據彭博新聞社2021年6月7日倫敦報道,英國能源巨頭英國石油公司(BP)首席執行官伯納德·魯尼說,隨著美國頁巖產量受到限制,BP認為全球原油需求將強勁復蘇,并預計這種強勁復蘇將持續一段時間。
魯尼是在出席在俄羅斯圣彼得堡舉行的國際經濟論壇期間對采訪他的彭博新聞社記者發表上述講話的。魯尼說:“有很多證據表明,需求將會強勁,而頁巖似乎仍在保持自律。我認為我們目前的情況可能會持續一段時間。”
魯尼的此番言論呼應了其他受美國和歐洲從疫情中強勁反彈鼓舞的業內高管們的看法。俄羅斯最大的石油生產商俄羅斯石油公司首席執行官謝欽上周表示,能源需求將繼續增長,任何新的病毒浪潮可能會減緩這一進程,但不會阻止這種增長。
布倫特原油期貨價格上周報收于每桶70美元上方,為兩年多來首次。大規模疫苗接種有助于北半球一些經濟體重新開放,并改善流動性和石油消費。
魯尼說:“我相信疫苗和疫苗是有效的,我們只是需要把它們送到更多的地方讓人們接種。”
自去年縮減規模以來,BP增加了其在美國頁巖業務的鉆機數量,但今年第一季度該地區的鉆井活動仍低于新冠肺炎疫情爆發前的水平。
需求復蘇
根據渣打銀行最近發布的一份報告,全球石油需求復蘇將在6月和7月達到最大速度,到12月可能達到每天1億桶。
當上周被問及需求軌跡時,沙特能源大臣阿卜杜勒阿齊茲·本·薩勒曼王子說,他會相信他所看到的,他指出需求的證據必須先于供應。
到目前為止,歐佩克及其盟友仍堅持保守做法。雖然該組織上周證實了7月份增產的計劃,但在有證據表明需要更多原油之前,它沒有提供今年晚些時候是否會增加原油產量的指導。
李峻 編譯自 彭博新聞社
原文如下:
BP Chief Sees Lasting Strong Oil Demand Recovery
Energy giant BP Plc sees a strong recovery in global crude demand and expects it to last for some time, with U.S. shale production being kept in check, according to Chief Executive Officer Bernard Looney.
“There is a lot of evidence that suggests that demand will be strong, and the shale seems to be remaining disciplined,” Looney told Bloomberg News in St. Petersburg, Russia. “I think that the situation we’re in at the moment could last like this for a while.”
Looney’s comments echo those of other industry executives encouraged by a robust rebound from the pandemic in the U.S. and Europe. Igor Sechin, CEO of Rosneft PJSC, Russia’s largest oil producer, said last week that growth in energy demand will continue, and that any new virus waves may slow the process but won’t stop it.
Brent crude closed above $70 a barrel last week for the first time in more than two years, as mass vaccinations help to reopen some economies in the Northern Hemisphere and improve mobility and oil consumption.
“I believe in vaccines and vaccines are working, we just need to get them to more places,” Looney said.
BP has added rigs to its shale business in the U.S. since scaling back last year, but its activity in the region remained below pre-pandemic levels in the first quarter of the year.
Demand Recovery
Oil’s demand recovery will be at the point of maximum velocity this month and in July, and it may reach 100 million barrels a day by December, according to a recent report from Standard Chartered Plc.
When asked last week about the demand trajectory, Saudi Energy Minister Prince Abdulaziz bin Salman said he’ll believe it when he sees it, noting that evidence of demand must precede supply.
So far, the Organization of Petroleum Exporting Countries and its allies are sticking to a conservative approach. While the group last week confirmed its plan to ramp up output in July, it didn’t provide guidance as to whether more barrels will be added later this year until there’s evidence more crude is needed.
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