Opec raises 2015, cuts 2016 demand growth forecast
Opec sees global demand rising by 1.46mn b/d in 2015 — some 84,000 b/d faster than forecast last month — to 92.79mn b/d. For 2016, it pared its consumption growth projection by around 50,000 b/d to 1.29mn b/d, leading to total demand of 94.08mn b/d in next year. The IEA said last week it expects global demand to grow by 1.7mn b/d to 94.4mn b/d this year and by 1.4mn b/d to 95.8mn b/d in 2016.
Non-OPEC oil supply is likely to grow by 880,000 b/d this year to 57.43mn b/d, about 72,000 b/d slower than expected in August, because of lower than expected US production, Opec said in its September Monthly Oil Market Report (MOMR). The group expects 2016 non-Opec supply to increase by 160,000 b/d to 57.59mn b/d, which is 110,000 b/d slower than predicted last month, "mostly on the back of Brazil's lower estimation and the US reduction carried over from 2015".
The IEA sees non-Opec production at about 58.1mn b/d in 2015 and 57.7mn b/d next year.
Opec increased the call on its crude compared with the previous report, by 100,000 b/d to 29.3mn b/d in 2015 and by 200,000 b/d to 30.3mn b/d next year, still well below the declared output of its members. The IEA sees the call on Opec crude at 31.3mn b/d next year, an increase of 1.6mn b/d compared with 2015.
This month's MOMR includes August and July data from all Opec member countries except Libya. Saudi Arabia reported a second consecutive month-on-month output drop, with production falling by about 96,500 b/d in August to 10.27mn b/d, compared with a record high of 10.56mn b/d in June. Iraq said its August output rose by 42,000 b/d in August compared with July to 3.76mn b/d, and Iran reported a 50,000 b/d increase to 3.18mn b/d.
Using Argus data for the missing Libyan numbers, the total for August is around 31.97mn b/d and the July level 32.03mn b/d.
Global oil supply fell by 530,000 b/d month-on-month to 94.62mn b/d in August, Opec said citing preliminary data.
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