IEF-月度石油和天然气数据审查（英）

Monthly

Oil

&

Gas

Data

ReviewSummary

findings

from

the

latest

JODI

oil

&

gas

databases

updateJuly2023Energy

Security

Through

Dialogueief.org1JODI

Oil

update

by

the

numbers51

countries

updated

the

database

with

the

mostrecentMay2023

dataCrude

+

NGLProductionCrude

+

ProductStocksOil

Demand105%

99%

350Million

barrels

belowthe

5-year

avgofMay2019

levelsofMay2019

levels2Oil

Overview:

Update

with

Data

Through

May

2023•

Oildemand

inJODI-reporting

countries

rose

by

more

than

3

mb/d

month-on-month

inMay

and

approached

March’s

record

highlevel.•

The

month-on-month

gainwas

drivenbyChina,India,Saudi

Arabia,and

the

US.•

China’s

totalproduct

demandincreasedby1.7

mb/d

month-on-month

to

17.37

mb/d

–

the

second-highestlevel

everreported

forthe

country

inJODI.•

Gasoline,diesel,

fueloil,

and

LPGdemand

were

all

at

record

seasonalhighs.•

Global

crude

oilproduction

decreased

by

0.8

mb/d

inMay

driven

by

lower

production

inSaudi

Arabia,

Canada,

and

the

US.

Notably,thismonth’s

update

didnot

include

May

oildata

for

Russia.•

Saudicrude

productionfellby502kb/d

to

9.96

mb/d

while

itscrude

exports

dropped

by388

kb/dto

6.93mb/d.•

Crude

and

refined

product

inventories

had

anet

buildby

22

mb

inMay,

but

they

remained350

mb

below

the

five-yearaverage.3JODI

Gas

update

by

the

numbers53countries

updated

the

database

withthe

mostrecentMay2023

dataGas

DemandGas

ProductionGas

Stocks102%

99%

36.9Billion

cubic

metresabove

the

5-year

avgofMay2022

levelsofMay2022

levels4Gas

Overview:

Update

with

Data

Through

May

2023•

Global

natural

gas

demand

declined

seasonally

inMay

by

10.4

bcm.•

EU+UK

natural

gasdemand

declined

by7.4

bcm

andwas

~17

percent

below

seasonalaverage

levels.•

Global

natural

gas

production

fellby

2.1

bcm

month-on-month

ledby

a

decline

in

Norway.•

Total

gas

inventories

increased

by

23.3

bcm

month-on-month.•

EU+UK

inventoriesrose

by9.2

bcminMayand

stoodaround

70

percent

fullat

the

end

of

themonth.5Oil

Highlights*Aggregatedfiguresuse

the

totalfor

countriesthat

havereporteddataevery

monthsinceJanuary20186Oil

demand

rose

by

3

mb/d

in

May

to

stand

nearMarch’s

record

highThe

month-on-month

gain

was

driven

by

China,

India,

Saudi

Arabia,

and

the

USOil

Product

Demand

(44

Countries)Million

Barrels

Per

Day7570656055Range(2018-2022)Feb

Mar2020May2021Jun20222023SepAvg(2018-2022)Oct

Nov50JanAprJulAugDecSource:

IEF,

JODIOil7Gasoline

and

diesel

demand

were

at

record

seasonalhighs

in

MayGasolineDemand

(41

Countries)Diesel

Demand

(39

Countries)Million

Barrels

Per

DayMillion

Barrels

Per

Day212120191817161514131211102019181716151413Range(2018-2022)2022202020222021Avg(2018-2022)Range(2018-2022)2022202020232021Avg(2018-2022)Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

DecJan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

DecSource:

IEF,

JODIOilSource:

IEF,

JODIOil8Fuel

oil

demand

fell

month-on-month

while

LPGdemand

remained

flatFuel

Oil

Demand

(27

Countries)LPG

Demand

(32

Countries)Million

Barrels

Per

DayMillion

Barrels

Per

Day4.254.003.753.503.253.002.752.502.252.008.07.57.06.56.05.55.04.5Range(2018-2022)2022202020232021Avg(2018-2022)Range(2018-2022)2022202020232021Avg(2018-2022)1.75Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

DecJan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

DecSource:

IEF,

JODIOilSource:

IEF,

JODIOil9Jet

fuel

demand

inched

higher

in

May,

but

was

still9%

below

pre-COVID

levelsJet

Fuel

Demand

(33

Countries)Million

Barrels

Per

Day5.04.54.03.53.02.52.01.51.00.50.0Range(2018-2022)Mar2020May20212022AugAvg(2018-2022)Sep

Oct2023JanFebAprJunJulNovDecSource:

