据油价网伦敦报道，沙特阿拉伯国家石油公司（沙特阿美）首席执行官纳赛尔周二（10月4日）在伦敦表示，石油市场正在忽视目前备用石油产能非常低的事实。

这位全球最大石油公司和最大原油出口公司的高管是在伦敦举行的能源情报论坛(Energy Intelligence Forum)上发表上述讲话的。纳赛尔表示：“(市场)关注的是，如果世界不同地区发生经济衰退，需求会发生什么变化，而不是供应基本面会发生什么变化。”

纳赛尔在9月份举行的一次活动中曾说，全球石油库存很低，“目前全球有效备用产能约为全球需求的1.5%”。

今年9月份，纳赛尔曾警告市场，如果政策制定者想要防止下一次能源危机，他们需要把目光放得更远，不要再丑化石油和天然气行业。

纳赛尔表示，尽管地缘政治冲突加剧了目前的能源危机，但这场危机并非始于战争。纳赛尔9月份在斯伦贝谢数字论坛上表示，多年的投资不足、缺乏后备计划、替代能源尚未准备就绪，这些都是造成目前能源不安全状况的真正原因。 

在10月4日的伦敦能源情报论坛上，纳赛尔重申了自己的观点，即投资不足将再次困扰市场。 

纳赛尔表示，由于投资者和政策制定者的压力，上游投资不足仍在继续。短期项目正在启动，而不是能够稳定和维持生产的长期项目正在启动。 

纳赛尔指出：“我们需要在石油、天然气和液化天然气方面建立一些备用产能，否则任何中断或需求增加都将严重影响生产商，并可能导致市场更加动荡。”

纳赛尔补充说：“石油需求将持续增长到2030年。”他重申了沙特的观点，即在摆脱化石燃料之前，世界需要充足的石油和天然气供应。

“替代能源方案还没有准备好。我们需要脱碳石油和天然气，并发展CCS，但我们必须在充足的石油和天然气供应的情况下做到这一点。”纳赛尔如是说。 

李峻 编译自 油价网

原文如下：

Saudi Aramco: The Oil Market Is Ignoring Supply Fundamentals

The oil market is ignoring the fact that spare oil production capacity is very low right now, Saudi Aramco’s chief executive Amin Nasser said on Tuesday.    

“[The market] is focusing on what will happen to demand if recession happens in different parts of the world, they are not focusing on supply fundamentals,” the top executive at the world’s largest oil firm and single largest crude oil exporter, said at the Energy Intelligence Forum in London today.

During an event last month, Nasser said that oil inventories are low, “and effective global spare capacity is now about one and a half percent of global demand.”

In September, Aramco’s CEO warned the markets that policymakers need to look beyond this winter and stop vilifying the oil and gas industry if they want to prevent the next energy crisis.

The ongoing energy crisis, while intensified by the war, didn’t start with the war, according to Aramco’s top executive. Years of underinvestment, a lack of a backup plan, and alternatives not ready to step up and replace conventional energy are the real causes of this state of energy insecurity today, Nasser said at the Schlumberger Digital Forum last month.

At the London forum today, he reiterated his view that underinvestment would come back to haunt the markets.

According to Nasser, upstream underinvestment continues due to pressure from investors and policymakers. Short-cycle projects are coming on - not long-term projects that will anchor and sustain production.

“We need to build up some spare capacity in oil, gas and LNG otherwise any outages or increased demand will seriously stretch producers and could cause more turmoil in markets,” Aramco’s CEO noted.

“Oil demand will continue to grow until 2030,” Nasser added, reaffirming the Saudi view that the world needs adequate oil and gas supply before moving away from fossil fuels.

“Alternatives are not ready yet. We need to decarbonize oil and gas and develop CCS but we must do this with adequate oil and gas supply,” the Saudi executive said.