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摘要:石油市场月报显示,2024年第一季度,世界石油需求增长160万桶/每天,比之前的预测低12万桶/每天,增长势头继续减弱。月报指出,由于经济合作与发展组织国家的消费低于预期,且工厂活动低迷,全球石油需求增长目前正处于放缓之中,预计2024年将降至120万桶/每天,2025..
石油市场月报显示,2024年第一季度,世界石油需求增长160万桶/每天,比之前的预测低12万桶/每天,增长势头继续减弱。 月报指出,由于经济合作与发展组织国家的消费低于预期,且工厂活动低迷,全球石油需求增长目前正处于放缓之中,预计2024年将降至120万桶/每天,2025年将降至110万桶/每天。 此外,由于汽车燃油效率的提高和电动汽车队伍的扩大,将导致石油需求进一步下降。 中国国际问题研究院世界经济与发展研究所副所长王瑞彬接受中央广播电视总台环球资讯广播记者采访时分析说,绿色能源的大规模应用会对传统能源市场会带来冲击,但能源结构的转换过程是复杂的,并且可能会出现反复。 普遍认为,再经过10年左右,全球对于煤炭、石油、天然气等的需求会接近峰值。但同时也要看到,能源结构的转换过程是非常复杂的。 比如,随着新能源部署的进一步铺开,会在一定情况下带来成本的上涨。在获得一定环境收益的同时,成本的快速增加,也会抑制对新能源的需求。石油等传统化石能源的优势会再次显现。 在一些极端的情形下,由于技术原因或政治因素等考虑,对于石油等传统能源的需求还会增加。 国际能源署在报告中警告称,今年以来乌克兰加大针对俄罗斯石油设施袭击的举措,可能会给全球石油产品市场带来波动。 The monthly Oil Market report shows that world oil demand grew by 1.6 million barrels per day in the first quarter of 2024, 120,000 barrels per day lower than the previous forecast, and growth momentum continues to weaken. The monthly report noted that global oil demand growth is currently in the midst of a slowdown due to lower-than-expected consumption in OECD countries and sluggish factory activity, and is expected to fall to 1.2 million barrels per day in 2024 and 1.1 million barrels per day in 2025. In addition, increased vehicle fuel efficiency and an expanding fleet of electric vehicles will lead to a further decline in oil demand. Wang Ruibin, deputy director of the Institute of World Economy and Development of the China Institute of International Studies, said in an interview with the China Media Group Global Information broadcast reporter that the large-scale application of green energy will have an impact on the traditional energy market, but the conversion process of the energy structure is complex and may occur repeatedly. It is widely believed that in another decade or so, global demand for coal, oil, natural gas and so on will approach its peak. But at the same time, we should also see that the transformation process of energy structure is very complicated. For example, with the further deployment of new energy, it will bring about an increase in costs under certain circumstances. While obtaining certain environmental benefits, the rapid increase in costs will also curb the demand for new energy. The advantages of traditional fossil fuels such as oil will once again emerge. In some extreme cases, the demand for traditional energy sources such as oil will increase due to technical or political considerations. In its report, the International Energy Agency warned that Ukraine's increased attacks on Russian oil facilities this year could create volatility in global oil product markets. |