2024-02-10-IEF-2024年1月度石油和天然气数据审查_21页_293kb

报告摘要

This summary presents key findings from the January 2024 update of JODI oil and gas data, covering oil and gas trends through November 2023.

Oil Highlights:

Global oil demand decreased by approximately 1.6 million barrels per day (mb/d) in November, ending a period outside the 5-year seasonal range for the first time since April. The decline was driven by monthly decreases in China (1.1 mb/d), the US (0.355 million barrels per day kb/d), and Saudi Arabia (0.236 kb/d).
Year-on-year demand was lower by 0.267 mb/d. China's crude imports fell by 1.2 mb/d monthly, reaching 10.38 mb/d, and were down 1.0 mb/d from the previous year.
Crude oil production showed slight monthly gains but remained marginally below the 5-year average; year-on-year, production dropped by 0.9 mb/d, with Saudi Arabia contributing the largest y/y decrease of 1.7 mb/d.
Saudi Arabia's crude production decreased by 0.122 mb/d monthly to 8.8 mb/d, while exports increased by 0.039 mb/d to a 5-month high of 6.34 mb/d.
Canada set a new record for crude production increase of 0.263 mb/d monthly.
Crude and refined product inventories increased by 264 mb combined in November but were still 269 mb below the 5-year average level.

Gas Highlights:

Natural gas production reached an all-time high in November, boosted by increases in China, Nigeria, and Norway; year-on-year gains were 7.6 bcm, led by the US (+5.0 bcm), Nigeria (+3.0 bcm), and China (+1.1 bcm).
Demand rose seasonally in November and aligned with the 5-year average; however, EU and UK demand remained near the bottom of the seasonal range.
Total gas inventories decreased by 5.4 bcm month-on-month but were above seasonal levels, with EU and UK inventories falling 4.3 bcm and ending at nearly 95% full capacity.

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