據今日油價4月13日報道，歐佩克周三削減了對今年全球石油需求的估計，同時削減了對非歐佩克供應的預測，因為由于需求暴跌，低油價和有限的存儲能力，歐佩克+協定之外的石油生產國加速了產量削減。

在如今發布的備受關注的《月度石油市場報告》中，歐佩克再次將今年的全球石油需求預測下調了223萬桶/天，并預計2020年的全球石油需求將比2019年減少907萬桶/天。

歐佩克表示，事實上，2020年的需求萎縮可以通過政府比預期更早地放松與疫情相關的措施，以及對實施的非常規刺激計劃做出更快的經濟增長反應來緩解。

除了大幅下調需求預估外，OPEC還下調了對非OPEC國家今年供應的預估，將其從上月的每日預估下調近200萬桶。目前，受“包括大型石油公司在內的石油公司——尤其是北美地區——宣布的停產或減產計劃”的推動，今年非歐佩克國家的石油日產量預計將減少350萬桶。

據歐佩克稱，“根據不同的消息來源和公司公告，到目前為止，包括石油巨頭在內的美國生產商迄今已在今年第二季度將日產量至少降少了150萬桶，這可能是通過關閉成本較高的油井，部分減少選定油井的產量，推遲“投產”油井來實現的。

今年美國石油供應進一步下調了130萬桶/日，到目前為止，與2019年相比，2020年的石油供應下降了140萬桶/日。

根據歐佩克的估計，OPEC+協議以外的產油國已宣布，截至5月6日，總計減產約360萬桶/天，以應對需求不足、油價低迷、供應過剩和儲存能力有限的局面。

歐佩克表示，為解決當前全球石油市場嚴重失衡而進行的快速供應調整，已開始顯示出積極的反應，預計未來幾個季度將加快再平衡步伐。

郝芬 譯自 今日油價

原文如下：

OPEC Slashes 2020 Oil Demand Forecast By 9 Million Bpd

OPEC slashed on Wednesday its global oil demand estimates for this year while cutting its forecast for non-OPEC supply as oil producers outside the OPEC+ pact accelerate production curtailments due to the demand crash, low oil prices, and limited storage capacity.

In its closely watched Monthly Oil Market Report published today, OPEC revised down, again, its global oil demand forecast for this year by a massive 2.23 million barrels per day (bpd), and now sees global oil demand falling by 9.07 million bpd in 2020 compared to 2019.

“Indeed, demand contraction in 2020 can be mitigated with sooner than expected easing of government COVID-19 related measures, and faster response of economic growth to the implemented extraordinary stimulus packages,” the cartel said.

Along with slashing demand projections, OPEC also took an ax to its forecast for non-OPEC supply this year, revising it by nearly 2-million-bpd from last month. Currently, non-OPEC supply is expected to drop by 3.5 million bpd this year, driven by “production shut-ins or curtailment plans announced by oil companies – including the majors – particularly in North America.”

“According to different sources and company announcements, US producers – including oil majors – have so far cut production by at least 1.5 mb/d in 2Q20, which is likely to be achieved by shut-ins of higher-cost wells, partial reductions in output of selected wells and the deferral of ‘putting on production’ wells,’’ OPEC said.

U.S. oil supply this year was further revised down by 1.3 million bpd to now show a decline of 1.4 million bpd in 2020 compared to 2019.

According to OPEC estimates, producers outside of the OPEC+ pact had announced combined cuts of around 3.6 million bpd as of May 6, in response to the lack of demand, low oil prices, excess supply, and limited storage capacity.

“The speedy supply adjustments in addressing the current acute imbalance in the global oil market has already started showing positive response, with rebalancing expected to pick up faster in the coming quarters,” OPEC said.