常緊張。
IEA在6月份的《石油市場(chǎng)報(bào)告》中說,在美國(guó)、歐洲和亞洲煉油廠的維護(hù)季節(jié)結(jié)束后,由于夏季旅游旺季需求強(qiáng)勁,煉油活動(dòng)將全面穩(wěn)步復(fù)蘇。
今年和明年全球煉油產(chǎn)能也將增加,但不會(huì)完全抵消疫情開始以來(lái)關(guān)閉的產(chǎn)能。
IEA在其對(duì)2023年石油市場(chǎng)的首次展望中表示,今年全球煉油產(chǎn)能預(yù)計(jì)將日增100萬(wàn)桶,2023年將再日增160萬(wàn)桶,但由于各地區(qū)復(fù)蘇步伐不均衡,石油產(chǎn)品市場(chǎng)仍將緊張。
從今年5月到8月,煉油廠日產(chǎn)量將增加350萬(wàn)桶,今年平均日產(chǎn)量將增加230萬(wàn)桶。IEA補(bǔ)充稱,由于非洲、中東和亞洲新建煉油廠,預(yù)計(jì)2023年煉油廠日產(chǎn)量將再增加190萬(wàn)桶。
“然而,由于需求增長(zhǎng)的不平衡和煉油系統(tǒng)的限制,個(gè)別產(chǎn)品的短缺很可能會(huì)持續(xù)。柴油和煤油供應(yīng)仍然是特別值得關(guān)注的問題?!?nbsp;
IEA估計(jì),更高的煉油量不會(huì)導(dǎo)致燃料市場(chǎng)的平衡。就在6月15日,美國(guó)總統(tǒng)拜登致信石油公司,要求它們生產(chǎn)更多的汽油,為美國(guó)消費(fèi)者降低汽油價(jià)格。
李峻 編譯自 美國(guó)油價(jià)網(wǎng)
原文如下:
IEA: Fuel Crunch To Persist Despite Solid Refining Recovery
Fuel markets, especially those of diesel and kerosene, may continue to be very tight amid uneven global demand growth rates and limits in the refining capacity, the International Energy Agency (IEA) said on Wednesday.
After the maintenance season at refineries across the U.S., Europe, and Asia ends, refining activity is set for a solid recovery across the board as demand is robust with the summer travel season, the IEA said in its Oil Market Report for June.
Refining capacity globally is also set to increase this year and next, but not fully offsetting the capacity that has been shut down since the start of the pandemic.
Global refining capacity is expected to rise by 1 million barrels per day (bpd) in 2022 and another 1.6 million bpd in 2023, but product markets will remain tight amid uneven paces of recovery in various regions, the IEA said in its first outlook for the oil market in 2023.
Refinery runs will jump by 3.5 million bpd from May through August 2022, and by 2.3 million bpd for this year on average. Another 1.9 million bpd increase in refinery runs is forecast for 2023, thanks to new refinery start-ups in Africa, the Middle East, and Asia, the IEA added.
“However, shortages in individual products may well persist due to uneven rates of demand growth and limits in the refining system. Diesel and kerosene supplies remain of particular concern,” the agency said.
The IEA’s estimate that higher refinery runs will not lead to a balance on the fuel markets comes on the day on which U.S. President Joe Biden told oil companies in a letter to produce more gasoline and lower gasoline bills for American consumers.
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