據油價網2023年6月30日報道,盡管面臨能源轉型的挑戰,但油氣行業的領導者對石油需求的長期復原力充滿信心。
這是近日在馬來西亞舉行的首屆亞洲能源會議發出的信息。
美國赫斯公司首席執行官約翰·赫斯在與會期間接受CNBC記者采訪時表示:“能源轉型將需要更長的時間,需要更多的資金,需要目前還不存在的新技術。”
埃克森美孚公司的一位高級顧問告訴CNBC記者:“預計到2050年,液化天然氣仍將是世界主要的能源來源,即使需求增長在2025年后放緩。”
總體而言,到2050年前,對液體燃料的需求預計每天將增加大約1500萬桶。幾乎所有的需求增長都將來自亞洲、非洲、中東和拉丁美洲的新興市場。”
本周早些時候,歐佩克秘書長也表現出樂觀情緒,稱歐佩克預計到2045年前全球石油日需求量將擴大到1.1億桶。
不出所料,從長期來看,亞洲仍將是全球石油需求增長的最大推動力,標普全球丹尼爾·耶金表示:“亞洲、非洲、中東和拉丁美洲是能源需求增長的地區,未來需求還會有更多增長。”
法國道達爾能源公司首席執行官潘彥磊對此表示贊同, “需求在亞洲。需求就在這里,亞洲有50億流動人口,要求更好的生活方式。因此,亞洲是我們必須展望未來的方向。”
與此同時,沙特阿拉伯國家石油公司(沙特阿美)首席執行官阿明·納賽爾指出了有關能源轉型的選擇性敘述。他在會上表示:“現有的轉型政策正確地試圖解決環境可持續性問題,但同樣重要的能源安全和可負擔性問題沒有得到重視。”納賽爾此番講話暗示這將確保石油需求的長期存在。
李峻 譯自 油價網
原文如下:
Oil Industry Leaders Remain Confident about Long-Term Demand
Oil and gas industry leaders are confident in the long-term resilience of oil demand despite challenges from the energy transition.
This is the message coming out of the inaugural edition of the Energy Asia conference that took place this week in Malaysia.
“Energy transition is going to take a lot longer, it’s going to cost a lot more money and need new technologies that don’t even exist today,” Hess Corp. chief executive John Hess said, as quoted by CNBC.
“Liquids are projected to remain the world’s leading energy source in 2050, even as demand growth slows beyond 2025,” a senior Exxon advisor told CNBC.
“Overall, demand for liquids is expected to rise by about 15 million barrels per day by 2050. Almost all the growth will come from the emerging markets of Asia, Africa, the Middle East and Latin America,” Erin McGrath also said.
Earlier this week, the secretary-general of OPEC also demonstrated optimism, saying OPEC forecast oil demand to expand to 110 million barrels daily by 2045.
Unsurprisingly, Asia will continue to be the biggest driver of oil demand over the long term, with S&P Global’s Daniel Yergin saying that “This is the region where the growth in energy demand will be, and more to come.”
TotalEnergies’ Patrick Pouyanne agrees. “The demand is in Asia. The demand is here, you have 5 billion people moving population, [asking] for a better way of life. And so this is where we must look to the future,” he said, as quoted by CNBC.
Meanwhile, Aramco’s chief executive Amin Nasser pointed out the selective narrative of the energy transition.
“Existing transition policies rightly attempt to address environmental sustainability, but the equally critical issues of energy security and affordability are under-emphasised,” he said at the event, suggesting this would ensure the longevity of oil demand.
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