IEF-2024年9月度石油和天然气数据审查（英）

Monthly Oil & Gas Data ReviewEnergy Security Through Dialogueief.org1September 2024 Summary findings from the latest JODI oil & gas databases updateUpdatedJODI Oil update by the numbers: Month-on-Month47 countries updated the database with the most recent July 2024 data 2+0.56mb/dvs. June 2024Oil Demand-687kb/dvs. June 2024Refinery Intake+501kb/dvs. June 2024Crude Production-12.5mbvs. June 2024Crude Inventories+44kb/dvs. June 2024NGL Production+46.6mbvs. June 2024Product InventoriesJODI Oil update by the numbers: Year-on-Year47 countries updated the database with the most recent July 2024 data 3+1.74mb/dvs. July 2023Oil Demand-761kb/dvs. July 2023Refinery Intake+454kb/dvs. July 2023Crude Production-255mbvs. 5-year averageCrude Inventories+473kb/dvs. July 2023NGL Production+18.6mbvs. 5-year averageProduct InventoriesOil Overview: Update with Data Through July 2024• Oil demand in JODI-reporting countries rose by 0.56 mb/d in July and was up 1.74 mb/d year-on-year.• The month-on-month gain is mainly driven by gasoline seasonal demand, which recorded a new 5-year historical level. • The monthly LPG demand gained 87 kb/d, whereas Jet fuel demand was up by 65 kb/d and Kerosene by 35 kb/d m/m.• Diesel in parallel, recorded a significant decrease of 0.9 mb/d m/m to settle at 14.6 mb/d in July. • Crude oil production rose by 501 kb/d in July driven mainly by higher production from Norway, Saudi Arabia, the United Kingdom and the United States. • July Crude oil production was higher by 454 kb/d y/y. Canada Crude production was up by 233 kb/d y/y while the US gained 384 kb/d y/y. • Saudi Arabia Crude production in July was up by 111 kb/d m/m to settle at 8.9 mb/d. The crude exports were down by 306 kb/d to 5.7 mb/d.• Norway Crude production settled in July at 1.84 mb/d gaining 121.2 kb/d m/m. The exports reached ~1.7 mb/d and were up by ~57 kb/d, m/m.• Crude inventories retracted by 12.5 mb in July, settling at 255 mb below the 5-year average. Product inventories rose by 46.6 mb m/m and were up by 18.6 mb above the 5-year average.4JODI Gas update by the numbers45 countries updated the database with the most recent July 2024 data 5+0.2bcmvs. July 2023Gas Demand+12.9bcmvs. June 2024Gas Demand-1.2bcmvs. July 2023Gas Production+4.7bcmvs. June 2024Gas Production+28.1bcmvs. 5-year averageGas Inventories+9.7bcmvs. June 2024Gas InventoriesGas Overview: Update with Data Through July 2024• Natural gas production rose in July by 4.7 bcm month-on-month and was down by 1.2 bcm year-on-year.•The year-on-year decrease was notably driven by the United States, Egypt, Indonesia, the United Kingdom, and Canada.• Natural gas demand rose in July by 12.9 bcm m/m, settling at higher than the 5-year seasonal average. •EU+UK natural gas demand rose by 1.3 bcm m/m to settle at 200.1 bcm.• Total gas inventories rose in July by 9.7 bcm m/m, recording new historical levels in comparison to the last 5-year seasonal period.•EU+UK inventories rose by 7.1 bcm month-on-month and by 0.38 b