Le "peak demand"

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Re: Le "peak demand"

Message par mobar » 09 juin 2018, 18:01

Remplacer le diesel par l'essence risque de faire augmenter la demande plutôt que l'inverse :wtf:

La pétrochimie est en croissance, comme la demande de carburant pétrolier pour l'aviation, seule la demande de carburant pour les véhicules individuels des pays développé est en baisse. Cette baisse ne compense en aucun cas la hausse des autres segments de marché

S'il y a un pic ce sera un pic d'offre, le pic de demande suivra après que le prix ai explosé,comme ça c'est toujours passé
"C'est quand il n'y a plus d'espoir qu'il ne faut désespérer de rien" Sénèque

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Re: Le "peak demand"

Message par energy_isere » 11 mars 2019, 08:25

Contrairement à ce que pense l AIE certains pensent à un peak demand de la Chine des 2025.
China Oil Use Seen Peaking in 2025 as EVs and Rail Take Over

By Dan Murtaugh 6 mars 2019 Bloomberg

The country that’s driven global oil demand since the turn of the century may hit the brakes sooner than expected as travelers shift toward electric cars or even forgo the open road in favor of trains.

China’s oil consumption will peak in 2025, five to eight years earlier than market consensus, according to Morgan Stanley analysts including Andy Meng
. The reversal will be driven by a transportation model unique to China: While most countries moving up the economic ladder show continued growth in oil demand from increased driving, mass-adoption of electric vehicles and high-speed rail in China will drastically reduce gasoline use, the bank said.

China's oil demand growth has led the world for years but may peak in 2025
If the theory plays out, it could signal a huge shift for the oil market, which has relied on China for more than a third of global demand growth since 1999. An expanding body of research is painting a bleak future for oil, as rapid adoption of electric vehicles could mean global demand peaks by the 2030s, according to Bank of America Corp. and Royal Dutch Shell Plc, a prospect that’s likely to worry energy executives and investors.

“China will no longer be the growth driver of global crude demand,” Meng said in a March 5 report. “We believe the refiners and petroleum stations are the largest potential losers, while the battery companies are likely to become the key winners.”

To be sure, some of the industry’s top prognosticators expect the country’s oil demand to keep growing for years, albeit at a slower pace. The International Energy Agency sees China crude consumption expanding through 2040, while the nation’s largest energy producer China National Petroleum Corp. has forecast that gasoline use will peak five years before oil demand does in 2030.

Disruptive Force
China’s electric vehicle penetration will reach 6.4 percent by the end of the decade and keep rising to 80 percent by 2040, according to Morgan Stanley, adding that an aggressive push by local battery companies into technology innovation may speed up that timeline.

Meanwhile the country is seeing solid growth in high-speed rail ridership, driven by a well-developed network and severe traffic congestion. Highways’ share of passenger turnover fell to 27 percent last year from 55 percent in 2012. In the U.S., the figure was 87 percent last year, according to Morgan Stanley.

Electric vehicles and high-speed rail are “a disruptive force on China oil demand,” the analysts said. “This pattern has been ignored by most investors in developed markets as there is no such experience from any precedent.”
https://www.bloomberg.com/news/articles ... -take-over