據(jù)鉆機(jī)地帶8月10日?qǐng)?bào)道，能源和環(huán)境地理分析公司Kayrros在本周發(fā)給鉆機(jī)地帶的一份新報(bào)告中指出，全球陸上原油庫(kù)存在地緣政治沖突激化后，自5月中旬以來(lái)一直在小幅下降。

根據(jù)Kayrros的數(shù)據(jù)顯示，截至8月6日，陸上原油庫(kù)存減少至約29.7億桶，較5月中旬的峰值減少了3500萬(wàn)桶，即每日73萬(wàn)桶。

根據(jù)報(bào)告中可以追溯到2021年1月數(shù)據(jù)的一張圖表顯示，今年1月全球陸上原油庫(kù)存遠(yuǎn)低于29億桶，然后在5月升至2022年峰值。該圖表顯示，去年的峰值出現(xiàn)在5月之前，約為32億桶。

Kayrros在報(bào)告中指出，截至8月6日，全球陸上原油庫(kù)存從5月中旬的峰值小幅下降至約29.77億桶。并補(bǔ)充道，在這種情況下，OPEC+上周同意在9月份將日產(chǎn)量提高10萬(wàn)桶，這是自1986年以來(lái)配額增幅最小的一次。在經(jīng)濟(jì)放緩和石油需求低迷的跡象下，美國(guó)致密油產(chǎn)量的增長(zhǎng)可能有助于彌補(bǔ)這一差距，使市場(chǎng)大致保持平衡。

據(jù)美國(guó)能源信息署（EIA） 8月的短期能源展望（STEO）預(yù)計(jì)，美國(guó)原油日產(chǎn)量將從第二季度的1169萬(wàn)桶上升至第三季度的1201萬(wàn)桶，第四季度為1228萬(wàn)桶。根據(jù)STEO的數(shù)據(jù)顯示，預(yù)計(jì)今年美國(guó)原油日產(chǎn)量將達(dá)到1186萬(wàn)桶，2023年將達(dá)到1270萬(wàn)桶，并強(qiáng)調(diào)2021年美國(guó)原油日產(chǎn)量為1125萬(wàn)桶。

最近的歐佩克+會(huì)議提出了幾項(xiàng)警告，包括指出“過(guò)剩產(chǎn)能的可用性嚴(yán)重受限”。該集團(tuán)目前計(jì)劃于9月5日舉行下一次會(huì)議。

今年2月，地緣政治沖突升級(jí)，油價(jià)多年來(lái)首次突破每桶100美元。

郝芬 譯自 鉆機(jī)地帶

原文如下:

Global onshore Crude Stocks Edge Down

Global crude oil onshore inventories have been edging slightly lower since mid-May after surging in the aftermath of the war, energy and environmental geo-analytics company Kayrros noted in a new report sent to Rigzone this week.

onshore crude stocks decreased to about 2.97 billion barrels as of August 6, according to Kayrros, which highlighted that that the figure marked a drop of 35 million barrels, or 730,000 barrels per day, from a mid-May peak.

According to a chart included in the report, which contained data stretching back to January 2021, global onshore crude oil inventories were well under 2.9 billion barrels back in January this year before rising to their, current, 2022 peak in May. Last year’s peak was seen before May at around 3.2 billion barrels, the chart showed. 

“Global onshore crude stocks edged down from their mid-May peak to about 2,977 million barrels as of August 6,” Kayrros stated in the report.

“Against this backdrop, OPEC+ last week agreed to boost its output by 100,000 barrels per day in September, the smallest increase in quota since 1986,” Kayrros added in the report.

“Growing U.S. tight oil production may help bridge the difference and keep markets roughly in balance amid signs of economic slowdown and sluggish oil demand,” Kayrros went on to note.

The U.S. Energy Information Administration’s (EIA) August short term energy outlook (STEO) projects that U.S. crude oil production will rise from 11.69 million barrels per day in the second quarter to 12.01 million barrels per day in Q3 and 12.28 million barrels per day in Q4. U.S. crude oil production is forecasted to hit 11.86 million barrels per day this year and 12.70 million barrels per day in 2023, according to the STEO, which highlights that 2021 U.S. crude oil production came in at 11.25 million barrels per day.

The latest OPEC+ meeting offered several warnings, including the identification of a “severely limited availability of excess capacity”. The group is currently scheduled to hold its next meeting on September 5.

Oil soared past $100 per barrel for the first time in years back in February as the war.