據油價網2023年6月21日報道，加拿大能源監管機構日前發布了一份展望報告，稱由于全球向清潔能源轉型，到2050年前，加拿大的原油產量將下降76%，這是該監管機構首次對加拿大原油產量進行長期預測。加拿大能源監管機構還預測，從現在到2050年，全球化石燃料的使用量將下降65%。

加拿大石油行業的短期投資前景同樣悲觀，分析師預測該行業今年的收益將下降19%，這在很大程度上是由于天然氣價格下跌。

一周前，總部位于巴黎的國際能源署(IEA)預測，由于向可再生能源的轉型勢頭增強，全球原油需求將在本十年結束之前達到峰值。

根據IEA公布的數據，全球原油日需求量將從2022—2028年再增加6%，達到1.057億桶。IEA預計，2028年全球原油日需求增加量將降至40萬桶，遠低于2023年預測的日增240萬桶。

IEA還預測，全球交通運輸用油需求將在2026年開始下降，這在很大程度上要歸功于電動汽車革命以及提高能效的政策措施。汽油需求的增長預計將在今年年底出現逆轉，但對“可燃化石燃料”的需求預計將繼續增長，直到2028年達到峰值。IEA認為，長期原油需求將嚴重下降，并預測到2050年前，全球日需求量將降至2400萬桶。

其他機構對全球長期原油需求的預測各有不同。

今年早些時候，能源專家能源情報集團預測，全球原油需求不僅將在2023年增加，而且將持續到本十年末。據分析師稱，今年全球原油日需求量將增加到1.012億桶，到2030年前將繼續增加到1.06億桶。今年全球原油日需求量將增加150萬桶，其中亞洲大國原油需求量將日增65萬桶。事實上，今年全球的平均日需求量將超過2019年1.006億桶的歷史新高。

包括歐佩克、?？松梨诠竞虴IA在內的至少10個機構預測，到2050年，全球原油需求將繼續增加，而不是像大多數分析師預測的那樣將萎縮。其中最樂觀的是EIA，預計全球原油日需求量將增加34%，到2050年達到1.26億桶。

李峻 譯自 油價網

原文如下：

Energy Regulator Claims Canadian Oil Production Will Plunge 76% By 2050

The Canada Energy Regulator has issued a grim outlook that the country’s oil production will plunge 76% by 2050 thanks to the world moving to the clean energy transition, marking the first time the regulator has provided a long-term forecast for Canada’s crude output. The energy regulator has also predicted that global fossil fuel usage will decline by 65% between now and 2050. 

The short-term investment outlook for Canada’s Oil Patch is just as bearish, with analysts predicting that earnings for the industry will decline 19% in 2023, in large part due to falling gas prices.

A week ago, the Paris-based International Energy Agency (IEA) predicted that global oil demand will peak before the end of the current decade as the transition to renewable energy gathers momentum.

According to the IEA, global oil demand will rise by another 6% from 2022-28 to hit 105.7 million barrels per day. The agency expects demand growth for oil to slump to just 400,000 barrels per day in 2028, way below growth of 2.4 million barrels per day forecast for 2023. 

The energy agency has also predicted that global demand for oil used in transportation will start declining in 2026, thanks in large part to the EV revolution as well as policy measures that push for more efficiency. Growth in gasoline demand is expected to reverse at the end of the current year, but the demand for “combustible fossil fuels” is expected to continue growing before peaking in 2028. IEA sees long-term oil demand degrading really badly and has predicted demand will fall to just 24 million barrels per day by 2050.

Other agencies have different outlooks for long-term oil demand.

Earlier in the year, energy expert Energy Intelligence Group predicted that not only will oil demand grow in 2023 but it will continue doing so till the end of the decade. According to the analyst, global oil demand will grow to 101.2 million barrels per day in the current year and will continue growing to hit 106 mb/d by 2030. Global oil demand will grow by 1.5 mb/d in 2023, with the biggest country in Asia accounting for 650,000 b/d. Indeed, this year’s average will top the previous high of 100.6 mb/d set in 2019. 

No less than 10 organizations, including OPEC, Exxon Mobil (NYSE: XOM), and the Energy Information Administration (EIA), have predicted that global oil demand will continue growing through 2050 and not shrink as most analysts have forecast. The most bullish among these is the U.S.-based EIA which has projected global oil demand to increase by 34% to hit 126 million barrels per day in 2050.