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| 2018-06-01 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 据新加坡普氏能源资讯5月31日消息，交易员本周表示，从大西洋盆地(Atlantic Basin)获得的价格具有竞争力的套利桶数量充足，削弱了亚太地区7月份的需求，使该地区的原油品级得以装载。 他们表示，在大量从该地区以外转向替代原油的基础原油买家需求减弱后，大量马来西亚和越南原油被抛入现货市场。 交易员们表示，马来西亚的原油品种包括Tembikai、Bentara、Penara Blend、Kidurong、Cendor、Labuan和Kimanis等，已在7月份的现货市场上上市。 “(目前)市场上供应的货物太多了，”一位北亚原油交易商表示。 这位交易员补充称:“由于泰国(主要买家)正在承接套利交易，一些马来西亚的评级(正在)被下调。” 在最近为7月至8月交割的原油招标中，泰国PTT据说已购买了美国的巴肯原油(Bakken crude)、尼日利亚的阿格巴米原油(Agbami crude)，以及来自亚太地区的其它原油等级，如库珀盆地(Cooper Basin)和Champion)。 “我们中的很多人都来了。”许多(亚太地区)买家正在购买CPC和PTT等原油。 交易商表示，台湾的中油公司已购买了4艘VLCCs，相当于800万桶WTI Midland原油。 美国原油购买量的上升，在一定程度上是由于全球纽约商品交易所(NYMEX)与布伦特(Brent)原油基准价格之间的价差不断扩大，而亚太地区的原油等级通常是以这两个基准价格为基准的。 近月洲际交易所(ICE) 7月布伦特原油(Brent)相对纽约商品交易所(NYMEX)轻质原油(light sweet crude)的溢价，在周三的结算中被视为每桶9.29美元，高于周二的每桶8.66美元。这两个基准利率之间的息差处于2015年3月以来的最大水平。 这位东南亚原油交易商表示:“在亚洲落地的WTI(原油)为[日期布伦特原油]+ 1美元/桶，而马来西亚原油(FOB价)为[日期布伦特原油]+ 3美元/桶。” 该交易员补充称:“鹰福特(Eagle Ford)和WTI米德兰(Midland)原油仍在(向亚洲买家)供应。” 美国原油的大量涌入，也正值美国原油产量增加、欧洲原油需求下降之际。 美国能源情报署(US Energy Information Administration)的数据显示，美国原油产量在2017年11月首次突破1000万桶，此后一直保持在这一水平之上。 胡晶晶摘译自普氏能源资讯 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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