據美國鉆井網站2022年8月16日報道， 盡管全球部分地區最近疫情復發，但全球航空燃料需求已卷土重來，并將繼續增長到2023年。 

美國銀行全球研究中心（BofA Global Research）最近在發給美國鉆井網站的一份新報告中指出，“由于邊境限制和旅行擔憂導致市場至關重要的每日800萬桶航空燃料崩潰”，全球航空燃油價格在2020年和2021年落后于其他石油產品。

美國銀行全球研究報告稱：“盡管最近全球部分地區暴發了疫情，但航空旅行需求已卷土重來，機場和航班座位都已飽和。”

報告補充說：“疫情后全球航空旅行的復蘇始于美洲，并擴展到歐洲，隨著限制的放松，現在應該會擴展到亞洲，為原油和餾分油價格提供支持。”

美國銀行全球研究報告繼續表示，“因此，與遠期市場價格為每桶91美元相比，我們繼續預計明年布倫特原油平均價格將達到每桶100美元，而餾分油對布倫特原油的裂解價格將接近每桶26美元，其中以航空燃油價格最高” 。

在這份報告中，美國銀行全球研究中心預測，由于疫情后需求復蘇和對石油的替代，全球石油日需求將增加170萬桶。

報告指出：“由于航空旅行需求恢復正常，航空燃料在我們預計的明年石油燃料消費增長中應占四分之一以上，甚至可能占到一半，而歷史上只有20%。”

美國銀行全球研究報告稱：“盡管如此，我們認為的關鍵風險包括：（1）永久性的商務旅行需求破壞程度超出預期；（2）地緣政治風險；（3）一種新的致命病毒菌株意外地迫使邊境再次關閉。”

李峻 編譯自 美國鉆井網站

原文如下：

Jet Fuel Demand Back with a Vengeance

Jet fuel demand has come back with a vengeance, despite the recent bout of Covid-19, and should continue to grow into 2023.

That’s what BofA Global Research stated in a new report sent to Rigzone recently, which noted that jet fuel prices lagged other products in 2020 and 2021 “as the crucial eight million barrel per day market crashed on border restrictions and travel fears”.

“Yet air travel demand has come back with a vengeance despite the recent bout of Covid-19 infections, saturating airports and airline seats alike,” the BofA Global Research report stated.

“The post-pandemic global air travel recovery that started in the Americas and expanded to Europe should now expand to Asia as restrictions ease, lending support to both crude and distillate prices,” the report added.

“As such, we continue to expect Brent to average $100 per barrel next year compared to a forward market price of $91 per barrel, and distillate cracks against Brent to near $26 per barrel, with jet fuel leading,” the BofA Global Research report continued.

In the report, BofA Global Research forecasts global oil demand to grow by 1.7 million barrels per day “on a post-pandemic demand recovery and substitution into oil”.

“As air travel demand normalizes, jet should account for more than a quarter of our projected petroleum fuel consumption growth next year and possibly as much as half compared to just 20 percent historically,” the report noted.

“Still, key risks to our view include (1) deeper than expected permanent business travel demand destruction, (2) geopolitical risks acting as a deterrent to international travel, and (3) a new deadly viral strain that unexpectedly forces border closures again,” the BofA Global Research report continued.