2023-02-28-IEA-2023年2月度油气数据审查_19页_281kb

报告摘要

Oil Demand Climb: Global oil demand, particularly in Japan, Indonesia, and Korea, increased, pushed to an all-time high (+1.3 million barrels per day) above both pre-pandemic seasonal and COVID-19 levels.
Production Decline: Global crude production fell for the month, registering a 274 kb/d decline (to a five-month low), primarily due to declines in the United States and United Kingdom.
Saudi Activity: Despite a small decline in domestic production (-33 kb/d), Saudi crude exports increased by 157 kb/d to 7.44 million barrels per day.
Crude Stock Status: Crude and refined products inventories increased both month-over-month and just below the seasonal average for December, reaching 354 million barrels below the five-year inventory average level. The stock condition remains constrained relative to previous years.

Gas Production and Imports: Natural gas production slightly fell month-over-month, while Europe's liquefied natural gas (LNG) imports reached new record highs.
Inventory Situation: Gas inventories fell as demand was comparatively low, exiting the month at 85% of seasonal highs for the EU+UK region. Total gas stock levels across the included countries decreased but remain near seasonal highs.

Databases were updated in February 2023 primarily with December 2022 data.
For oil, crude demand showed significant recovery from historical patterns; liquid fuels (gasoline, diesel) were above 2019 levels but year-on-year declines were noted; fuel oil demand was below average for the first time since February 2022; low-sulfur fuel and liquid petroleum gas (LPG) demands were solid, near seasonal highs; jet fuel demand remained significantly lower than 2019 levels.
In the gas sector, usage remained near seasonal lows, particularly in EU+UK and across Europe during December, supporting the inventory build near the end of the period.
Country-level production data consistently from 2017 is used where available. Notable first-month-of-data-included reports for Russia (November) drove capitalizations of its production and inventory levels; however, these differ from both baseline and renewable period assessments.

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