據油價網2021年6月14日報道，國際能源署(IEA)在其最新月度石油市場報告中稱，全球石油需求將回升至新冠肺炎疫情大流行前水平，并在明年年底前超過此水平，達到1.006億桶/天。
然而，這只有在“沒有進一步的政策變化”的情況下才會發生。
IEA稱，今年全球石油日需求將增加大約540萬桶，明年將放緩至310萬桶。
IEA稱，石油供應也將增加，明年非歐佩克產油量將在美國的推動下日增160萬桶。預計明年美國石油日產量將增加90萬桶。
IEA表示：“這為歐佩克+留出了空間，在2021年7月至2022年3月的目標基礎上，將原油日產量提高140萬桶，以滿足全球需求增長。”
IEA指出，這對卡特爾應該不是問題。即使歐佩克根據生產控制協議從下月開始將產量提高200萬桶/天，其成員國仍將有690萬桶/天的備用產能。
今年早些時候，IEA發現，全球石油需求用了一年多的時間才回升到大流行前的水平。但6月早些時候，IEA署長法提赫·比羅爾告訴彭博社，全球石油需求復蘇的速度快于此前的預期。因此，除非歐佩克+在7月前恢復每日200萬桶原油供應的基礎上，再向市場供應更多原油，否則油價將隨著缺口的擴大而走高。
與此同時，IEA在其月度報告中指出，這一預測為其在5月份發布的2050年前凈零排放路線圖中概述的目標提出了挑戰。
IEA指出，全球石油需求似乎將繼續上升，這突顯出要實現既定目標，需要付出巨大努力。
李峻 編譯自 油價網
原文如下；
IEA Sees Oil Demand Hitting 100.6 Million Bpd By End-2022
Global crude oil demand will rebound to pre-pandemic levels and exceed them, clocking in at 100.6 million barrels daily by the end of next year, the International Energy Agency said in its latest monthly Oil Market Report.
This, however, will only happen “in the absence of further policy changes.”
This year, demand will grow by some 5.4 million bpd, the agency said, which next year will slow down to 3.1 million bpd.
Supply will also increase, the IEA said, with non-OPEC production growing by 1.6 million bpd next year, driven by the United States. U.S. oil production is expected to rise by over 900,000 bpd next year.
“That leaves room for OPEC+ to boost crude oil production by 1.4 mb/d above its July 2021-March 2022 target to meet demand growth,” the IEA said.
This should not be a problem for the cartel, the authority noted. Even after the group boosts output by 2 million bpd starting next month per its production control agreement, it would still leave members with a combined spare capacity of 6.9 million bpd.
The IEA earlier this year saw oil demand taking longer than a year to rebound to pre-pandemic levels. But earlier this month, its executive director Fatih Birol told Bloomberg that demand was recovering faster than previously expected. So unless OPEC+ puts additional barrels on the market on top of the plans to restore 2 million barrels per day by July, oil prices will head higher as the gap widens.
At the same time, the IEA noted in its monthly report that this forecast presents a challenge for the goals it outlined in its Net Zero by 2050 roadmap, released in May.
The agency said. “in the meantime, oil demand looks set to continue to rise, underlining the enormous effort required to get on track to reach stated ambitions.”
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