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| 2018-05-16 来源： 中国石化新闻网 |
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石化新闻 |
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中国石化新闻网讯 据伦敦普氏能源资讯5月15日消息，今年5月前半月，欧洲西北部的乌拉尔原油市场大幅反弹，达到了自4月初以来的最高水平，而5月底和6月初的原油需求强劲。 普氏数据显示，普氏集团周一评估了鹿特丹的CIF价格基础，即Rotterdam、ex-Primorsk/Ust-Luga，价格为2.105美元/b，为地中海地区的价格，这是自4月1日以来的13-28天远期布伦特原油市场的最低水平。 这比5月1日的6年低点3.75美元的低点有所上升。 在5月底和6月初，欧洲西北部炼油商(最著名的是壳牌)对原油的购买兴趣大增，而在5月底和6月初，这一价格的飙升引起了市场的差异。 在过去的5个交易日中，壳牌一直活跃在Urals的第三个十年中，甚至在5月3日购买了500吨乌拉尔(40万公吨)的乌拉尔(40万公吨)之后。 交易员们表示，目前尚不清楚，预计这些原油将留在欧洲，还是会离开该地区。 在3月下旬和4月，乌拉尔价差大幅下跌，因为在期货交易市场上，由于Forties和Ekofisk的套利交易激增，布伦特原油期货价格大幅上涨。 即期市场的强势导致了原油价格相对于远期布伦特原油期货市场的差价，以使其大幅折价。 不过，交易员表示，尽管这一现货溢价在5月期间仍在持续，但一种较小的期货溢价已进入6月，这有助于缓解像乌拉尔等原油的一些压力。 一名原油交易员表示:“(在)陈旧结构上的变化起到了帮助作用，而且它确实是最重要的因素，无论是在熊市还是在改善的方面。”他补充称，欧洲炼油厂即将结束的维修工作也让人们对即将到来的需求有了些许提振。 胡晶晶摘译自普氏能源资讯 原文如下 The Urals crude oil market in Northwest Europe has rebounded sharply over the first half of May, climbing to its highest level versus the forward Dated Brent market since the start of April, amid strong buying interest for late May and early June cargoes. Platts on Monday assessed Urals CIF basis Rotterdam, ex-Primorsk/Ust-Luga, at a discount of $2.105/b to the Mediterranean Dated Strip, its narrowest level versus the 13-28 day forward Dated Brent market since April 1, according to Platts data. This is up from the more than six-year low of minus $3.75/b seen May 1. The surge in Urals differentials has come amid a spate of buying interest for the grade from Northwest European refiners -- most notably Shell -- for cargoes loading in late May and early June. Shell has been active across the third decade of the Urals loading program, bidding four of the last five trading days, even after purchasing 500,00 mt of Urals (400,000 mt in the third decade) on May 3. Traders said it is still unclear whether the volume is expected to remain in Europe or leave the region. Urals differentials tumbled throughout the second half of March and into April as backwardation in the forward Dated Brent market -- spurred by a surge in arbitrage for Forties and Ekofisk -- climbed sharply. The strength in the prompt market caused the differentials for crudes pricing relative to the forward Dated Brent market to discount heavily in order to clear. However, while that backwardation has remained pronounced across May, a minor contango has worked its way into June, which has helped to ease some of the pressure on crudes like Urals, traders said. "The [change in the] Dated structure has helped, and it really has been the most important element, both on the bearish side and now on the improved side," a crude trader said, adding that the upcoming end of refinery maintenance in Europe has also given expectations of forthcoming demand a bit of a boost.
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