石油设备网讯 据油价网2022年12月29日报道，有“原油交易之神”之称、全球最大石油对冲基金的负责人皮埃尔·安杜兰（Pierre Andurand）告诉彭博新闻社记者，如果全球能够完全摆脱疫情的限制，未来一年全球石油需求可能会飙升4%。安杜兰在采访上说，2023年全球石油日需求可能会增加300万到400万桶，这得益于从天然气转向石油。
安杜兰表示，电动汽车行业的快速增长可能会限制石油需求，这位分析师表示，电动汽车每天可能取代多达60万桶石油。
加拿大资产管理公司Ninepoint Partners LP的合伙人兼高级投资组合经理埃里克·纳托尔对英国《金融邮报》表示，2023年油价将回到每桶100美元。分析师们表示，今年阻碍油价上涨的许多不利因素，到2023年将不复存在。再加上对石油和天然气的制裁，这应该会推高油价。他还预测，由于石油和天然气股票的高需求，能源板块的表现将继续优于其他市场板块。
上周，美国银行预测，在美联储温和转向以及亚洲大国成功重启经济的背景下，布伦特原油价格可能很快突破每桶90美元。
李峻 编译自 油价网
原文如下：
Andurand: Global Oil Demand Could Surge In 2023
Global oil demand could soar as much as 4% in the coming year if the world manages to fully emerge from Covid restrictions, hedge fund trader Pierre Andurand has told Bloomberg. Andurand says in a tweet that oil demand may increase by 3 million to 4 million barrels a day in 2023 helped by a switch to oil from gas.
On the flip side, Andurand says oil demand will likely be limited by the rapid growth of the EV sector with the analyst saying electric vehicles could be displacing as much as 600,000 barrels of oil per day.
Eric Nuttall, partner and senior portfolio manager at Ninepoint Partners LP, has told the Financial Post that oil prices will return to $100 per barrel in 2023. According to the analysts, many of the headwinds that have cut short the oil price rally this year will no longer be there in 2023. Coupled with sanctions on oil and gas, this should elevate oil prices. He has also predicted that the energy sector will continue to outperform other market sectors due to high demand in oil and gas stocks.
Last week, the Bank of America predicted that Brent could quickly go past $90 per barrel on the back of a dovish pivot in the U.S. Federal Reserve and a “successful” economic reopening by China.
