IEA:將需要更多投資來(lái)刺激石油供應(yīng)
中國(guó)石化新聞網(wǎng)訊 據(jù)OGJ網(wǎng)站3月5日休斯敦報(bào)道,根據(jù)國(guó)際能源署(IEA)最新一期有關(guān)石油市場(chǎng)的年度報(bào)告,來(lái)自美國(guó)、巴西、加拿大和挪威的石油產(chǎn)量增長(zhǎng)可以使世界供應(yīng)充足,在2020年前能遠(yuǎn)遠(yuǎn)滿(mǎn)足全球石油需求增長(zhǎng),但是,在2020年以后將需要更多的投資來(lái)提高產(chǎn)量。
根據(jù)Oil 2018,IEA 5年市場(chǎng)分析和預(yù)測(cè),在今后的3年里,單單來(lái)自美國(guó)的產(chǎn)量增長(zhǎng)將能滿(mǎn)足世界80%的需求增長(zhǎng),加拿大、巴西和挪威屆時(shí)能夠滿(mǎn)足世界剩余20%的需求增長(zhǎng)。
在2023年前,來(lái)自歐佩克以外的供應(yīng)將日增520萬(wàn)桶。由于委內(nèi)瑞拉產(chǎn)量崩潰以及其他成員國(guó)產(chǎn)量增加有限,歐佩克的石油產(chǎn)能只能日增120萬(wàn)桶。
但是,IEA的年度報(bào)告發(fā)現(xiàn),盡管成本不斷下降,在2020年以后將需要額外的投資來(lái)刺激供應(yīng)增長(zhǎng)。全球石油工業(yè)迄今還沒(méi)有從2015-2016投資前所未有的兩年下跌中恢復(fù)過(guò)來(lái),而IEA認(rèn)為在2017和2018兩年里美國(guó)以外的上游支出很少甚至沒(méi)有增加。
李峻 編譯自 OGJ
原文如下:
IEA: More investment needed to spur oil supply after 2020
Oil production growth from US, Brazil, Canada and Norway can keep the world well supplied, more than meeting global oil demand growth through 2020, but more investment will be needed to boost output after that, according to the International Energy Agency's latest annual report on oil markets.
Over the next three years, gains from the US alone will cover 80% of the world's demand growth, with Canada, Brazil, and Norway able to cover the rest, according to Oil 2018, the IEA's five-year market analysis and forecast.
By 2023, supply outside the Organization of the Petroleum Exporting Countries grows by 5.2 million b/d. OPEC oil capacity rises only 1.2 million b/d due to Venezuela collapse and limited increases elsewhere.
But the report finds that despite falling costs, additional investment will be needed to spur supply growth after 2020. The oil industry has yet to recover from an unprecedented two-year drop in investment in 2015-2016, and the IEA sees little-to-no increase in upstream spending outside of the US in 2017 and 2018.