中國石化新聞網訊 據1月4日Share Cafe消息:根據貝克·休斯數據,本周美國能源公司增加了3座石油和天然氣鑽井平臺,成為自2017年第二季度以來增加鑽井數量的最佳季度。
石油輸出國組織(歐佩克)和包括俄羅斯在內的盟友定於1月4日召開會議,計劃在明年1月將石油日產量提高50萬桶。
儘管今年年底全球油價達到每桶約51美元,接近2015-2017年的平均水平,這掩蓋了一年的市場動蕩。 4月,由於疫情以及石油巨頭沙烏地阿拉伯和俄羅斯之間的價格戰,美國原油暴跌至負數區域,布倫特原油價格跌破每桶20美元。
由於大流行摧毀了世界各地的燃料需求,因此2020年剩餘時間已從下降中恢復過來。儘管短期內美國石油期貨跌破每桶-40美元不大可能在2021年重演,但新的封鎖和分階段推出治療病毒的疫苗將抑制明年甚至更長時間的需求。
即使在疫情爆發後,未來幾年化石燃料需求仍可能疲軟,因為各國都在尋求限制排放以減緩氣候變化。英國石油和道達爾等主要石油公司發布的預測包括了全球石油需求可能在2019年見頂的情景。
美國能源信息署(EIA)表示,世界石油和液體燃料的產量從2019年的10061萬桶/天下降到2020年的9425萬桶/天,預計明年產量僅恢復到9742萬桶/天。
隨著冠狀病毒病例的傳播,政府實施了封鎖,讓居民呆在室內,遠離道路。EIA稱,今年全球原油和液體燃料消費量降至9240萬桶/天,比2019年的1.012億桶/天下降9%。
不斷變化的格局對煉油廠構成了威脅。摩根史坦利稱,大約有150萬桶/天的處理能力已經退出市場。
馮娟 摘譯自 Share Cafe
原文如下:
Oil output set to jump in January
U.S. energy firms this week added 3 oil and natural gas rigs to the best quarter for boosting the rig count since the second quarter of 2017, according to data from Baker Hughes.
A Jan. 4 meeting of the Organization of the Petroleum Exporting Countries (OPEC) and allies including Russia, a group known as OPEC+, is set to boost output by 500,000 barrels per day (bpd) in January.
Even as global prices end the year at about $51 a barrel, near the average for 2015-2017, it masks a year of volatility. In April, U.S. crude plunged deep into negative territory and Brent dropped below $20 per barrel, slammed by the COVID-19 pandemic and a price war between oil giants Saudi Arabia and Russia.
The remainder of 2020 was spent recovering from that drop as the pandemic destroyed fuel demand around the world. While the short-lived decline of U.S. oil futures below negative-$40 a barrel is not likely to be repeated in 2021, new lockdowns and a phased rollout of vaccines to treat the virus will restrain demand next year, and perhaps beyond.
Fossil-fuel demand in coming years could remain softer even after the pandemic as countries seek to limit emissions to slow climate change. Major oil companies, such as BP Plc and Total SE, published forecasts that include scenarios where global oil demand may have peaked in 2019.
World oil and liquid fuels production fell in 2020 to 94.25 million barrels per day (bpd) from 100.61 million bpd in 2019, and output is expected to recover only to 97.42 million bpd next year, the Energy Information Administration said.
As coronavirus cases spread, governments imposed lockdowns, keeping residents indoors and off the roads. Consumption of world crude and liquid fuels fell to 92.4 million bpd for the year, a 9% drop from 101.2 million bpd in 2019, EIA said.
The changing landscape poses a threat to refiners. About 1.5 million bpd of processing capacity has been taken off the market, Morgan Stanley said.