克普勒：亚洲石油产品需求疲软甚至面临零增长局面

Group 1: Asia Oil Demand Trends - The demand for oil products in Asia is showing signs of weakness and is expected to continue into next year, with a potential for zero growth in oil product demand [1] - Key factors driving the current fuel demand trend include weakened consumer confidence and the rise of electric vehicles [1] - Analysts predict that oil product demand in the Asia-Pacific region will experience zero growth this year due to oversupply in petrochemical capacity, slowing regional economic growth, aging population, and improved fuel efficiency [1] Group 2: Natural Gas Demand Outlook - The outlook for natural gas demand in Asia is significantly better than that for crude oil, with no predictions indicating that electric vehicles will weaken natural gas demand [1] - A Morgan Stanley forecast suggests that natural gas demand in Asia will grow at an annual rate of 5%, surpassing growth rates in Europe and the U.S. [1] - Natural gas is expected to play a crucial role in meeting the increasing global demand for electrification, becoming a pillar of energy security [1] Group 3: Europe Oil Demand Dynamics - In contrast to Asia, Europe is experiencing unexpected strong growth in oil product demand, with gasoline and aviation fuel demand expected to rise despite the push for electric vehicles [2] - The International Air Transport Association (IATA) has warned of an aviation fuel shortage in Europe due to reduced domestic supply and stable demand growth [2] - The closure of refineries in Europe, driven by stricter environmental regulations, has led to a decline in aviation fuel production and increased reliance on imports [2] Group 4: North America Oil Demand Stability - While U.S. fuel demand is not expected to see significant growth, it is projected to remain stable, driven by winter heating needs and steady air travel demand [2] - However, a decline in gasoline demand is anticipated by 2026, and diesel demand may face pressure due to tariffs impacting freight activities [2]