IEF-2024年8月度石油和天然气数据审查（英）

MonthlyOil&GasDataReview

SummaryfindingsfromthelatestJODIoil&gasdatabasesupdate

August2024

EnergySecurityThroughDialogue1

2

JODIOilupdatebythenumbers:Month-on-Month43countriesupdatedthedatabasewiththemostrecentJune2024data

OilDemand

+1.49mb/d

vs.May2024

RefineryIntake

+12.2kb/d

vs.May2024

CrudeProduction

+106kb/d

vs.May2024

CrudeInventories

-5.7mb

vs.May2024

NGLProduction

-52.1kb/d

vs.May2024

ProductInventories

+53.1mb

vs.May2024

3

JODIOilupdatebythenumbers:Year-on-Year

43countriesupdatedthedatabasewiththemostrecentJune2024data

OilDemand

+0.91mb/d

vs.June2023

RefineryIntake

+0.63mb/d

vs.June2023

CrudeProduction

+55kb/d

vs.June2023

CrudeInventories

-233mb

vs.5-yearaverage

NGLProduction

+399kb/d

vs.June2023

ProductInventories

+26.3mb

vs.5-yearaverage

4

OilOverview:UpdatewithDataThroughJune2024

•OildemandinJODI-reportingcountriesroseby1.49mb/dinJuneandwasup0.9mb/dyear-on-year.

•Themonth-on-monthgaincontinuedtobedrivenmainlybygasoline,jetfuelandkerosenedemand.Gasolinedemandhitanew5-yearseasonalrecordhigh.

•DieselandLPGdemandbothfellmonth-on-month.Dieseldemandwasdownby0.1kb/dm/mandby0.91mb/dy/ywhileLPGwasdownby58.8kb/dm/mandby24.4kb/dy/y.

•Crudeoilproductionroseby106kb/dinJunedrivenmainlybyhigherproductionfromCanada,NorwayandtheUnitedStates.

•Crudeproductionwasupby55kb/dy/y.KuwaitCrudeproductionwasdownby135kb/dy/ywhiletheUSgainedy/y344kb/d.SaudiArabiaCrudeproductiondatawasnotavailableforJune.

•NorwayCrudeproductionwasslightlyupby47.4kb/dinJunetosettleat1.75mb/dwhileitscrudeexportsweredownby208kb/d,m/m.

•Crudeinventoriesretractedby5.7mbinJuneandwere233mbbelowthe5-yearaverage.Productinventoriesroseby53.1mbm/m,settlingat26.3mbabovethe5-yearaverage.

5

JODIGasupdatebythenumbers

45countriesupdatedthedatabasewiththemostrecentJune2024data

GasDemand

+7.6bcm

vs.June2023

GasDemand

+4.2bcm

vs.May2024

GasProduction

+6.2bcm

vs.June2023

GasProduction

+0.7bcm

vs.May2024

GasInventories

+32.1bcm

vs.5-yearaverage

GasInventories

+14.3bcm

vs.May2024

6

GasOverview:UpdatewithDataThroughJune2024

•NaturalgasproductionroseinJuneby0.7bcmandby3.5%year-on-year.

•Theyear-on-yeargainwasdrivenbyNigeria,theUnitedStatesandCanada.

•NaturalgasdemandroseinJunem/mby4.2bcmandremainedata5-yearseasonalhigh.

•EU+UKnaturalgasdemandfellby1.3bcmm/mandsettlingata5-yearseasonallow.

•TotalgasinventoriesroseinJuneby14.4bcm,settlingata5-yearseasonalhigh.

•EU+UKinventoriesroseby7.3bcmmonth-on-monthandsettledat12.3%higherthanthe5yearaverage.

OilHighlights

*AggregatedfiguresusethetotalforcountriesthathavereporteddataeverymonthsinceMarch2018

7

8

Oildemandroseby1.49mb/dm/minJune,and1.7%y/y

9

GasolinedemandwasataseasonalhighinJunewhiledieseldemandwasdownby0.9mb/dy/y

10

JetfueldemandwasupinJuneby44.5kb/dm/mandby134.6kb/dy/y

11

Crudeproductionroseby106.3kb/dy/yinJunewhileNGLproductionwasdownby52.1kb/dy/y

12

Crudeinventoriesweredownby5.7mbinJunewhileproductinventoriesroseby53.1mbm/m

13

Norway’scrudeproductionroseby47.4kb/dinJunem/mwhileoilexportsweredownby208kb/d

14

SouthKorea’srefineryrunsweredownby144.1kb/dinJunem/mandcrudeimportsby273.9kb/d

15

Japan’scrudeimportsfellby125kb/dinJunem/mandrefineryrunsby286.6kb/d

16

India’stotalproductdemandroseby40kb/dinJunem/mwhileitsproductexportsweredownby244kb/d

GasHighlights

*AggregatedfiguresusethetotalforcountriesthathavereporteddataeverymonthsinceMarch2018

17

18

Gasproductionroseby0.7bcminJuneand3.5%y/y

19

NaturalgasdemandinJunecontinuedtosurpassthe5-yearseasonallevels

20

Naturalgasinventoriesroseby14.4bcminJuneandcon