全球需求复苏导致美国原油出口激增

据美国油价网2022年1月21日报道，路透社援引商品分析提供商Kpler公布的统计数据称，最近几周，美国原油出口大幅增长，原因是在全球需求稳定且富有弹性的情况下，美国引领全球原油供应增长。

Kpler美国首席石油分析师Matt Smith对路透社表示，去年12月，美国原油平均日出口量为320万桶。 据Kpler称，这是自2020年2月以来的最高单月原油出口量，2020年2月疫情导致全球石油需求下降。  

Smith对路透社表示，今年1月迄今，美国原油出口增加，原油日均出口量接近300万桶。  

他说：“今年所有人都看到了非常强劲的需求增长数据，如果你看看全球原油供应增长的来源，你就会发现美国在这方面处于领先地位。”

国际能源署(IEA)本周早些时候表示，全球石油需求打破了一个月前的悲观预期，经受住了奥密克戎毒株浪潮的冲击，并将2021年和2022年的需求增长预期上调了20万桶/天。  

IEA周三（1月19日）在其1月份石油市场报告(OMR)中表示，2021年第四季度全球石油日需求增加了110万桶，达到9900万桶，这与市场预期的奥密克戎浪潮对石油消费造成严重打击的预期不符。 因此，IEA上调了全球石油需求预估，目前预计去年和今年的石油日需求将分别增长550万桶和330万桶。  

李峻 编译自 美国油价网

原文如下：

U.S. Crude Exports Boom Amid Recovering Global Demand

U.S. crude oil exports have jumped in recent weeks as America leads supply growth amid steady and resilient global demand, according to commodity analytics provider Kpler, cited by Reuters.

In December, America’s crude oil exports averaged 3.2 million barrels per day (bpd), Matt Smith, a lead oil analyst for the Americas at Kpler, told Reuters. That, according to Kpler, was the highest crude export volume in a month since February 2020, just before the pandemic crippled global oil demand.

So far in January, U.S. crude oil exports have increased and are close to averaging 3 million bpd, Smith told Reuters.  

“Everyone is seeing really strong demand growth numbers for this year, and when you look at where supply growth is coming through from, the U.S. is a leader there,” he said.

Global oil demand defied gloomy expectations from a month ago to withstand the Omicron wave with much less disruption than expected, the International Energy Agency (IEA) said earlier this week, raising its demand growth estimates by 200,000 bpd for both 2021 and 2022.

Demand increased by 1.1 million bpd to 99 million bpd in the fourth quarter of 2021, defying expectations of a serious hit to consumption due to the Omicron wave, the IEA said in its Oil Market Report (OMR) for January on Wednesday. As a result, the IEA raised its global demand estimates, and now expects demand growth of 5.5 million bpd last year and 3.3 million bpd this year.