据烃加工网站12月1日消息 周二,受航空需求小幅上升和对煤油冬季取暖需求更为强劲的预期提振,亚洲喷气燃料的炼油利润率攀升至8个月来的最高水平。在亚洲交易时段,喷气燃料的炼油利润比迪拜原油飙升至每桶4.28美元,为3月30日以来的最高水平。一日前为每桶3.53美元。
过去一个月,由于日本和韩国的煤油需求在冬季高峰到来之前回升,航空燃油缺口几乎翻了一番。喷气燃料和煤油属于同一等级的石油产品,喷气燃料利润决定了两者的盈利能力。尽管近几周来,由于国内航空需求复苏乏力,该地区喷气燃料市场得到了一定支撑,但市场观察人士认为,只要国际航班没有大量起降,任何实质性上涨都将受到限制。
航空数据公司OAG的数据显示,11月份全球航班的预定量同比下降46%,较10月份同比减少46.4%有所改善。在截至周一的一周内,印度的定期航班同比下降39.4%,而11月份全年的下降幅度为43.9%。OAG数据显示,截至周一的一周,日本航班较去年同期下降33.4%,11月份全年下降了36%。周二,喷气燃料的现金差价比新加坡报价低27美分/桶,而一天前的折扣为26美分/桶。
吴恒磊 编译自 烃加工
原文如下:
Asia Distillates-Jet fuel refining profits surge to 8-month high
Asian refining margins for jet fuel climbed to their highest in eight months The jet fuel cracks have nearly doubled over the last month as demand for kerosene picked up ahead of peak winter in Japan and South Korea. Jet fuel and kerosene belong to the same grade of oil products, with jet margins determining the profitability of both. Although the regional jet fuel market has found some support in recent weeks from a sluggish recovery in domestic aviation demand, market watchers believe any substantial upside would remain capped as long as international flights do not take off in serious numbers.
Scheduled flights operating globally were 46% lower in November year-on-year, an improvement from 46.4% fewer flights year-on-year in October, according to aviation data firm OAG. Scheduled flights in India were down 39.4% year-on-year in the week to Monday, compared with a 43.9% drop for the whole of November. Flights in Japan in the week to Monday were 33.4% lower from the corresponding period last year, as against a 36% drop for the whole of November, OAG data showed. Cash differentials for jet fuel