IEF-2023年6月度石油和天然气数据审查（英）.pdf

Monthly Oil Crude imports fell slightly but remained above the 5-year seasonal high 6 0.0 1.0 2.0 3.0 4.0 5.0 6.0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Range (2018-2022) 2020 2021 2022 2023 Avg (2018-2022) India: Crude Imports Million Barrels Per Day Source: IEF, JODI Oil 0.0 1.0 2.0 3.0 4.0 5.0 6.0 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Range (2018-2022) 2020 2021 2022 2023 Avg (2018-2022) India: Total Product Demand Million Barrels Per Day Source: IEF, JODI OilKorea’s total product demand and product exports plunged in April 7 0.80 0.90 1.00 1.10 1.20 1.30 1.40 1.50 1.60 1.70 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Range (2018-2022) 2020 2021 2022 2023 Avg (2018-2022) Korea: Product Exports Million Barrels Per Day Source: IEF, JODI Oil 2.00 2.20 2.40 2.60 2.80 3.00 3.20 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Range (2018-2022) 2020 2021 2022 2023 Avg (2018-2022) Korea: Total Product Demand Million Barrels Per Day Source: IEF, JODI OilJapan’s total product demand fell seasonally in April and its crude inventories jumped to an 11-month high 8 1.60 2.10 2.60 3.10 3.60 4.10 4.60 5.10 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Range (2018-2022) 2020 2021 2022 2023 Avg (2018-2022) Japan: Total Product Demand Million Barrels Per Day Source: IEF, JODI Oil 300 320 340 360 380 400 420 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Range (2018-2022) 2020 2021 2022 2023 Avg (2018-2022) Japan: Crude Inventories Million Barrels Source: IEF, JODI OilGas Highlights 9 *Aggregated figures use the total for countries that have reported data every month since April 2018Gas production declined by 8.3 bcm in April led by a 5.6 bcm drop in Russian output 160 170 180 190 200 210 220 230 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Range (2018-2022) 2020 2021 2022 2023 Avg (2018-2022) Natural Gas Production (32 Countries) Billion Cubic Metres Source: IEF, JODI Gas 10 20 30 40 50 60 70 80 90 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Range (2018-2022) 2020 2021 2022 2023 Avg (2018-2022) Russia Natural Gas Production Billion Cubic Metres Source: IEF, JODI Gas Source: IEF, JODI GasNatural gas demand declined by 29.2 bcm in April, less than the seasonal average decline of 35 bcm 100 120 140 160 180 200 220 240 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Range (2018-2022) 2020 2021 2022 2023 Avg (2018-2022) Natural Gas Gross Inland Deliveries (44 Countries) Billion Cubic Metres Source: IEF, JODI Gas 11Natural gas inventories built seasonally by 11.9 bcm in April and remained near the top of the 5-year range 0 50 100 150 200 250 300 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Range (2018-2022) 2020 2021 2022 2023 Avg (2018-2022) Natural Gas Closing Stocks (28 Countries) Billion Cubic Metres Source: IEF, JODI Gas 12EU+UK gas demand was below the seasonal average levels in April, but inventories built at a slower pace than usual (+3.1 bcm vs. historical +4.8 bcm) 13 10 20 30 40 50 60 70 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Range (2018-2022) 2020 2021 2022 2023 Avg (2018-2022) EU+UK: Natural Gas Gross Inland Deliveries Billion Cubic Metres Source: IEF, JODI Gas 0 10 20 30 40 50 60 70 80 90 100 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Range (2018-2022) 2020 2021 2022 2023 Avg (2018-2022) EU+UK: Natural Gas Closing Stocks Billion Cubic Metres Source: IEF, JODI GasThe Global Home of Energy Dialogue ief.org The Global Home of Energy Dialogue ief.org 14