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| 2018-11-20 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 据普氏能源资讯11月19日新加坡消息称，由于需求低迷加上对冬季气温上升的预期亚洲导致基本面走软，亚洲中质馏分油在11月第三周走软。 在亚洲汽油市场，新加坡含硫10ppm的轻油FOB基准价受到需求疲软的打击。贸易商表示，在日本和台湾的炼油厂重新启动维护后，该地区一直难以消化供应。 普氏公布的数据显示，上周五亚洲股市收盘时，近几个月来的12月/ 1月汽油市场结构首次转变为期货溢价结构，这是近四个月以来的首次。 12月/ 1月的汽油价差估值为- 1美分/桶，较周四下跌9美分/桶。这种价差上一次出现在期货溢价上是在2018年7月20日，当时的估值为- 1美分/桶。 同时，第4季度/第1季度时间差价买卖在本周下跌3美分/ 桶，预计周五将上涨10美分/桶。 在供应水平充裕的情况下，由于需求较差，超低硫汽油等级的前景也显得黯淡。 一位交易员上周表示：“我认为北亚地区的需求受到打击，而且由于北亚炼油厂扭亏为盈，供应也更加正常。” 交易消息人士称，市场参与者表示，台湾天然气需求减少，而流向澳大利亚的汽油需求一直很稳定，但由于公司可能会在年终财务报告过程中保持较低的库存水平，那里的需求可能会减弱。 与此同时，供应也处于充足水平。 曹海斌 摘译自 普氏能源资讯 原文如下： Asian middle distillates arena backpedals on weak demand, warmer temperature The Asian middle distillates arena lost steam in the third week of November, led by weaker fundamentals as a result of lackluster demand coupled with expectations of warmer winter temperatures. In the Asian gasoil market, the benchmark FOB Singapore 10 ppm sulfur gasoil was hit by poor demand, and traders said that the region has been struggling to absorb supplies following the restart of refineries in Japan and Taiwan from maintenance. The front-month December/January market structure for gasoil flipped into a contango structure at the Asian close Friday, the first time in almost four months, S&P Global Platts data showed. The December/January gasoil spread was assessed at minus 1 cent/b, down 9 cents/b from Thursday. The spread was last in contango on July 20, 2018, when it was assessed at minus 1 cent/b. Meanwhile, the Q4/Q1 timespread dipped 3 cents/b over the week to be assessed at plus 10 cents/b Friday. The outlook for ultra-low sulfur gasoil grade also looked bleak on the back of poorer demand amid ample supply levels. "I think demand took a hit in North Asia, and also supply is healthier due to the [North Asian refineries] returning from turnaround," a trader said last week. Market participants said that poorer gasoil demand was being seen from Taiwan and while flows to Australia had been steady, demand there might soften as companies may keep inventory levels lower for the year-end financial reporting process, trading sources said. Supply meanwhile, has been seen at ample levels.
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