美国柴油和汽油需求均下滑

据钻机地带7月12日报道，在所有石油消费经济体中，由于产品供应紧张和汽油价格高企，石油消费应力线正在继续形成。

这是根据能源和环境地理分析公司Kayrros发布的一份新的市场报告得出的，该报告强调美国的柴油需求和汽油需求已经下滑。

Kayrros在周末发给Rigzone的通知中表示，美国的柴油需求，在疫情期间从网上购物中受益匪浅，长期以来似乎不受价格上涨的影响，上周下降到低于一年前的水平，与最近报告的主要零售商的网上订单增长下降一致。并补充道，美国的汽油需求显示出更明显的疲软迹象。美国公路客运量在5月底之前一直异常强劲，但自阵亡将士纪念日周末（传统上被视为驾驶高峰期的开始）前后以来，一直低于去年的水平。

根据一张概述美国道路汽油消费量的图表，这张图表也包含在报告中，其中还包括2019年的数据，在最近一次同比下降之前，上一次汽油需求低于去年水平也是在4月份。

Kayrros在报告中总结道，近期美国最终用户汽油需求增长放缓是在“较高的基线”以及美国汽油库存“处于七年低点”的背景下发生的。

在本月早些时候发给Rigzone的另一份市场报告中，Kayrros指出，美国的夏季驾驶季开始缓慢。

根据美国AAA天然气价格网站的数据显示，7月12日，美国常规汽油均价为每加仑4.655美元。根据AAA网站显示，昨天的平均价格为每加仑4.678美元，一周前的平均价为每升4.800美元，上个月的平均值为每汽油5.010美元，而一年前平均值是每加仑3.147美元。根据该网站的数据显示，常规汽油的最高纪录平均价格出现在6月14日，为每加仑5.016美元。

根据AAA网站显示，截至7月12日，美国柴油平均价格为每加仑5.625美元。昨天的平均价格为5.642美元/加仑，一周前的平均值为5.726美元每加仑，根据AAA网站的数据，一个月前的平均价格为每加仑5.771美元，而一年前平均价格是每加仑3.265美元。该网站指出，柴油的最高平均价格纪录出现在6月19日，为5.816美元。

郝芬 译自 钻机地带

原文如下：

USA Diesel and Gasoline Demand Slip

Across oil-consuming economies, stress lines in oil consumption are continuing to form amid tight product supplies and high pump prices.

That’s according to a new market note from energy and environmental geo-analytics company Kayrros, which highlighted that U.S. diesel demand and U.S. gasoline demand had slipped.

“U.S. diesel demand, which had strongly benefited from online shopping during Covid and had long seemed impervious to rising prices, last week slipped below year-ago levels, in line with recent reports of sagging growth in online orders from major retailers,” Kayrros stated in the note, which was sent to Rigzone over the weekend.

“U.S. gasoline demand shows even clearer signs of losing steam. U.S. passenger road transportation has been exceptionally strong until late May but has remained consistently below last year’s level since around Memorial Day weekend, traditionally seen as the kickoff of the peak driving season,” Kayrros added.

According to a graph outlining on-road gasoline consumption in the U.S., which was also included in the note and which also included data stretching back to 2019, prior to the latest stretch of year on year declines, the last time gasoline demand slipped below last year’s levels was also in April.

In the note, Kayrros conceded that the recent slowdown in U.S. end-user gasoline demand growth occurs from a “high baseline” and against the backdrop of U.S. gasoline inventories “reported at seven-year lows”. 

Kayrros also stated in the note that its measurements of end-user gasoline demand had been consistently higher than U.S. official estimates of gasoline deliveries into secondary storage and said tight gasoline inventories appear consistent with Kayrros estimates.

In a separate market note sent to Rigzone earlier this month, Kayrros outlined that the U.S. summer driving season was off to a slow start.

The average price of regular gasoline in the U.S. was $4.655 per gallon on July 12, according to the AAA gas prices website. Yesterday’s average was $4.678 per gallon, the week ago average was $4.800 per gallon, the month ago average was $5.010 per gallon and the year ago average was $3.147 per gallon, the AAA site showed. The highest recorded average price for regular gasoline was seen on June 14 at $5.016 per gallon, according to the site.

Average diesel prices in the U.S., as of July 12, came in at $5.625 per gallon, the AAA site showed. Yesterday’s average was $5.642 per gallon, the week ago average was $5.726 per gallon, the month ago average was $5.771 per gallon and the year ago average was $3.265 per gallon, according to the AAA site, which outlined that the highest recorded average price of diesel was seen on June 19 at $5.816 per gallon.