-- 國際能源總署(IEA)週二預測,受中東衝突影響,今年全球石油需求將轉為負成長,預計第二季石油消費量將出現自新冠疫情爆發以來最大幅度的下降。 該機構目前預測,今年全球石油需求將下降8萬桶/日,上月預測為成長64萬桶/日。 IEA表示,預計第二季石油消費量將減少150萬桶/日,這將是新冠疫情爆發以來最大幅度的降幅。 IEA也表示,預計3月石油需求將年減80萬桶/日,本月將年減230萬桶/日。 IEA報告指出:“最初,石油消費量降幅最大的地區是中東和亞太地區,主要集中在石腦油、液化石油氣和航空煤油。然而,隨著短缺和高價的持續,需求下降的趨勢將會蔓延。” 美以與伊朗爆發戰爭後,能源價格飆升,戰爭導致經由至關重要的霍爾木茲海峽的運輸中斷。儘管華盛頓和德黑蘭已同意暫時停火,但雙方在周末於巴基斯坦舉行的談判中未能達成協議。 週二,布蘭特原油價格下跌4%,至每桶95.40美元;西德州中質原油價格下跌6.7%,至每桶92.42美元。 國際能源總署(IEA)表示:“恢復霍爾木茲海峽的運輸仍然是緩解能源供應、價格和全球經濟壓力的最重要因素。目前,透過談判達成持久解決衝突的前景仍然不明朗。” 週一,石油輸出國組織(歐佩克)下調了第二季石油需求預測,但由於預期下半年需求將反彈,維持了全年預測不變。 週一,美國海軍開始封鎖進出伊朗港口的船隻。 據國際能源總署(IEA)稱,受伊朗對中東能源基礎設施的襲擊以及對通過霍爾木茲海峽的油輪航行的限制,上個月全球石油供應量驟降1010萬桶/日,至9700萬桶/日。該機構3月曾預測當月供應量將下降800萬桶。 上個月,由於擔心中東衝突導致供應中斷,國際能源總署同意釋放創紀錄的4億桶石油。
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