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最新消息:欧佩克在4月份的更新中维持了2026年全球石油需求增长预期。

-- 石油输出国组织(欧佩克)周一预测,2026年全球石油需求将增长140万桶/日,与上月预测持平。 该组织在其月度石油市场报告中表示,预计2027年全球石油需求将同比增长130万桶/日,同样与3月份的预测持平。 预计2026年,未参与《石油合作宣言》的国家的液体燃料产量将比2025年平均增长60万桶/日。2027年的增幅预计也将比2026年高出60万桶/日。这两项评估均与上月更新的预测持平。 此次产量增长主要由巴西、加拿大、卡塔尔、美国和阿根廷推动。 预计参与《合作宣言》的国家的天然气凝析液和非常规液体燃料产量在2026年和2027年将分别增长10万桶/日,平均分别达到880万桶/日和890万桶/日。 与此同时,欧佩克援引二手数据称,参与《合作宣言》的国家3月份原油日均产量为3506万桶,环比下降约770万桶/日,而2月份的日均产量为4272万桶。 欧佩克表示,由于成品油产量大幅下降,中间馏分油裂解价差扩大至多年来的最高水平,上个月所有主要地区的炼油利润率均大幅上涨。 欧佩克表示:“苏伊士运河以东地区的贸易流动受限以及炼油厂开工率下降,在炼油厂检修高峰期进一步挤压了成品油利润率。这种情况导致成品油价格上涨幅度超过原料油价格上涨幅度,从而提升了炼油利润。” 在美国墨西哥湾沿岸,所有成品油价格均上涨,但主要由中间馏分油推动;而在鹿特丹,汽油和低硫燃料油价格的上涨抵消了部分跌幅。报告称,在新加坡,除中间馏分油外,所有成品油价格均出现下跌,原因是原料成本大幅飙升限制了亚洲炼油利润率的上涨空间。 欧佩克维持了上月对2026年和2027年全球经济增长的预测,分别为3.1%和3.2%。 报告补充道:“预计2025年全球GDP将保持稳健增长,达到3.3%,届时全球经济有望基本消化贸易挑战和当前中东地缘政治局势等暂时性事件的影响。”

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