???? 據Oil & Gas Journal網站2月23日消息 根據美國石油學會（API）最新的月度統計報告，以國內石油供應總量衡量，2021年1月美國石油需求為1970萬桶/日，與12月相比增長5.6%，與2020年1月相比下降1.2%，自2020年COVID-19導致衰退以來，目前已顯現復蘇跡象。

????以車用汽油交付量衡量，1月份的消費汽油需求為780萬桶/日，與12月份相比基本穩定在-0.1%（月環比）。值得注意的是，這是自1957年以來1月份每月汽油需求與12月份最接近的一次，這意味著最近的大多數駕駛活動可能是出于必要性，而不是我們歷史上觀察到的可能產生更大季節性變化的自由旅行。然而，2021年1月的780萬桶/日仍然比2020年1月減少了10.7%（90萬桶/日）。蘋果和谷歌等公司的高頻流動性指標也表明，1月份的駕駛活動仍然相對較弱。

????1月份，400萬桶/日的餾分油交付量比12月份增長了14.2%，同比增長了0.5%。因此，餾分油需求超過了COVID-19之前的水平，也與電子商務和家庭交付的持續轉變相一致，這一流行病進一步加劇了這一趨勢。與此相一致的是，DAT-iQ行業趨勢線顯示，1月份現貨卡車和平板車、貨車和冷藏車的運價均同比上升。

????1月份航空燃油交付量為120萬桶/日，這是一個異常溫和的季節性下降，比12月份下降了2.3%，比2020年1月的水平低了27.9%。這與Flightradar24的高頻數據一致，該數據顯示，從12月開始，航班數量有所下降，與2020年1月的活動相比，仍有差距。

????王磊 摘譯自 Oil & Gas Journal

????原文如下：

????API: January US oil demand within 1.2% of year-ago level

????US petroleum demand, as measured by total domestic petroleum deliveries, was 19.7 million b/d in January 2021, according to the latest monthly statistical report by the American Petroleum Institute (API), a 5.6% increase from December and a decrease of 1.2% compared with January 2020—a notable recovery given the depths of the 2020 COVID-19 recession.

????Consumer gasoline demand, measured by motor gasoline deliveries, was 7.8 million b/d in January – basically steady from December (-0.1% m/m). Notably, this was the closest that January monthly gasoline demand was to that of December since 1957. The implication is that the majority of recent driving activity was likely borne out of necessity, as opposed to discretionary travel that could have produced the greater seasonal variation that we have historically observed. However, the 7.8 million b/d in January 2021 was still a decrease of 10.7% (900,000 b/d) versus January 2020. High-frequency mobility indicators, such as those from Apple and Google, also suggested that driving activity remained relatively weak in January.

????In January, distillate deliveries of 4 million b/d rose by 14.2% from December and 0.5% y/y. Consequently, distillate demand exceeded its pre-COVID-19 level and also was consistent with the continued shift to e-commerce and home deliveries, furthered by the pandemic. Consistent with this, the DAT iQ industry trendlines showed that spot trucking and flatbed loads, van and reefer rates each increased year-on-year in January.

????Jet fuel deliveries were 1.2 million b/d in January, which was an unusually mild seasonal decrease of 2.3% from December but 27.9% below the level of January 2020. This was consistent with high-frequency data from Flightradar24 that showed a drop-off in flights from December as well as a continued gap versus activity in January 2020.