據石油世界期刊10月9日墨西哥城報道， 墨西哥的汽油需求在經濟停滯和冠狀病毒流行造成的死亡人數不斷增加的情況下繼續保持。

根據墨西哥能源部提供的最新數據顯示，在截至9月25日的一周中，汽油日銷量為66.8萬桶。 據數據顯示，盡管比2019年低15％，即減少11.9萬桶，但自6月底以來幾乎沒有變化。根據蘋果公司最新的《移動趨勢報告》顯示，上個月在墨西哥的駕車人數比去年同期下降了16％。

墨西哥在整個2020年的汽油日均需求約為68萬桶，年收縮約為12萬桶。在2020年較低的基礎和經濟活動逐步正常化的幫助下，需求將在2021年恢復增長。然而，今年大部分時間的總體需求水平仍低于近期歷史水平。普氏分析公司預計2021年墨西哥的石油日需求將達到75.5萬桶。

最新經濟指標顯示，墨西哥經濟尚未從新冠疫情的影響中完全恢復，并且缺乏活力。

總部位于墨西哥的CI Banco的經濟分析師James Salazar表示，大多數指標都比2019年低10％-15％。我們看到的唯一復蘇是消費者信心。前景是不確定的，有惡化的風險。他預計今年經濟將縮減9%。

根據行業協會ANTAD的數據顯示，包括美國巨頭沃爾瑪在內的該國百貨商店的可比銷售額在9月份連續第五個月同比下降。根據官方數據顯示，9月份用于出口的汽車制造業也失去了動力，在經歷了三個月的復蘇之后，環比下降了4％。

供應穩定

根據數據顯示，9月份的汽油進口量(主要由國家控制的墨西哥石油公司Pemex進口)保持不變，月環比為46.1萬桶/日，但與2019年相比下降16%。

產量也保持不變。據數據顯示，9月最后一周，該公司日產量為21.4萬桶。盡管六家煉油廠之一的Tula的產量最近有所下降，但Pemex設法維持了9月份的汽油產量。

墨西哥政府已開始尋求提高其煉油能力，以最終停止主要從美國進口燃料。該國正在建設一座新的煉油廠，最近還宣布計劃通過增加煉焦產能，對現有的兩座煉油廠進行升級。

郝芬 譯自 石油世界期刊

原文如下：

Mexico's gasoline demand steady on month despite languid economy

Gasoline demand in Mexico continues to hold up amid a stagnant economy and growing numbers of fatalities caused by the coronavirus pandemic.

Sales of gasoline stood at 668,000 b/d in the week ended Sept. 25, the latest data available from the energy ministry showed. Despite being 15% or 119,000 b/d below 2019 levels, it has remained practically unchanged since the end of June, the data showed. According to Apple's latest Mobility Trends Report, driving in Mexico during last month was 16% lower from a year earlier period.

Mexican gasoline demand will average around 680,000 b/d for the full 2020,and an annual contraction of roughly 120,000 b/d. Demand growth is set to resume in 2021, aided by the much lower base set in 2020 and gradual normalization of economic activities. However, overall demand levels stay below recent history for most of the year. Platts Analytics projects 2021 Mexican demand to reach 755,000 b/d.

The latest economic indicators show the Mexican economy has not fully recovered from the impacts of the coronavirus pandemic and is lacking dynamism.

Most of the indicators are between 10% and 15% below 2019, James Salazar, economic analysts at Mexico-based CI Banco.

"The only recovery we have seen is in consumer confidence. The horizon is uncertain with risks of deterioration," said Salazar, who expects the economy to contract 9% in 2020.

Comparable sales at the county's department stores, including US giant Walmart recorded their fifth straight month of year-on-year decline in September, data from the industry's association ANTAD showed. Manufacturing of vehicles for exports also lost steam in September, official data showed, that fell 4% on a sequential basis after three months of recovery.

Supply steady

Imports of gasoline, mostly by state controlled Pemex, remained unchanged in September on a monthly comparison at 461,000 b/d, although it is down 16% compared to 2019, the data showed.

Production also remained unchanged. On the last week of September, the company produced 214,000 b/d, the data showed. Pemex managed to maintain production of gasoline through September, despite recent output declines at Tula, one of the six refineries, data showed.

The Mexico administration has embarked on a quest to increase its refining capacity to eventually stop importing fuels, mainly from the US. The country is building a new refinery and recently announced plans to upgrade two of the existing ones by adding coking capacity.