全球石油需求复苏 天然气增长遥遥领先

据天然气工业3月2日消息称，沙特阿美和雪佛龙公司的首席执行官在一次石油和天然气会议上说，全球石油需求正在复苏，明年可能回到新冠前的水平左右。

去年的冠状病毒大流行消除了全球五分之一的燃料需求，因为数十亿人停止旅行，在家中避难。

沙特阿美首席执行官Amin Nasser在IHS Markit的在线CERAWeek会议上表示，全球石油需求已恢复到约9400万桶/天，到2022年可能达到9900万桶/天。

Nasser说，中国、印度和东亚的经济正在改善，疫苗的部署是西方“令人乐观的理由”。他说:“我认为需求和市场将从现在开始继续改善，特别是从今年下半年开始。”

雪佛龙首席执行官Michael Wirth在与Nasser的讨论会上表示，由于上门运输，柴油需求达到或高于新冠前的水平，但由于人们避免长途飞行，航空燃油需求滞后。

两位高管都看好天然气。沙特阿拉伯的目标是，到2030年，一半的电力来自天然气，一半来自可再生能源。

Wirth说，甲烷是天然气的主要组成部分，是一种强大的温室气体，它的排放应该减少，并得到严格的监测，他希望拜登政府将加强监管。

Wirth说:“正如我们最近在德克萨斯州以及不久前在加利福尼亚州看到的那样，当对电网的需求处于较高水平时，我们需要确保我们有可靠的电网管理和可靠的电力供应。天然气应该发挥非常、非常重要的作用。”

朱佳妮 摘译自 天然气工业

原文如下：

Global oil demand recovery, gas growth ahead

Global oil demand is recovering and could return to around pre-pandemic levels next year, the chief executives of Saudi Aramco and Chevron Corp told an oil and gas conference.

The coronavirus pandemic last year wiped out a fifth of worldwide demand for fuel as billions of people stopped traveling and sheltered at home.

Global demand for oil has recovered to around 94 MMbpd and could reach 99 MMbpd in 2022, said Aramco CEO Amin Nasser at IHS Markit's online CERAWeek conference.

Economies are improving in China, India and East Asia, with vaccine deployment as "cause for optimism" in the West, Nasser said. "I see demand and the market continuing to improve from here, especially from the second half of this year," he said.

Diesel demand is at or above pre-pandemic levels due to door-to-door deliveries, though jet fuel lags as people avoid long flights, said Chevron CEO Michael Wirth, who spoke on a panel with Nasser.

Both executives are bullish on natural gas. Saudi Arabia has targeted generating half of its electricity from natural gas and half from renewables by 2030.

Emissions of methane - a potent greenhouse gas that is the main component of natural gas - should be reduced and robustly monitored, Wirth said, adding that he expects greater regulation from the Biden administration.

"As we've seen recently in Texas and not too long before that in California, when the demands on a grid are at an elevated level we need to make sure we have reliable grid management and reliable power supply," Wirth said. "And natural gas should play a very, very important role."