石油圈中國石化新聞網訊 據普氏能源資訊新加坡11月21日消息稱，近期國際原油直接價格的大幅下跌可能迫使一些亞洲煉油商以低于投入成本的價格出售其成品油，這為韓國和日本汽油生產商考慮在第四季度減少出口提供了理由。 業內消息人士指出，由于亞洲石油產品的價差不斷擴大，近幾周油價暴跌在東北亞主要汽車燃料出口商拉響了警鐘。 過去幾個月，東北亞煉油商的原油和凝析油采購成本約為75-80美元/桶，但自上周初以來，亞洲輕質餾分油基準價格跌至70美元/桶以下。 韓國國家石油公司（Korea National Oil Corp.）的最新數據顯示，韓國9月從其最大供應商沙特阿拉伯進口了2390萬桶原油，平均價格為77.34美元/桶。 財政部周一公布的初步數據顯示，在鄰國日本，該國的原油進口CIF價格環比上漲5.8％至10月份的每桶79.17美元。 此外，阿布扎比國家石油公司將其10月裝載的Murban原油的官方售價定為82.30美元/桶，高于9月份裝載的輕酸級原油的80.35美元/桶。 然而，近幾周許多主要的亞洲清潔成品油價格的基準價格出現大幅下滑，由于近月ICE布倫特原油期貨自10月4日以來在亞洲周三早期交易中下跌超過20美元/桶至63.33美元/桶，國際原油基準價格也隨之急劇下跌。 貿易消息人士還指出，亞洲汽油現金差價和利潤率一直承受著壓力，因為該地區難以消化過剩的原油，且有大量套利貨物從西方流入。 普氏數據顯示，新加坡92號汽油基準FOB價格自月初以來繼續回落，并在11月14日亞洲收盤時觸及一年低點，為65.81美元/桶。 漢華投資證券公司（Hanwha Investment＆Securities）駐首爾的煉油行業分析師Young-Hun Park表示，從11月初開始，亞洲已經見證了汽油精煉利潤率相對于與實現的迪拜原油進口價格相比有所下降。 Park補充說：“對于亞洲汽油生產商而言，這不是在出口市場上獲利的合適環境?！?陳菲 摘譯自 普氏能源資訊 原文如下： South Korea, Japan may cut Q4 gasoline exports as oil prices tumble The recent sharp decline in international outright oil prices could force some Asian refiners to sell their refined oil products at below input costs, making a case for South Korean and Japanese gasoline producers to consider minimizing their exports in the fourth quarter. Industry sources noted that the abrupt oil price slump in recent weeks has raised alarm bells among major Northeast Asian auto fuel exporters as Asian oil product crack spreads faltered. Crude oil and condensate procurement costs for Northeast Asian refiners were seen around the $75-$80/b levels over the past couple of months, but Asian light distillate benchmark prices tumbled below the $70/b mark since the start of last week. South Korea imported a total of 23.9 million barrels of crude from its biggest supplier Saudi Arabia in September and paid on average $77.34/b, latest data from state-run Korea National Oil Corp. showed. In neighboring Japan, the country’s CIF crude import price rose 5.8% month on month to $79.17/b in October, preliminary data released Monday by the Ministry of Finance showed. In addition, Abu Dhabi National Oil Company has set the official selling price of its Murban crude for loading in October at $82.30/b, up from $80.35/b set for the light sour grade loaded in September. However, many of the key Asian clean refined product outright benchmark prices took a sharp downturn in recent weeks, tracking the steep decline in international crude benchmarks with front-month ICE Brent futures falling more than $20/b since October 4 to $63.33/b in early Asian trade, at 0230 GMT, Wednesday. Trade sources also noted that Asian gasoline cash differentials and margins have been under pressure as the region struggled to absorb surplus barrels with ample arbitrage cargoes flowing in from the West. The benchmark FOB Singapore 92 RON physical gasoline price continued to retreat since the start of the month and hit a one-year low of $65.81/b at the Asian close on November 14, S&P Global Platts data showed. From the beginning of November, Asia has witnessed gasoline refining margins against the realized Dubai crude import price flip to a discount, said Young-Hun Park, refining sector analyst at Hanwha Investment & Securities based in Seoul. “It’s not the right environment [for Asian gasoline producers] to make profits in the export market,” Park added. ?
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