據(jù)鉆機(jī)地帶7月12日?qǐng)?bào)道，在所有石油消費(fèi)經(jīng)濟(jì)體中，由于產(chǎn)品供應(yīng)緊張和汽油價(jià)格高企，石油消費(fèi)應(yīng)力線正在繼續(xù)形成。

這是根據(jù)能源和環(huán)境地理分析公司Kayrros發(fā)布的一份新的市場(chǎng)報(bào)告得出的，該報(bào)告強(qiáng)調(diào)美國(guó)的柴油需求和汽油需求已經(jīng)下滑。

Kayrros在周末發(fā)給Rigzone的通知中表示，美國(guó)的柴油需求，在疫情期間從網(wǎng)上購(gòu)物中受益匪淺，長(zhǎng)期以來(lái)似乎不受價(jià)格上漲的影響，上周下降到低于一年前的水平，與最近報(bào)告的主要零售商的網(wǎng)上訂單增長(zhǎng)下降一致。并補(bǔ)充道，美國(guó)的汽油需求顯示出更明顯的疲軟跡象。美國(guó)公路客運(yùn)量在5月底之前一直異常強(qiáng)勁，但自陣亡將士紀(jì)念日周末（傳統(tǒng)上被視為駕駛高峰期的開(kāi)始）前后以來(lái)，一直低于去年的水平。

根據(jù)一張概述美國(guó)道路汽油消費(fèi)量的圖表，這張圖表也包含在報(bào)告中，其中還包括2019年的數(shù)據(jù)，在最近一次同比下降之前，上一次汽油需求低于去年水平也是在4月份。

Kayrros在報(bào)告中總結(jié)道，近期美國(guó)最終用戶汽油需求增長(zhǎng)放緩是在“較高的基線”以及美國(guó)汽油庫(kù)存“處于七年低點(diǎn)”的背景下發(fā)生的。

在本月早些時(shí)候發(fā)給Rigzone的另一份市場(chǎng)報(bào)告中，Kayrros指出，美國(guó)的夏季駕駛季開(kāi)始緩慢。

根據(jù)美國(guó)AAA天然氣價(jià)格網(wǎng)站的數(shù)據(jù)顯示，7月12日，美國(guó)常規(guī)汽油均價(jià)為每加侖4.655美元。根據(jù)AAA網(wǎng)站顯示，昨天的平均價(jià)格為每加侖4.678美元，一周前的平均價(jià)為每升4.800美元，上個(gè)月的平均值為每汽油5.010美元，而一年前平均值是每加侖3.147美元。根據(jù)該網(wǎng)站的數(shù)據(jù)顯示，常規(guī)汽油的最高紀(jì)錄平均價(jià)格出現(xiàn)在6月14日，為每加侖5.016美元。

根據(jù)AAA網(wǎng)站顯示，截至7月12日，美國(guó)柴油平均價(jià)格為每加侖5.625美元。昨天的平均價(jià)格為5.642美元/加侖，一周前的平均值為5.726美元每加侖，根據(jù)AAA網(wǎng)站的數(shù)據(jù)，一個(gè)月前的平均價(jià)格為每加侖5.771美元，而一年前平均價(jià)格是每加侖3.265美元。該網(wǎng)站指出，柴油的最高平均價(jià)格紀(jì)錄出現(xiàn)在6月19日，為5.816美元。

郝芬 譯自 鉆機(jī)地帶

原文如下：

USA Diesel and Gasoline Demand Slip

Across oil-consuming economies, stress lines in oil consumption are continuing to form amid tight product supplies and high pump prices.

That’s according to a new market note from energy and environmental geo-analytics company Kayrros, which highlighted that U.S. diesel demand and U.S. gasoline demand had slipped.

“U.S. diesel demand, which had strongly benefited from online shopping during Covid and had long seemed impervious to rising prices, last week slipped below year-ago levels, in line with recent reports of sagging growth in online orders from major retailers,” Kayrros stated in the note, which was sent to Rigzone over the weekend.

“U.S. gasoline demand shows even clearer signs of losing steam. U.S. passenger road transportation has been exceptionally strong until late May but has remained consistently below last year’s level since around Memorial Day weekend, traditionally seen as the kickoff of the peak driving season,” Kayrros added.

According to a graph outlining on-road gasoline consumption in the U.S., which was also included in the note and which also included data stretching back to 2019, prior to the latest stretch of year on year declines, the last time gasoline demand slipped below last year’s levels was also in April.

In the note, Kayrros conceded that the recent slowdown in U.S. end-user gasoline demand growth occurs from a “high baseline” and against the backdrop of U.S. gasoline inventories “reported at seven-year lows”. 

Kayrros also stated in the note that its measurements of end-user gasoline demand had been consistently higher than U.S. official estimates of gasoline deliveries into secondary storage and said tight gasoline inventories appear consistent with Kayrros estimates.

In a separate market note sent to Rigzone earlier this month, Kayrros outlined that the U.S. summer driving season was off to a slow start.

The average price of regular gasoline in the U.S. was $4.655 per gallon on July 12, according to the AAA gas prices website. Yesterday’s average was $4.678 per gallon, the week ago average was $4.800 per gallon, the month ago average was $5.010 per gallon and the year ago average was $3.147 per gallon, the AAA site showed. The highest recorded average price for regular gasoline was seen on June 14 at $5.016 per gallon, according to the site.

Average diesel prices in the U.S., as of July 12, came in at $5.625 per gallon, the AAA site showed. Yesterday’s average was $5.642 per gallon, the week ago average was $5.726 per gallon, the month ago average was $5.771 per gallon and the year ago average was $3.265 per gallon, according to the AAA site, which outlined that the highest recorded average price of diesel was seen on June 19 at $5.816 per gallon.