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| 2021-01-11 来源： 中国石化新闻网 |
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石化新闻 |
中国石化新闻网讯 据原油新闻1月6日消息称，贸易消息人士和分析师称，交易商加快了12月浮动储油的原油销售，以满足亚洲地区更高的需求，因该地区炼油厂为迎接冬季消费高峰而减产。 全球过剩石油储备的减少，以及全球最大石油出口国沙特阿拉伯突然决定在未来两个月进一步减产，预计将保持供应充足，并支撑油价。 数据分析公司Vortexa的亚洲首席分析师塞雷娜·黄(Serena Huang)说：“石油价格上涨，现货溢价将因原油市场趋紧的预期而扩大。” “我们可能会看到交易员加速抛售他们储存的实物原油。” 数据分析公司Vortexa的数据显示，去年12月全球浮动储存量同比下降2580万桶，降幅最大。 数据显示，浮动储存量在2021年初进一步下降至约7800万桶，是自4月COVID-19大流行肆虐燃料需求以来的最低水平。 Refinitiv Eikon的数据显示，亚洲主要买家——印度、日本——在12月进口了大量原油，因为炼油商在补充库存，而其总体炼油产量已恢复到甚至超过疫情前的水平。 一家亚洲炼油厂的贸易商说道：“有很多库存已经售出。一些交易员已经没有剩余的浮动货物了。” 据Vortexa的数据，截至去年12月底，占全球浮式原油储存量60%以上的亚洲共有6090万桶，较去年10月减少了37%。 数据情报公司Kpler说，亚洲的浮油储量约为6400万桶，低于8月底的1.49亿桶，但仍远高于2018-2019年2000万桶的平均水平。 Vortexa的Huang表示，浮动原油储存量不太可能回到2020年的高点，因为今年石油需求的复苏预计将加速，这将提振油轮需求，并支撑运费，这是浮动储存量的一个关键成本组成部分。 Kpler的石油和天然气分析师Homayoun Falakshahi说：“当前的前向曲线不会刺激原油储备，因此交易员将希望释放已储存的原油。” 曹海斌 摘译自 原油新闻 原文如下： Traders Accelerate Oil Sales from Floating Storage to Meet Asia Demand Traders have accelerated crude oil sales from floating storage in December to meet higher demand in Asia as the region’s refineries throttled up for peak winter consumption, trade sources and analysts said. The drop in excess global stored oil and a sudden decision by world’s top exporter Saudi Arabia for extra output cuts in the next two months are expected to keep supplies snug and support prices. “Oil prices are up, and backwardation has widened in expectation of a tighter crude market,” said Serena Huang, Asia lead analyst at data analytics firm Vortexa. “We could expect to see traders accelerating the sell off of physical barrels that they are holding in storage.” Global floating storage drew by the most in December last year with the average monthly volume down by 25.8 million barrels versus November, data from analytics firm Vortexa showed. Floating storage levels fell further at the start of 2021 to about 78 million barrels, the lowest since April when the COVID-19 pandemic ravaged fuel demand, the data showed. Asia’s major buyers, India and Japan, imported a high volume of crude in December, data on Refinitiv Eikon showed, as refiners replenish stockpiles while their overall refining output has returned to or even exceeded pre-COVID-19 levels. “A lot has been sold from storage. Some traders have no floating cargoes left already,” said a trader with an Asia refinery. Asia, which accounts for more than 60% of global crude floating storage, had 60.9 million barrels at the end of December, down 37% from October, according to Vortexa. Data intelligence firm Kpler said Asia’s crude in floating storage was about 64 million barrels last month, which compares with 149 million barrels in late August, but still far from average levels of 20 million barrels seen in 2018-2019. Vortexa’s Huang said floating crude storage was unlikely to return to 2020 highs, as a bumpy oil demand recovery is expected to gather pace this year, which would lift tanker demand and support freight rates, a key cost component for floating storage. Homayoun Falakshahi, oil and gas analyst at Kpler, said: “The current forward curve isn’t incentivising storage, so traders will want to release stored crude.” |
