Vitol称石油日需求或将骤降2000万桶

据今日油价3月25日报道，世界最大石油贸易商Vitol首席执行官拉塞尔·哈迪（Russell Hardy）在接受彭博社采访时表示，石油需求的急剧变化，加上产量的意外增加，颠覆了整个行业。

在未来几周内，石油需求在高峰时可能会骤降1500万—2000万桶。 Hardy表示，按年计算，这将导致需求下降500万桶/日。

维托尔首席执行官表示，就我们以前必须处理的任何事情而言，这都是相当巨大的。

更多的坏消息也来了。印度下令在全国范围内实施社交隔离，以应对新的病例激增，这一点很难引起人们的注意，这将转化为石油需求的进一步下降，并因此而大幅下降。

当彭博社(Bloomberg)问及油价将发展到什么地步，哈代指出，石油和石油产品的产量比世界所能消耗的要多，因此美国、欧洲和印度的库存将会增加，炼油厂将会减少产量。

他表示，到目前为止，日削减量约为700万桶。

即便如此，存储空间将填满，尤其是对于石油产品。 尽管原油还有一定的自由产能，但存储空间可能会很快装满，从而给价格带来更多压力。

石油分析公司OilX于本周早些时候计算出，全球储存的原油约有7.5亿桶，分析师预计这一数字将增至10亿桶。

虽然他拒绝提出布伦特和西德克萨斯中质原油的具体价格，但Vitol的Hardy表示，这两个基准在未来几周内可能会进一步下降，因为处于封锁状态的国家正在着手解决新的远程工作现实，这一现实正在使全球石油需求大幅减少。

在撰写本文时，布伦特原油交易价格为每桶28.84美元，WTI原油交易价格为每桶23.49美元，较周二收盘价均下跌。

郝芬 译自 今日油价

原文如下：

World’s Largest Oil Trader Says Demand Could Plummet By 20 Million Bpd

A dramatic change in oil demand coupled with an unexpected increase in production has upended the industry, Vitol’s chief executive Russell Hardy told Bloomberg in an interview.

At its peak, oil demand could slump by 15 to 20 million bpd over the next few weeks. On an annual basis, Hardy said, this would contribute to a demand decline of 5 million bpd.

“It’s pretty huge in terms of anything we’ve had to deal with before,” Vitol’s chief executive said.

More bad news is coming, too. India’s Prime Minister Narendra Modi just ordered a nationwide lockdown in response to a spike in new coronavirus cases, which, hardy noted, will translate into a further decline in oil demand, and a substantial one, at that.

Asked by Bloomberg about where oil prices will be going from here, Hardy noted that more oil and oil products were being churned out than the world can consume, so stockpiles in the U.S., Europe, and India will rise, with refineries cutting output.

So far, he said, the cuts amount to about 7 million bpd.

Even so, storage is filling up, especially for oil products. While there is some free capacity yet for crude oil, it will likely fill up fast, putting additional pressure on prices.

Oil analytics firm OilX earlier this week calculated there are about 750 million barrels of crude in storage globally, with analysts expecting this to rise to as much as 1 billion barrels.

While he declined to suggest a specific price for Brent and West Texas Intermediate, Vitol’s Hardy said that both benchmarks were likely to fall further over the next few weeks as countries on lockdown come to grips with the new remote-work reality that is taking a substantial chunk out of global oil demand.

At the time of writing, Brent crude was trading at $28.84 a barrel, with WTI at $23.49 a barrel, both down from Tuesday’s close.