每月石油和天然气数据审查

MonthlyOil&GasDataReview SummaryfindingsfromthelatestJODIoil&gasdatabasesupdate April2024 EnergySecurityThroughDialogue1 ief.org JODIOilupdatebythenumbers:Month-on-Month 43countriesupdatedthedatabasewiththemostrecentFebruary2024data OilDemand +1.2mb/d vs.January2024 CrudeProduction +473kb/d vs.January2024 NGLProduction +417kb/d vs.January2024 RefineryIntake -1.4mb/d vs.January2024 CrudeInventories +17.7mb vs.January2024 ProductInventories -2.9mb vs.January2024 JODIoilupdatebythenumbers:Year-on-Year 42countriesupdatedthedatabasewiththemostrecentFebruary2024data OilDemand +1.1mb/d vs.February2023 CrudeProduction -1.2mb/d vs.February2023 NGLProduction +536kb/d vs.February2023 RefineryIntake -1.7mb/d vs.February2023 CrudeInventories -262mb vs.5-yearaverage ProductInventories +4.8mb vs.5-yearaverage OilOverview:UpdatewithDataThroughFeb2024 •OildemandinJODI-reportingcountriesroseby1.2mb/dinFebruaryandwasup1.1mb/dyear-on-year. •Themonth-on-monthgainwasdrivenbygasolineandjetfueldemand.Gasolinedemandwasata5-yearseasonalhigh. •DieseldemandandLPGdemandbothfellmonth-on-both.Dieseldemandwasbelowthe5-yearaverageforthefirsttimesinceJuly2022. •Crudeoilproductionroseby473kb/dinFebruaryasUSproductionreboundedfollowingweather-relatedshut-insinJanuary. •Crudeproductionwasdown1.2mb/dy/y.Steepy/ydeclinesinSaudiArabia(-1.4mb/d)andIraq(-347kb/d)werepartiallyoffsetbygainsintheUS(+744kb/d). •SaudiArabia’scrudeproductionroseby55kb/dinFebruaryto9.01mb/d–a7-monthhigh.Meanwhile,itscrudeexportsroseby20kb/dtoa3-monthhighof6.32mb/d. •Crudeinventoriesbuiltby17.7mbinFebruary,butwerestill262mbbelowthe5-yearaverage.Productinventoriesdrewby2.9mb,butwere4.8mbabovethe5-yearaverage. JODIGasupdatebythenumbers 49countriesupdatedthedatabasewiththemostrecentFebruary2024data GasDemand +2.1bcm vs.February2023 GasProduction +13.4bcm vs.February2023 GasInventories +43bcm vs.5-yearaverage GasDemand -36.5bcm vs.January2024 GasProduction -10.1bcm vs.January2024 GasInventories -14.6bcm vs.January2024 GasOverview:UpdatewithDataThroughFeb2024 •NaturalgasproductionfellseasonallyinFebruary,butwasstillup7%year-on-yearandwasataseasonalhigh. •Theyear-on-yeargainwasdrivenbytheUnitedStates. •NaturalgasdemandfellseasonallyinFebruaryandwasnearthe5-yearseasonallow. •EU+UKnaturalgasdemandfellbynearly12bcmandwasa5-yearseasonallow. •Totalgasinventoriesfellseasonallyby14.6bcmmonth-on-monthbuttheyremainedataseasonalhigh. •EU+UKinventoriesfellby6.2bcminFebruaryandstoodnearly63%fullattheendofthemonth. OilHighlights *AggregatedfiguresusethetotalforcountriesthathavereporteddataeverymonthsinceJanuary2018 Crudeproductionwasdown1.2mb/dy/yinFebruarywhileNGLproductionwasataseasonalhigh CrudeOilProduction(24Countries) MillionBarrelsPerDay 42 41 40 39 38 37 36 35 34 33 32 JanFebMarAprMayJunJulAugSepOctNovDec Range(2019-2023)2021 20222023 2024Avg(2019-2023) Source:IEF,JODIOil NGLProduction(12Countries) MillionBarrelsPerDay 10 9 8 7 6 5 4 3 2 1 0 JanFebMarAprMayJunJulAugSepOctNovDec Range(2019-2023)2021 20222023 2024Avg(2019-2023) Source:IEF,JODIOil SaudiArabia’scrudeproductionroseby55kb/dinFebtoa7-monthhighwhileexportsroseby20kb/d SaudiArabiaCrudeOilProduction MillionBarrelsPerDay SaudiArabiaCrudeOilExports MillionBarrelsPerDay 1212 1010 88 66 44 22 0 JanFebMarAprMayJunJulAugSepOctNovDecRange(2019-2023)2021 20222023 2024Avg(2019-2023) 0 JanFebMarAprMayJunJulAugSepOctNovDec Range(2019-2023)2021 20222023 2024Avg(2019-2023) Source:IEF,JODIOilSource:IEF,JODIOil SaudiArabia’sdirectburnrosetoa5-yearseasonalhighwhileIraq’sremainednearthetopofthe5-yearrange SaudiArabiaCrudeOilDirectBurn ThousandBarrelsPerDay IraqCrudeOilDirectBurn ThousandBarrelsPerDay 800 700 600 500 400 300 200 100 0 JanFebMarAprMayJunJulAugSepOctNovDecRange(2019-2023)2021 20222023 2024Avg(2019-2023) 800 700 600 500 400 300 200 100 0 JanFebMarAprMayJunJulAugSepOctNovDecRange(2019-2023)2021 20222023 2024Avg(2019-2023) Source:IEF,JODIOilSource:IEF,JODIOil Oildemandroseby1.2mb/dinFebruaryandwasata5-yearseasonalhigh TotalProductDemand(38Countries) MillionBarrelsPerDay 75 70 65 60 55 50 JanFebMarAprMayJunJulAugSepOctNovDec Source:IEF,JODIOil Range(2019-2023)2021202220232024Avg(2019-2023) GasolinedemandwasataseasonalhighinFebruarywhiledieseldemandwasdown0.9mb/dy/y GasolineDemand(37Countries) MillionBarrelsPerDay 21 20 19 18 17 16 15 14 13 12 11 JanFebMarAprMayJunJulAugSepOctNovDecRange(2019-2023)2021 20222023 2024Avg(2019-2023) Source:IEF,JODIOil DieselDemand(37Countries) MillionBarrelsPerDay 21 20 19 18 17 16 15 14 13 12 11 JanFebMarAprMayJunJulAugSepOctNovDecRange(2019-2023)2021 20222023 2024Avg(2019-2023) Source:IEF,JODIOil Jetfueldemandwasup0.3mb/dyear-on-yearinFebruary JetFuelDemand(30Countries) MillionBarrelsPerDay 5.0 4.5 4.0 3.5 3.0 2.5 2.0 1.5 1.0 0.5 0.0 JanFebMarAprMayJunJulAugSepOctNovDec Source:IEF,JODIOil Range(2019-2023)2021202220232024Avg(2019-2023) India’soildemandrosetoanall-timehighinFebruarywhileitsproductexportsrosetoaseasonalhigh IndiaTotalProduct