石油圈中國石化新聞網訊 據路透社新加坡9月6日消息，亞洲一些石油貿易商正尋求搶購來自美國的原油船貨，因颶風哈維導致美國煉油廠關閉，削減了當地原油需求，從而擴大了美國基準原油和大西洋盆地基準原油之間的價差。 大約10天前颶風哈維襲擊了美國墨西哥灣沿岸，導致美國近四分之一的煉油能力關閉，但其中一些煉廠目前正在復工。 煉廠關閉已經推動近月美國西得克薩斯中質原油（WTI）和布倫特原油價差在上周拉寬至近6美元/桶，創下兩年來最大的價差，促使亞洲貿易商尋找具有價格競爭力的美國原油。然而，一些貿易商表示，在貿易商敲定運往東方的船貨之前，原油現貨價格需要進一步下跌。 日本三菱株式會社的石油風險經理Tony Nunan表示：“一個好消息是WTI和布倫特原油價差下跌了這么多，意味著過剩的美國原油將用來出口。出口設施似乎沒有受到太多破壞，恢復速度應該會較預期更快?！币幻涿男录悠陆灰讍T表示，WTI輕質原油價格最為疲軟，或將最先運往亞洲。 臺灣煉油商臺塑石化可能考慮從美國購買原油船貨。該公司發言人KY Lin告訴路透社：“我們正在關注形勢。美國原油供應過剩局面可能會惡化，并在未來兩周內給原油價格施加更多下行壓力?！?高盛分析師周三在一份報告中稱，美國原油庫存預計將上升，因為至少有140萬桶/天的美國煉油能力在9月中旬后仍將處于關閉狀態。這位分析師表示：“我們預計在哈維登陸后的一個月內美國原油庫存將增加4000萬桶?！?除了北亞煉油商聯合石化、中石油、JXTG、科斯莫能源、GS Caltex和鮮京能源之外，經常將美國原油船貨運往亞洲的企業還包括BP、雪弗龍、托克、摩科瑞和西方石油公司。 張春曉 摘譯自 路透社 原文如下： Asian traders look to snap up US crude in wake of Hurricane Harvey Some oil traders in Asia are looking to snap up crude cargoes from the United States after Hurricane Harvey closed US refineries, denting local demand and pushing out the price spread between U.S and Atlantic Basin crude benchmarks. Hurricane Harvey barreled into the US Gulf of Mexico coast around 10 days ago, closing nearly a quarter of the nation’s refining capacity, although some of that is now coming back online. The closures pushed the prompt-month spread between West Texas Intermediate crude and Brent crude to the widest in two years at nearly $6/bbl last week, prompting Asian traders to hunt for competitively priced US crude. However, some said spot prices would need to ease further before traders fixed cargoes for the journey east. “One good piece of news is that the WTI-Brent spread has blown out so much that means excess US crude is going to be exported,” said Tony Nunan, oil risk manager at Mitsubishi Corp in Tokyo. “It looks like there wasn’t much damage to export facilities and they should come back up quicker (than expected).” Prices for WTI light grades were the weakest and they could head to Asia first, said a Singapore-based trader, declining to be identified as he was not authorized to speak with media. Taiwanese refiner Formosa Petrochemical Corp could consider buying from the United States.”We’re watching the situation,” spokesman KY Lin told Reuters.”US crude’s length may worsen and put more downward pressure on prices in the next two weeks.” US crude supplies are expected to stay elevated because at least 1.4 MMbpd of refining capacity could still be offline past mid-September, Goldman Sachs analysts said in a note on Wednesday. “We project that the hurricane will have added 40 MMbbl to US crude inventories in the month following landfall,” the analysts said. Companies that often ship US crude to Asia include BP, Chevron Corp, Trafigura, Mercuria and Occidental in addition to North Asian refiners Unipec, PetroChina, JXTG, Cosmo Energy, GS Caltex and SK Energy. ?
未經允許，不得轉載本站任何文章：
