據(jù)油價(jià)網(wǎng)倫敦報(bào)道，沙特阿拉伯國(guó)家石油公司（沙特阿美）首席執(zhí)行官納賽爾周二（10月4日）在倫敦表示，石油市場(chǎng)正在忽視目前備用石油產(chǎn)能非常低的事實(shí)。

這位全球最大石油公司和最大原油出口公司的高管是在倫敦舉行的能源情報(bào)論壇(Energy Intelligence Forum)上發(fā)表上述講話的。納賽爾表示：“(市場(chǎng))關(guān)注的是，如果世界不同地區(qū)發(fā)生經(jīng)濟(jì)衰退，需求會(huì)發(fā)生什么變化，而不是供應(yīng)基本面會(huì)發(fā)生什么變化。”

納賽爾在9月份舉行的一次活動(dòng)中曾說(shuō)，全球石油庫(kù)存很低，“目前全球有效備用產(chǎn)能約為全球需求的1.5%”。

今年9月份，納賽爾曾警告市場(chǎng)，如果政策制定者想要防止下一次能源危機(jī)，他們需要把目光放得更遠(yuǎn)，不要再丑化石油和天然氣行業(yè)。

納賽爾表示，盡管地緣政治沖突加劇了目前的能源危機(jī)，但這場(chǎng)危機(jī)并非始于戰(zhàn)爭(zhēng)。納賽爾9月份在斯倫貝謝數(shù)字論壇上表示，多年的投資不足、缺乏后備計(jì)劃、替代能源尚未準(zhǔn)備就緒，這些都是造成目前能源不安全狀況的真正原因。 

在10月4日的倫敦能源情報(bào)論壇上，納賽爾重申了自己的觀點(diǎn)，即投資不足將再次困擾市場(chǎng)。 

納賽爾表示，由于投資者和政策制定者的壓力，上游投資不足仍在繼續(xù)。短期項(xiàng)目正在啟動(dòng)，而不是能夠穩(wěn)定和維持生產(chǎn)的長(zhǎng)期項(xiàng)目正在啟動(dòng)。 

納賽爾指出：“我們需要在石油、天然氣和液化天然氣方面建立一些備用產(chǎn)能，否則任何中斷或需求增加都將嚴(yán)重影響生產(chǎn)商，并可能導(dǎo)致市場(chǎng)更加動(dòng)蕩?！?/p>

納賽爾補(bǔ)充說(shuō)：“石油需求將持續(xù)增長(zhǎng)到2030年。”他重申了沙特的觀點(diǎn)，即在擺脫化石燃料之前，世界需要充足的石油和天然氣供應(yīng)。

“替代能源方案還沒(méi)有準(zhǔn)備好。我們需要脫碳石油和天然氣，并發(fā)展CCS，但我們必須在充足的石油和天然氣供應(yīng)的情況下做到這一點(diǎn)?！奔{賽爾如是說(shuō)。 

李峻 編譯自 油價(jià)網(wǎng)

原文如下：

Saudi Aramco: The Oil Market Is Ignoring Supply Fundamentals

The oil market is ignoring the fact that spare oil production capacity is very low right now, Saudi Aramco’s chief executive Amin Nasser said on Tuesday.    

“[The market] is focusing on what will happen to demand if recession happens in different parts of the world, they are not focusing on supply fundamentals,” the top executive at the world’s largest oil firm and single largest crude oil exporter, said at the Energy Intelligence Forum in London today.

During an event last month, Nasser said that oil inventories are low, “and effective global spare capacity is now about one and a half percent of global demand.”

In September, Aramco’s CEO warned the markets that policymakers need to look beyond this winter and stop vilifying the oil and gas industry if they want to prevent the next energy crisis.

The ongoing energy crisis, while intensified by the war, didn’t start with the war, according to Aramco’s top executive. Years of underinvestment, a lack of a backup plan, and alternatives not ready to step up and replace conventional energy are the real causes of this state of energy insecurity today, Nasser said at the Schlumberger Digital Forum last month.

At the London forum today, he reiterated his view that underinvestment would come back to haunt the markets.

According to Nasser, upstream underinvestment continues due to pressure from investors and policymakers. Short-cycle projects are coming on - not long-term projects that will anchor and sustain production.

“We need to build up some spare capacity in oil, gas and LNG otherwise any outages or increased demand will seriously stretch producers and could cause more turmoil in markets,” Aramco’s CEO noted.

“Oil demand will continue to grow until 2030,” Nasser added, reaffirming the Saudi view that the world needs adequate oil and gas supply before moving away from fossil fuels.

“Alternatives are not ready yet. We need to decarbonize oil and gas and develop CCS but we must do this with adequate oil and gas supply,” the Saudi executive said.