2024-04-29-IEA-2024年4月度石油和天然气数据审查（英）_23页_536kb

报告摘要

Oil Demand & Production:
- Oil demand in JODI-reporting countries rose by 1.2 mb/d month-on-month (vs. January 2024), reaching a 5-year seasonal high, primarily driven by gasoline and jet fuel. Gasoline demand hit a seasonal peak.
- Diesel and LPG demand fell month-on-month, with diesel demand dropping below the 5-year average since July 2022.
- Crude oil production increased 473 kb/d month-on-month, mainly due to U.S. output rebound after weather-related interruptions. Year-on-year, crude production declined 1.2 mb/d, impacted by steep cuts in Saudi Arabia (-1.4 mb/d) and Iraq (-347 kb/d), though the U.S. added 744 kb/d.
- Saudi Arabia’s crude production reached a 7-month high at 9.01 mb/d (+55 kb/d from January) but exports rose to a 3-month high of 6.32 mb/d (+20 kb/d).
Inventories:
- Crude inventories increased by 17.7 mb (still 262 mb below 5-year average).
- Product inventories decreased by 2.9 mb, returning to 4.8 mb above the 5-year average.

Production & Demand:
- Natural gas production fell seasonally in February but was 7% higher than 2023 and at a seasonal high, largely due to U.S. output growth.
- Demand declined seasonally, nearing a 5-year seasonal low, with EU+UK consumption falling by ~12 bcm.
Inventory Levels:
- Total gas inventories decreased by 14.6 bcm month-on-month, ending February at a 5-year seasonal high.
- EU+UK inventories dropped by 6.2 bcm, remaining filled at a high level (~63% of storage capacity).

India: Oil demand reached an all-time high, while product exports hit a seasonal peak.
China: Oil demand fell by 967 kb/d month-on-month, alongside reduced product exports and refinery runs.

Global oil demand recovery is uneven, with gasoline strength offsetting diesel weakness.
Supply dynamics remain volatile, with U.S. gains counteracting cuts in major producing nations.
Natural gas markets are influenced by seasonal trends and regional demand shocks, particularly in Europe.

展开完整摘要