石油价格

欧佩克秘书长海瑟姆·盖斯在接受阿联酋通讯社WAM 采访时表示，到 2045 年，石油行业将需要累计投资 11.1 万亿美元用于勘探和生产，以满足不断增长的能源需求并确保稳定供应。 

欧佩克主席在新闻中表示，“在石油行业进行更多投资将有助于促进全球能源行业的可持续性，为整个世界确保充足和可靠的供应，并确保子孙后代的供应安全”机构。

阿尔盖斯补充说，石油投资对于全球能源安全至关重要。

OPEC 2023 年 10 月发布的最新年度《世界石油展望》呼吁，  到 2045 年，石油行业累计投资达到14 万亿美元，包括上游、中游和下游领域。

该卡特尔表示，每年平均投资需要在 6100 亿美元左右，其中大部分应投向上游领域，并拒绝了停止新供应投资的呼吁。

11月，欧佩克及其秘书长阿尔盖斯 批评 国际能源署（IEA）诋毁该行业并淡化能源安全和可负担性。几天前，国际能源署表示，石油和天然气行业面临着“关键时刻”，需要在加剧气候变化和成为解决方案的一部分之间做出选择。

上个月，阿尔盖斯 表示 ，OPEC 坚定支持 10 月份以来最新的石油需求长期前景，当时该组织 大幅提高了 长期需求预期，目前预计 2045 年全球石油需求约为 1.16 亿桶/日，较与 2022 年之前的评估相比，每日产量增加 600 万桶。

本月，欧佩克主席 写道 ，“如果明天石油消失，数以百万计的就业机会将会消失。”税收收入将会耗尽。工业生产将会受到抑制。经济增长将出现逆转。燃料匮乏者的困境将会更加恶化。”

“需要谨慎行事，不要以拯救未来的名义危及现在，”阿尔盖斯总结道。

查尔斯·肯尼迪 (Charles Kennedy) 为 Oilprice.com 撰写

Oil Price

The oil industry will need cumulative investments of $11.1 trillion in exploration and production by 2045 to keep pace with growing energy demand and ensure stable supply, OPEC Secretary General Haitham Al Ghais has told Emirati news agency WAM in an interview.

“Allocating more investments in the oil industry will contribute to promoting the sustainability of the global energy sector, securing sufficient and reliable supplies for the world as a whole, and ensuring secure supplies for future generations,” OPEC’s chief told the news agency.

Investment in oil is critical for the global energy security, Al Ghais added.

OPEC’s latest annual World Oil Outlook from October 2023 calls for $14 trillion in cumulative investments in the oil sector by 2045, including in the upstream, midstream, and downstream segments.

The annual investments need to be around $610 billion on average, the bulk of which should go to the upstream segment, the cartel said, rebuffing calls for a halt in investments in new supply.

In November, OPEC and its Secretary General Al Ghais criticized the International Energy Agency (IEA) for vilifying the industry and for playing down energy security and affordability. Days earlier, IEA had said that the oil and gas industry faces “a moment of truth” in choosing between fueling climate change and becoming a part of the solution.

Last month, Al Ghais said that OPEC stands firmly behind its latest long-term outlook on oil demand from October, when the cartel raised significantly its long-term demand estimate and now expects global oil demand at around 116 million bpd in 2045, up by 6 million bpd compared to the previous assessment from 2022.

This month, OPEC’s chief wrote “If oil disappeared tomorrow, millions of jobs would be lost. Tax revenues would be depleted. Industrial production would crimp. Economic growth would go into reverse. The plight of the fuel poor would be worsened.”

“We need to be cautious of endangering the present, in the name of saving the future,” Al Ghais concluded.

By Charles Kennedy for Oilprice.com