???? 據海灣時報網站2月15日消息 數月后,美國的石油需求終于開始擺脫新冠病毒大流行的困擾,此前亞洲是全球市場上唯一的亮點。
????美國煉油廠正在加工自3月份經濟陷入停滯以來最多的原油,因為預計今年夏天疫苗推動的汽油需求將增加。油價上漲意味著煉油商正在爭奪國內的石油,而這些石油數月來一直運往亞洲更為強勁的市場。像西德克薩斯中質原油這樣等級的貨物的價格從本月早些時候開始至少上漲了50美分/桶。
????美國需求的恢復始于去年12月全球疫苗接種運動的啟動,這是石油從大流行的深淵中復蘇的最新進展。幾個月來,石油價格一直由歐佩克及其合作伙伴通過減產來管理,沒有得到亞洲以外需求的幫助。
????隨著國內石油需求復蘇,可能會出現供應短缺。在數十家鉆井公司大幅削減預算并申請破產后,經濟驅動的產量下降使當地原油從峰值1310萬桶/天下降約200萬桶。美國政府預計,2022年石油產量將恢復到每天1150萬桶。
????吳恒磊 編譯自 海灣時報
????原文如下:
????US oil demand is emerging after months of Covid paralysis
????US oil demand is finally starting to emerge from the grips of pandemic after months with Asia serving as the lone bright spot in the global market market.
????American refiners are processing the most crude since the economy ground to a halt in March in anticipation of a vaccine-driven boost in gasoline demand this summer. The uptick means that the refiners are competing for domestic barrels that for months were sent to more robust markets in Asia. Prices for cargoes of grades like West Texas Intermediate crude have picked up by at least 50 cents a barrel from earlier this month.
????The return of US demand, which began when a global vaccination campaign kicked off in December, is the latest development in oil’s recovery from the depths of the pandemic. For months oil prices were managed by Opec and its partners with production cuts, without the help of demand outside of Asia.
????As domestic oil demand recovers, it could meet with supply shortages. Economic-driven output declines took about 2mn barrels a day of local crude off the market from the peak of 13.1mn, after dozens of drillers slashed budgets and filed for bankruptcy. The US government sees production recovering to only 11.5mn barrels a day in 2022.