韩国的石油商业储存空间已耗尽

中国石化新闻网讯 据彭博社4月27日报道，有知情人士透露，韩国的石油商业储存空间已经用完，这一事态发展可能会加剧全球对油轮储存原油和燃料的争夺。

据了解，韩国国家石油公司和韩国Yeosu公司拥有的约3800万桶在岸商业产能全部出租，虽然一些短期租赁合同将于今年晚些时候到期，但这些空间将用于战略或后勤用途。

疫情削弱了能源需求，但由于现有的长期供应协议，许多炼油厂无法完全停止燃料生产，增加了对油罐储存过剩货物的需求。其中一些加工商以及贸易商也热衷于低价购买原油，稍后再出售。12月交货的布伦特原油价格比6月合约每桶高出10美元，这一市场结构被称为超级合约

根据能源市场数据分析公司kayros的数据，韩国拥有亚洲一些最大、最先进的炼油厂，其商业存储容量仅次于中国、日本和印度，居亚洲第四位。由于靠近东北亚其他大型经济体，该国是一个受欢迎的原油和燃料储备地。

卡耶罗斯驻新加坡高级分析师Alexis Berson表示：“在原油储罐的装填方面，我们看到亚洲地区出现了大幅增长。在韩国，过去两周的趋势是增加800万桶，这是过去没有发生过的事情。”

洪伟立 摘译自 彭博社

原文如下：

South Korea Has Run Out of Commercial Storage Space for Oil

South Korea has run out of commercial storage space for oil, according to people with knowledge of the matter, a development that’s likely to intensify a global scramble for tankers to store crude and fuels.

All of the around 38 million barrels of onshore commercial capacity owned by state-run Korea National Oil Corp. and Oilhub Korea Yeosu Co. is rented out, said the people who didn’t want to be identified as the information is private. While some short-term leases are set to expire later this year, the space will be set aside for strategic or logistical purposes, one of the people said.

While coronavirus lockdowns have eviscerated energy demand, many refiners can’t completely halt fuel production due to existing long-term supply agreements, increasing the need for tanks to store excess cargoes. Some of these processors, as well as traders, are also keen to buy crude at low prices and sell it later. Brent for December delivery is more than $10 a barrel pricier than the June contract, a market structure known as a super contango

With some of Asia’s biggest and most sophisticated oil refineries, South Korea has the fourth-largest commercial storage capacity in the region after China, Japan and India, according to Kayrros, an energy markets data analytics company. The country is a popular spot to keep crude and fuels due to its proximity to the other big Northeast Asian economies.

“In terms of filling of crude tanks, we see a massive increase in Asia excluding China,” said Alexis Berson, a senior analyst at Kayrros in Singapore. “In South Korea, the trend in the last two weeks has been a gain of 8 million barrels and that’s something that has not happened in the past.”

With some of Asia’s biggest and most sophisticated oil refineries, South Korea has the fourth-largest commercial storage capacity in the region after China, Japan and India, according to Kayrros, an energy markets data analytics company. The country is a popular spot to keep crude and fuels due to its proximity to the other big Northeast Asian economies.

“In terms of filling of crude tanks, we see a massive increase in Asia,” said Alexis Berson, a senior analyst at Kayrros in Singapore. “In South Korea, the trend in the last two weeks has been a gain of 8 million barrels and that’s something that has not happened in the past.”