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IEA月报:到本世纪末,全球石油需求预计将稳定在大约1.055亿桶/日左右。
news flash· 2025-06-17 08:08
IEA月报:到本世纪末,全球石油需求预计将稳定在大约1.055亿桶/日左右。 ...
IEA月报:对可燃化石燃料(不包括石化原料和生物燃料)的石油需求现在可能最早在2027年达到峰值。
news flash· 2025-06-17 08:08
Core Insights - The International Energy Agency (IEA) reports that the demand for combustible fossil fuels, excluding petrochemical feedstocks and biofuels, is expected to peak as early as 2027 [1] Group 1 - The IEA's monthly report indicates a significant shift in the timeline for fossil fuel demand, suggesting a peak in oil demand could occur sooner than previously anticipated [1] - The report emphasizes the exclusion of petrochemical feedstocks and biofuels from the fossil fuel demand analysis, focusing solely on combustible fossil fuels [1]
泰国能源部:正密切关注以色列和伊朗对石油供应的影响。
news flash· 2025-06-17 05:54
泰国能源部:正密切关注以色列和伊朗对石油供应的影响。 ...
巨震10%!国际油价高开低走,中东局势升级风险可控?
Di Yi Cai Jing· 2025-06-17 00:21
Core Viewpoint - The ongoing conflict between Israel and Iran has led to significant fluctuations in international oil prices, raising concerns about potential disruptions in oil supply and the role of OPEC in filling any production gaps [1][2][5]. Group 1: Oil Price Movements - International oil prices surged over 13% following Israel's attack on Iran, reaching a new high for the year, but later experienced a decline, reflecting market uncertainty regarding the Middle East situation [2][3]. - Approximately 20% of global oil consumption, equating to about 18 to 19 million barrels per day, is transported through the Strait of Hormuz, making it a critical chokepoint for oil supply [2]. Group 2: OPEC's Role and Production Capacity - OPEC's latest market report maintains its forecast for global oil demand growth at 1.29 million barrels per day for this year and 1.28 million barrels per day for next year, driven by strong air travel and road traffic [5]. - OPEC+ producers have the capacity to increase production to offset any potential disruptions, with remaining capacity roughly equivalent to Iran's current production of about 3.3 million barrels per day [5]. - The next OPEC+ meeting is scheduled for July 6, where members are expected to agree on further production increases to regain market share [6]. Group 3: Geopolitical Tensions and Supply Risks - The conflict has raised concerns about the potential for broader regional warfare, which could threaten energy infrastructure, although current production and export capabilities remain unaffected [3][4]. - Analysts warn that any disruption in Iranian oil exports could lead to increased global shipping and insurance costs, impacting refinery margins, particularly in Asia [5].
伊以冲突对霍尔木兹地区石油流量影响不大
news flash· 2025-06-16 15:22
金十数据6月16日讯,通过霍尔木兹海峡的货物运输略有下降,但到目前为止,主要石油基础设施没有 受到重大干扰,这缓解了对伊朗和以色列之间持续冲突的一些最严重的担忧。联合海事信息中心周一表 示,6月15日有111艘货船通过霍尔木兹,低于6月12日的116艘。 伊以冲突对霍尔木兹地区石油流量影响不大 ...
乌克兰总统泽连斯基:计划在七国集团峰会期间讨论冻结俄罗斯资产以及对石油设定价格上限的问题。
news flash· 2025-06-16 13:34
Group 1 - The core focus of the article is on Ukrainian President Zelensky's intention to discuss the freezing of Russian assets and the establishment of a price cap on oil during the G7 summit [1] Group 2 - The discussion on freezing Russian assets is aimed at increasing pressure on Russia amid ongoing geopolitical tensions [1] - Setting a price cap on oil is part of broader efforts to manage energy prices and reduce revenue streams for Russia [1]
惠誉将全球石油天然气行业的前景下调至“恶化”
财富FORTUNE· 2025-06-16 12:33
5月,美国总统唐纳德·特朗普与沙特王储穆罕默德·本·萨勒曼在利雅得会晤。图片来源:Win McNamee—Getty Images 当然,第三大信用评级机构穆迪(Moody's)也在5月与标普和惠誉步调一致,逾百年来首次将美国主权 信用评级从最高的"Aaa"级下调,而关税战成为了压垮骆驼的最后一根稻草。 惠誉评级(Fitch Ratings)于6月11日发布的报告称,受关税战、石油需求增长放缓以及欧佩克 (OPEC)和其他国家增产的影响,全球经济面临不确定性,石油和天然气行业已进入新的恶化状态。 惠誉决定将化石燃料行业2025年的前景展望从"中性"下调为"恶化",这是基于全球宏观经济状况,特别 是四月初遭遇的双重打击:特朗普总统宣布加征关税,以及欧佩克及其关键盟友在多年自我限产之后决 定增产原油。 然而,惠誉强调,只要此次行业评级下调持续时间较短,大多数美国油气公司受到的影响有限,因为它 们进入此轮波动期时,平均资产负债表更为健康,债务水平较低。 惠誉在报告中指出:"关税紧张局势已有所缓和,然而,关税税率最终将稳定在何种水平,以及已实施 关税所产生的影响,仍将是我们宏观经济预测的关键因素,这会导致石油消费增幅 ...
瑞银:与以往的石油危机不同,此次冲突对供应构成的风险很小,伊朗仅占全球石油产量的1.6%,且未报告任何供应中断。
news flash· 2025-06-16 12:31
Core Viewpoint - The current conflict poses minimal risk to oil supply, differing from previous oil crises, as Iran accounts for only 1.6% of global oil production and has not reported any supply disruptions [1] Industry Summary - Iran's contribution to global oil production is limited to 1.6%, indicating that its geopolitical issues may not significantly impact overall supply levels [1] - There have been no reported supply interruptions from Iran, suggesting stability in the oil market despite ongoing conflicts [1]
没有G7的支持,欧盟不会降低俄油价格上限
news flash· 2025-06-16 12:27
没有G7的支持,欧盟不会降低俄油价格上限 金十数据6月16日讯,消息人士表示,欧盟不会单方面将俄罗斯石油的价格上限从60美元降至45美元, 且这一举措不太可能得到G7集团的支持。欧盟第18轮对俄制裁草案中包含了下调俄罗斯油价上限的建 议。欧盟委员会主席冯德莱恩已经表示,任何降低俄罗斯石油价格上限的决定都必须与G7集团合作伙 伴共同做出,并将在即将在加拿大举行的G7集团峰会上进行讨论。 (乌克兰真理报) ...