Display MoreŠto je vaznije dali ce se, nafta koristiti još 100 godina ili koliko ce se koristiti kroz broj tanketa? IEA kaze svake, godine 4.5% manje hoce li biti toliko manje tankera? Kako ce vozarine gore ako tereta ima manje a tankera vise?
Oil demand is expected to bounce back by 5.4m barrels a day this year, one of the fastest climbs on record, and by a further 3.1m in 2022, pushing consumption of crude above 100m for the first time by the end of next year, the IEA said.
Stressing that most of the increase will occur in transport fuels, such as gasoline and jet fuel in India, the US and other large oil consumers, the agency said vaccination campaigns in Europe and North America, which represent 40% of global oil demand, have supported growth.
The IEA said global oil supply increased by 970,000 bpd in May to 94.28 million bpd on the back of higher supply from non-OPEC+ and the monthly OPEC+ adjustment effort.
In June, oil demand is forecast to rise by a significant 2.5 million barrels per day (bpd) month-on-month, one of the largest monthly gains recorded in the past year, it said.
Ukratko imamo snažan porast potražnje u svibnju,te još snažniji u lipnju...ali priči ni tu nije kraj:
Demand is likely to grow by a further 1.2 million bpd month-on-month in July and 1 million bpd month-on-month in August, as the Northern Hemisphere summer holiday season supports increased travel, it added.
To je kratkorocan rast radi korone, usporedi brojeve od prije korone sa danasnjim, broj tankera raste i nece nestati a teret ce se smamjivati. Sada u 2-3 mjeseca sljedi dead cat bounce.