石油交易商搁置储油计划

    中国石化新闻网讯 据路透社4月7日报道，业内消息人士周二表示，尽管市场供应过剩，但布伦特原油期货价格较未来几个月大幅上涨，这使得石油储存变得很不经济，因此，交易商们本周暂缓了石油存储计划。

    自上周五以来，由于市场预期沙特和俄罗斯可能达成减产和提价协议，近月布伦特原油LCOc1价格已大幅上涨。导致与现货市场日益脱节，在前几个月需求锐减后，交易员正疲于处理未售出的现货供应。

    新加坡船舶经纪商BRS Baxi董事总经理阿肖克·夏尔马(Ashok Sharma)表示:“需求已经崩溃，供应正在激增。市场与供需基本面完全脱节。”

    布伦特原油期货LCOc1-LCOc7在3月底触及每桶13.45美元的历史低点后，周二，1月和6月的期货价差大幅收窄至每桶5美元。

    在期货溢价市场，现货价格低于未来几个月的价格，这促使交易商在之后以更高的价格出售石油。

    消息人士称，目前的价差不足以支付一艘非常大型的油轮（VLCC）的运费。该船最近租赁6个月的价格为6.9万美元，即每天约1美元/桶。

    亚洲的原油供应已开始增加。世界各地的贸易商们正向亚洲运送更多的原油。

    王佳晶 摘译自 路透社

    原文如下：

    Oil storage uneconomical despite hefty supplies as Brent futures strengthen

    Traders seeking to store oil have put their plans on hold this week after prompt Brent crude futures surged against future months and made storage uneconomical, despite overwhelming supplies in the market, industry sources said on Tuesday.

    Front-month Brent crude prices LCOc1 have jumped since Friday on expectations that Saudi Arabia and Russia may strike a deal to cut output and support prices. [O/R]

    That has created a growing disconnect with physical markets where traders are struggling with unsold supplies from previous months after the coronavirus pandemic destroyed demand.

    “Demand has collapsed and supply is gushing,” said Ashok Sharma, managing director of shipbroker BRS Baxi in Singapore. “The market is totally disconnected from supply and demand fundamentals.”

    The contango spread between the first and sixth month Brent crude futures LCOc1-LCOc7 narrowed sharply to $5 a barrel on Tuesday, after hitting an all-time low of $13.45 a barrel at the end of March.

    Prompt prices are lower than those in future months in a contango market, encouraging traders to sell oil later at higher prices.

    However, the current spread is insufficient to cover freight costs for a Very Large Crude Carrier (VLCC) which was most recently chartered at $69,000 per day for six months, or about $1 a barrel daily, one of the sources said.

    Crude supplies have started building in Asia since February. Since then, a decline in demand accelerated with more countries locking down globally, while traders from all over the world have shipped more crude to Asia , a rare spot where demand is recovering.