IEF,

JODIOil10Crude

production

declines

in

May

were

led

by

SaudiArabia,

Canada,

Norway,

and

the

USCrude

Oil

Production(29

Countries)Million

Barrels

Per

Day4846444240383634Range(2018-2022)Feb

Mar2020May2021Jun20222023SepAvg(2018-2022)Oct

Nov32JanAprJulAugDecSource:

IEF,

JODIOil11Crude

inventories

fell

by

10

mb

in

May

while

productinventories

rose

by

32

mbClosingStocks

for

Crude

Oil

(35

Countries)ClosingStocks

for

Total

Oil

Products

(39

Countries)Million

BarrelsMillion

Barrels2700260025002400230022002100200024002300220021002000190018001700Range(2018-2022)202220202023202116001500Range(2018-2022)2022202020232021Avg(2018-2022)Avg(2018-2022)1900Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

DecJan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

DecSource:

IEF,

JODIOilSource:

IEF,

JODIOil12Saudi

crude

production

fell

by

502

kb/d

in

May

whilecrude

exports

dropped

by

388

kb/dSaudi

Arabia:

Crude

ProductionSaudi

Arabia:

Crude

ExportsMillion

Barrels

Per

DayMillion

Barrels

Per

Day13.012.011.010.09.011.010.09.08.07.08.06.07.05.06.04.0Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

DecJan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

DecRange(2018-2022)2020Range(2018-2022)2021202320202022Avg(2018-2022)202120232022Avg(2018-2022)Source:

IEF,

JODIOilSource:

IEF,

JODIOil13Saudi

Arabia’s

direct

use

of

crude

oil

rose

by

89

kb/din

MaySaudi

Arabia:

Direct

Crude

BurnThousand

Barrels

PerDay800700600500400300200JanFebMarAprMay2020JunJulAugSepOctNovDecRange(2018-2022)202120222023Avg(2018-2022)Source:

IEF,

JODIOil14Chinese

demand

soared

1.7

mb/d

in

May

to

thesecond-highest

level

on

recordChina:

Total

Product

DemandMillion

Barrels

Per

Day181716151413121110JanFebMarAprMayJun2021JulAug2022SepOctNovDecRange(2018-2022)20202023Avg(2018-2022)Source:

IEF,

JODIOil15Chinese

diesel

demand

fell

slightly

but

was

still

up775

kb/d

y/yChina’s

kerosene

demand

(including

jet

fuel)rose

to

a23-month

high

but

remained

below

2021

levelsChina:

Diesel

DemandChina:

Kerosene

DemandMillion

Barrels

Per

DayThousand

Barrels

PerDay4.5120010008004.03.53.02.52.01.51.06004002000Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

DecJan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

DecRange(2018-2022)202120232020Range(2018-2022)20202021202220222023Avg(2018-2022)Avg(2018-2022)Source:

IEF,

JODIOilSource:

IEF,

JODIOil16China’s

crude

imports

rose

1.8

mb/d

while

itsproduct

exports

rose

by

249

kb/dChina:

Crude

Oil

ImportsChina:

Total

Product

ExportsMillion

Barrels

Per

DayMillion

Barrels

Per

Day142.51312111092.01.51.00.50.0876Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

DecJan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

DecRange(2018-2022)2021202320202022Avg(2018-2022)Range(2018-2022)2021202320202022Avg(2018-2022)Source:

IEF,

JODIOilSource:

IEF,

JODIOil17Indian

demand

was

up

~470

kb/d

y/y

in

May;

Crudeimports

fell

slightly

but

was

at

the

5-year

seasonalhighIndia:Crude

ImportsIndia:Total

Product

DemandMillion

Barrels

Per

DayMillion

Barrels

Per

Day5.55.85.34.84.33.83.32.82.35.04.54.03.53.02.5Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

DecJan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

DecRange(2018-2022)2020Range(2018-2022)2020202120232022Avg(2018-2022)202120232022Avg(2018-2022)Source:

IEF,

JODIOilSource:

IEF,

JODIOil18Gas

Highlights*Aggregatedfiguresuse

the

totalfor

countriesthat

havereporteddataevery

monthsinceJanuary201819Gas

production

declined

slightly

in

May

led

by

a

dropin

Norway’s

outputNatural

Gas

Production(32

Countries)BillionCubic

Metres190180170160150140130Range(2018-2022)Feb

Mar20202021Jun20222023SepAvg(2018-2022)Oct

Nov120JanAprMayJulAugDecSource:

IEF,

JODIGas20Natural

gas

demand

declined

by

10.4

bcm

in

May,

butremained

near

a

seasonal

highNatural

Gas

Gross

InlandDeliveries(42

Countries)BillionCubic

Metres240220200180160140120100JanFebMarAprMayJunJulAug2022Sep2023OctNovDecRange(2018-2022)20202021Avg(2018-2022)Source:

IEF,

JODIGas21Natur