咨询机构Energy Aspects报告称，中国炼油商对沙特阿拉伯的石油需求正在减少，这可能意味着随着更多俄罗斯原油供应的增加，全球石油供应将重新洗牌。鉴于乌拉尔原油与中东同类原油相比仍是“最具竞争力”的原油，中国的兴趣正在升温。🗒️沙特阿美对中国炼油厂的供应配额显示，9月份将向中国出口约4300万桶原油，即143万桶/日，低于8月的165万桶/日。 ...

Demand Forecast - OPEC expects global oil demand to increase by approximately 19% to nearly 123 million barrels per day by 2050 [1]

Joining us now is Arjun Mertie. He is partner for energy macro and policy at energy consultancy Veritin and former equity analyst at Goldman Sachs. Arjun, welcome.So does lawyer lower oil today just reflect that investors believe Iran has been defanged. I think that's right. I mean, keep in mind, we probably had built as much as a 15 to20 dollar per barrel premium in oil over the last week versus where we were trading pre-Israel Iran and we're now in the process of eliminating that and I think the market is ...

I think the best traders of oil are the Chinese. And so they're the real, you know, the power underneath this all is that is their buying of Iranian crude. They put the bid on oil. They put the bid on Iranian oil so that they're the main buyer by far.You know, 80% of Iranian oil is a lot of it actually goes to Malaysia and then is re flagged. So you see that Malaysia exports more oil to China than it produces oil. So it's obviously smuggled.And basically the other manipulation is the White House turning the ...

The latest forecasts from the IEA this morning. What are they saying, particularly about China, the demand from the world's second largest economy. Yeah, they're bringing forward their estimate for when they think Chinese crude oil demand is going to peak.So they're saying oil demand peaking in China in about 2027. So that's earlier. And then in general, 2030, global crude oil demand peaking.And this has been a discussion in the oil market going back and forth because you'll have countries like those in OPE ...