月度石油和天然气数据审查报告（英文版）-IEFVIP专享VIP免费

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2024-01-07
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Monthly Oil & Gas Data Review

Energy Security Through Dialogue

ief.org 1

December 2023

Summary findings from the latest JODI oil & gas databases update

JODI Oil update by the numbers

48 countries updated the database with the most recent October 2023 data

104%

of October 2019 levels

Oil Demand

285

Million barrels below

the 5-year avg

Crude + Product

Stocks

99%

of October 2019 levels

Crude + NGL

Production

Oil Overview: Update with Data Through Oct 2023

•Oil demand in JODI-reporting countries was at a seasonal record high for a sixth

consecutive month in October.

• Demand was up 4 mb/d year-on-year driven by gains in China and the US.

•China’s crude imports rose by 402 kb/d m/m to 11.56 mb/d and were up 1.4 mb/d from year ago levels.

•Crude oil production slipped below the five-year average in October despite a slight

month-on-month gain. Crude production was down 1.6 mb/d y/y led by a 2 mb/d y/y drop

in Saudi Arabia.

•Saudi Arabia’s crude production fell by 35 kb/d in October to 8.9 mb/d while its crude exports rose by 543

kb/d to 6.30 mb/d. Saudi Arabia’s refinery intake fell by 750 kb/d month-on-month.

•Crude and refined product inventories had a small net build in October, but they remained

285 mb below the five-year average.

