Vitol稱石油日需求或?qū)ⅢE降2000萬桶

據(jù)今日油價3月25日報道，世界最大石油貿(mào)易商Vitol首席執(zhí)行官拉塞爾·哈迪（Russell Hardy）在接受彭博社采訪時表示，石油需求的急劇變化，加上產(chǎn)量的意外增加，顛覆了整個行業(yè)。

在未來幾周內(nèi)，石油需求在高峰時可能會驟降1500萬—2000萬桶。 Hardy表示，按年計算，這將導(dǎo)致需求下降500萬桶/日。

維托爾首席執(zhí)行官表示，就我們以前必須處理的任何事情而言，這都是相當(dāng)巨大的。

更多的壞消息也來了。印度下令在全國范圍內(nèi)實施社交隔離，以應(yīng)對新的病例激增，這一點很難引起人們的注意，這將轉(zhuǎn)化為石油需求的進一步下降，并因此而大幅下降。

當(dāng)彭博社(Bloomberg)問及油價將發(fā)展到什么地步，哈代指出，石油和石油產(chǎn)品的產(chǎn)量比世界所能消耗的要多，因此美國、歐洲和印度的庫存將會增加，煉油廠將會減少產(chǎn)量。

他表示，到目前為止，日削減量約為700萬桶。

即便如此，存儲空間將填滿，尤其是對于石油產(chǎn)品。 盡管原油還有一定的自由產(chǎn)能，但存儲空間可能會很快裝滿，從而給價格帶來更多壓力。

石油分析公司OilX于本周早些時候計算出，全球儲存的原油約有7.5億桶，分析師預(yù)計這一數(shù)字將增至10億桶。

雖然他拒絕提出布倫特和西德克薩斯中質(zhì)原油的具體價格，但Vitol的Hardy表示，這兩個基準(zhǔn)在未來幾周內(nèi)可能會進一步下降，因為處于封鎖狀態(tài)的國家正在著手解決新的遠程工作現(xiàn)實，這一現(xiàn)實正在使全球石油需求大幅減少。

在撰寫本文時，布倫特原油交易價格為每桶28.84美元，WTI原油交易價格為每桶23.49美元，較周二收盤價均下跌。

郝芬 譯自 今日油價

原文如下：

World’s Largest Oil Trader Says Demand Could Plummet By 20 Million Bpd

A dramatic change in oil demand coupled with an unexpected increase in production has upended the industry, Vitol’s chief executive Russell Hardy told Bloomberg in an interview.

At its peak, oil demand could slump by 15 to 20 million bpd over the next few weeks. On an annual basis, Hardy said, this would contribute to a demand decline of 5 million bpd.

“It’s pretty huge in terms of anything we’ve had to deal with before,” Vitol’s chief executive said.

More bad news is coming, too. India’s Prime Minister Narendra Modi just ordered a nationwide lockdown in response to a spike in new coronavirus cases, which, hardy noted, will translate into a further decline in oil demand, and a substantial one, at that.

Asked by Bloomberg about where oil prices will be going from here, Hardy noted that more oil and oil products were being churned out than the world can consume, so stockpiles in the U.S., Europe, and India will rise, with refineries cutting output.

So far, he said, the cuts amount to about 7 million bpd.

Even so, storage is filling up, especially for oil products. While there is some free capacity yet for crude oil, it will likely fill up fast, putting additional pressure on prices.

Oil analytics firm OilX earlier this week calculated there are about 750 million barrels of crude in storage globally, with analysts expecting this to rise to as much as 1 billion barrels.

While he declined to suggest a specific price for Brent and West Texas Intermediate, Vitol’s Hardy said that both benchmarks were likely to fall further over the next few weeks as countries on lockdown come to grips with the new remote-work reality that is taking a substantial chunk out of global oil demand.

At the time of writing, Brent crude was trading at $28.84 a barrel, with WTI at $23.49 a barrel, both down from Tuesday’s close.