石油圈中國石化新聞網訊 據新加坡普氏能源資訊5月31日消息，交易員本周表示，從大西洋盆地(Atlantic Basin)獲得的價格具有競爭力的套利桶數量充足，削弱了亞太地區7月份的需求，使該地區的原油品級得以裝載。 他們表示，在大量從該地區以外轉向替代原油的基礎原油買家需求減弱后，大量馬來西亞和越南原油被拋入現貨市場。 交易員們表示，馬來西亞的原油品種包括Tembikai、Bentara、Penara Blend、Kidurong、Cendor、Labuan和Kimanis等，已在7月份的現貨市場上上市。 “(目前)市場上供應的貨物太多了，”一位北亞原油交易商表示。 這位交易員補充稱:“由于泰國(主要買家)正在承接套利交易，一些馬來西亞的評級(正在)被下調?！?在最近為7月至8月交割的原油招標中，泰國PTT據說已購買了美國的巴肯原油(Bakken crude)、尼日利亞的阿格巴米原油(Agbami crude)，以及來自亞太地區的其它原油等級，如庫珀盆地(Cooper Basin)和Champion)。 “我們中的很多人都來了?！痹S多(亞太地區)買家正在購買CPC和PTT等原油。 交易商表示，臺灣的中油公司已購買了4艘VLCCs，相當于800萬桶WTI Midland原油。 美國原油購買量的上升，在一定程度上是由于全球紐約商品交易所(NYMEX)與布倫特(Brent)原油基準價格之間的價差不斷擴大，而亞太地區的原油等級通常是以這兩個基準價格為基準的。 近月洲際交易所(ICE) 7月布倫特原油(Brent)相對紐約商品交易所(NYMEX)輕質原油(light sweet crude)的溢價，在周三的結算中被視為每桶9.29美元，高于周二的每桶8.66美元。這兩個基準利率之間的息差處于2015年3月以來的最大水平。 這位東南亞原油交易商表示:“在亞洲落地的WTI(原油)為[日期布倫特原油]+ 1美元/桶，而馬來西亞原油(FOB價)為[日期布倫特原油]+ 3美元/桶?！?該交易員補充稱:“鷹福特(Eagle Ford)和WTI米德蘭(Midland)原油仍在(向亞洲買家)供應?！?美國原油的大量涌入，也正值美國原油產量增加、歐洲原油需求下降之際。 美國能源情報署(US Energy Information Administration)的數據顯示，美國原油產量在2017年11月首次突破1000萬桶，此后一直保持在這一水平之上。 胡晶晶摘譯自普氏能源資訊 原文如下 Ample availability of competitively priced arbitrage barrels from the Atlantic Basin has dented Asia Pacific’s demand for July loading regional crude grades, traders said this week. A slew of Malaysian and Vietnamese crude grades were heard offered into the spot market following subdued demand from baseload buyers who have turned to alternative crude from outside the region, they said. Malaysian crude grades such as Tembikai, Bentara, Penara Blend, Kidurong, Cendor, Labuan and Kimanis have been offered in the spot market for July loading, according to the traders. “They are too many cargoes offered in the market [currently],” a North Asian crude trader said. “Some Malaysian grades [are being] pushed out as [key buyers in] Thailand are taking arbitrage cargoes,” the trader added. In its recent tender seeking crude for July-August delivery, Thailand’s PTT was heard to have purchased US’ Bakken crude, Nigeria’s Agbami crude, as well as other crude grades from within the Asia Pacific region such as Cooper Basin and Champion. “A lot of US crude are coming. A lot of [Asia Pacific] buyers are taking [these such as] CPC [and] PTT,” a Southeast Asian crude trader said. Taiwan’s CPC was heard to have bought four VLCCs, equivalent to 8 million barrels, of WTI Midland crude in its tender for July cargoes, traders said. The uptick in the purchasing of US crude is partly due to the widening spread between the global NYMEX and Brent crude benchmarks, of which Asia Pacific crude grades are typically priced against. Front-month ICE July Brent’s premium over NYMEX light sweet crude was seen at $9.29/b at Wednesday’s settle, up from $8.66/b Tuesday. The spread between the two benchmarks is at its widest level since March 2015. “WTI [crude] landed in Asia is at [Dated Brent] plus $1/b, while Malaysian crude [on a FOB basis] is at [Dated Brent] plus $3s/b,” the Southeast Asian crude trader said. “[Also] Eagle Ford and WTI Midland crude are still being offered [to Asian buyers],” the trader added. The influx of US crude also comes at a time of increasing US crude production and lower demand from Europe due to turnarounds. US crude production first breached 10 million b/d in November 2017 and has remained above this level since, data from the US Energy Information Administration showed.
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