/21

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MonthlyOil&GasDataReviewSummaryfindingsfromthelatestJODIoil&gasdatabasesupdateEnergySecurityThroughDialogueDecember2023ief.org1JODIOilupdatebythenumbers48countriesupdatedthedatabasewiththemostrecentOctober2023dataOilDemandCrude+NGLCrude+ProductProductionStocks104%99%285ofOctober2019levelsofOctober2019levelsMillionbarrelsbelowthe5-yearavg2OilOverview:UpdatewithDataThroughOct2023•OildemandinJODI-reportingcountrieswasataseasonalrecordhighforasixthconsecutivemonthinOctober.•Demandwasup4mb/dyear-on-yeardrivenbygainsinChinaandtheUS.•China’scrudeimportsroseby402kb/dm/mto11.56mb/dandwereup1.4mb/dfromyearagolevels.•Crudeoilproductionslippedbelowthefive-yearaverageinOctoberdespiteaslightmonth-on-monthgain.Crudeproductionwasdown1.6mb/dy/yledbya2mb/dy/ydropinSaudiArabia.•SaudiArabia’scrudeproductionfellby35kb/dinOctoberto8.9mb/dwhileitscrudeexportsroseby543kb/dto6.30mb/d.SaudiArabia’srefineryintakefellby750kb/dmonth-on-month.•CrudeandrefinedproductinventorieshadasmallnetbuildinOctober,buttheyremained285mbbelowthefive-yearaverage.3JODIGasupdatebythenumbers55countriesupdatedthedatabasewiththemostrecentOctober2023dataGasDemandGasProductionGasStocks107%105%21.1ofOctober2022levelsofOctober2022levelsBillioncubicmetresabovethe5-yearavg4GasOverview:UpdatewithDataThroughOct2023•Naturalgasproductionrosetoanall-timehighinOctoberdrivenbygainsinAustralia,Norway,andChina.•Thismonth’supdatedidnotincludegasdataforRussia.•NaturalgasdemandroseseasonallyinOctoberandwasatthetopofthe5-yearseasonalrange.•EU+UKnaturalgasdemandroseseasonallybutremainedatthebottomofthe5-yearseasonalrange.•Totalgasinventoriesincreasedseasonallyby15.6bcmmonth-on-monthandwereabovethe5-yearaverage.•EU+UKinventoriesroseby5bcminOctoberandstoodnearly99%fullattheendofthemonth.5OilHighlightsAggregatedfiguresusethetotalforcountriesthathavereporteddataeverymonthsinceJanuary20186OildemandroseslightlyinOctoberandwasataseasonalrecordhighforasixthconsecutivemonthOilProductDemand(42Countries)MillionBarrelsPerDay807570656055Range(2018-2022)2020202120222023Avg(2018-2022)MayJunSep50FebMarAprJulAugOctNovDecJanSource:IEF,JODIOil7GasolineandLPGdemandwereat5-yearseasonalhighsinOctoberGasolineDemand(39Countries)LPGDemand(32Countries)MillionBarrelsPerDayMillionBarrelsPerDay228.0207.57.0186.5166.0145.55.0124.5Range(2018-2022)202020214.0Range(2018-2022)20202021Avg(2018-2022)Jan20222023Avg(2018-2022)1020222023AugSepOctNovDecFebMarAprMayJunJulOctNovDecJanFebMarAprMayJunJulAugSepSource:IEF,JODIOilSource:IEF,JODIOil8Dieseldemandwasatthetopofthe5-yearrangeinOctoberwhilefueloildemandwasslightlyabovethe5-yearrangeDieselDemand(37Countries)FuelOilDemand(28Countries)MillionBarrelsPerDayMillionBarrelsPerDay224.5204.0183.5163.0142.5122.0Range(2018-2022)202020211.5Range(2018-2022)20202021Avg(2018-2022)Jan20222023Avg(2018-2022)20222023AugSepOctNovDecFebMarAprMayJunJulOctNovDec10JanFebMarAprMayJunJulAugSepSource:IEF,JODIOilSource:IEF,JODIOil9JetfueldemandfellmarginallyinOctoberandwas5%belowpre-COVIDlevelsJetFuelDemand(30Countries)MillionBarrelsPerDay5.04.54.03.53.02.52.01.51.00.5Range(2018-2022)2020202120222023Avg(2018-2022)0.0MayAugJanFebMarAprJunJulSepOctNovDecSource:IEF,JODIOil10Crudeproductionslippedbelowthe5-yearaveragedespiteaslightmonth-on-monthgainCrudeproductionwasdown1.6mb/dy/yledbya2mb/dy/ydropinSaudiArabiaCrudeOilProduction(28Countries)MillionBarrelsPerDay50484644424038Range(2018-2022)2020202120222023Avg(2018-2022)MayJunSep36FebMarAprJulAugOctNovDecJanSource:IEF,JODIOil11Crudeinventoriesroseby16.2mbinOctoberwhileproductinventoriesfellby13.9mbClosingStocksforCrudeOil(30Countries)ClosingStocksforTotalOilProducts(35Countries)MillionBarrelsMillionBarrels260024002500230024002200230021002200200021001900200018001900Range(2018-2022)2020AugSep20211700Range(2018-2022)2020AugSep202120222023Avg(2018-2022)20222023Avg(2018-2022)18001600JanFebMarAprMayJunJulOctNovDecJanFebMarAprMayJunJulOctNovDecSource:IEF,JODIOilSource:IEF,JODIOil12Saudicrudeproductionfellby35kb/dinOctoberwhileexportsroseby543kb/dtoa4-monthhighSaudiArabia:CrudeProductionSaudiArabia:CrudeExportsMillionBarrelsPerDayMillionBarrelsPerDay1311.01210.0119.08.0107.096.085.074.0JanFebMarAprMayJunJulAugSepOctNovDecJanFebMarAprMayJunJulAugSepOctNovDecRange(2018-2022)2020Range(2018-2022)202020212022202120222023Avg(2018-2022)2023Avg(2018-2022)Source:IEF,JODIOilSource:IEF,JODIOil13China’scrudeimportsroseby402kb/dinOctoberwhiledemandroseby175kb/dChina:CrudeOilImportsChina:TotalProductDemandMillionBarrelsPerDayMillionBarrelsPerDay14191312181110179168715614JanFebMarAprMayJunJulAugSepOctNovDec131211Range(2018-2022)20201020212022JanFebMarAprMayJunJulAugSepOctNovDec2023Avg(2018-2022)Range(2018-2022)2020Source:IEF,JODIOil202120222023Avg(2018-2022)Source:IEF,JODIOil14China’sproductexportsfellforasecondmonthbutremainedabovethe5-yearaveragewhiledieselexportsfellbelowthe5-yearaverageChina:TotalProductExportsChina:DieselExportsMillionBarrelsPerDayMillionBarrelsPerDay2.50.80.72.00.61.50.50.41.00.30.50.20.10.00.0JanFebMarAprMayJunJulAugSepOctNovDecJanFebMarAprMayJunJulAugSepOctNovDecRange(2018-2022)2020Range(2018-2022)202020212022202120222023Avg(2018-2022)2023Avg(2018-2022)Source:IEF,JODIOilSource:IEF,JODIOil15GasHighlightsAggregatedfiguresusethetotalforcountriesthathavereporteddataeverymonthsinceJanuary201816Gasproductionrosetoanall-timehighinOctoberledbygainsinAustralia,Norway,andChinaNaturalGasProduction(31Countries)BillionCubicMetres200190180170160150140130Range(2018-2022)2020202120222023Avg(2018-2022)MayJunSep120FebMarAprJulAugOctNovDecJanSource:IEF,JODIGas17NaturalgasdemandroseseasonallyinOctoberandwasatthetopofthe5-yearrangeNaturalGasGrossInlandDeliveries(43Countries)BillionCubicMetres240220200180160140120Range(2018-2022)2020202120222023Avg(2018-2022)MayJunSep100FebMarAprJulAugOctNovDecJanSource:IEF,JODIGas18Naturalgasinventoriesbuiltseasonallyby15.6bcminOctoberandremainedabovethe5-yearaverageNaturalGasClosingStocks(28Countries)BillionCubicMetres30025020015010050Range(2018-2022)2020202120222023Avg(2018-2022)JunSep0FebMarAprMayJulAugOctNovDecJanSource:IEF,JODIGas19EU+UKgasdemandremainedbelowthe5-yearseasonallevelsinOctober,helpinginventoriesendthemonthataround95%fullEU+UK:NaturalGasGrossInlandDeliveriesEU+UK:NaturalGasClosingStocksBillionCubicMetresBillionCubicMetres701206010050804060304020202020212020202021Range(2018-2022)Range(2018-2022)20222023Avg(2018-2022)20222023Avg(2018-2022)100JanFebMarAprMayJunJulAugSepOctNovDecJanFebMarAprMayJunJulAugSepOctNovDecSource:IEF,JODIGasSource:IEF,JODIGas20TheGlobalHomeofEnergyDialogueief.org21

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