据今日油价12月10日报道，全球最大的大宗商品交易商之一的托克公司(Trafigura)实现了创纪录的核心收益。受今年早些时候石油市场剧烈波动的影响，托克公司今年的交易表现创下历史新高。
在截至9月30日的2020财年年报中，托克实现了异常强劲的财务业绩，这主要得益于其核心的石油和石油交易业务。这家大宗商品交易商的净利润达到了2013年以来的最高水平，而毛利润和未计利息、税项、折旧及摊销前利润(EBITDA)也达到了历史最高水平。
大型大宗商品交易商通常会在石油市场的供过于求中获利，因为他们囤积石油，以便在未来以更高的价格出售。今年第二季度，市场供过于求的状况达到创纪录高位，原因是全球石油需求在疫情中大幅下降，沙特阿拉伯和俄罗斯为争夺市场份额短暂打了一场价格战，这也是造成供过于求和油价暴跌的原因之一。在3月和4月，贸易商争相租用超级油轮用于数月到一年的浮式储存，以便日后能以更高的价格出售。
在2020财年的大部分时间里，极端动荡的环境和市场危机带来了对托克等大型实物交易公司服务的需求增加，以帮助管理由供需失衡造成的业务中断。因此，我们的石油和石油产品交易部门今年表现非常强劲。
在2019年10月至2020年9月这一财政年度，托克的净利润从2019年的9亿美元跃升至16亿美元，毛利润翻了一倍多，达到68亿美元，EBITDA增长了两倍，达到60亿美元。
托克执行董事长兼首席执行官杰里米 维尔在一份声明中表示:“我们的财务业绩，包括本年度的净利润15.99亿美元，反映了我们核心贸易部门的出色表现，包括石油和石油产品，以及金属和矿产，这两个部门的毛利润和EBITDA都创下了纪录。”
展望未来，大宗商品交易商预计市场波动将继续，需求将缓慢从新冠肺炎的影响中恢复。
王佳晶 摘译自 今日油价
原文如下：
Large Oil Trader Trafigura Books Strongest Trading Year Ever
One of the world’s biggest commodity traders, privately held Trafigura, delivered record core earnings in what became its strongest trading year ever due to the extreme oil market swings earlier this year.
In its annual report for 2020, covering the financial year ended The biggest commodity traders typically profit from a glut in oil markets as they store oil to sell at higher prices in the future. In the second quarter this year, the oversupply “Extremely volatile conditions and market distortion throughout much of FY2020 created increased demand for the services of a large physical trading house like Trafigura in helping to manage the disruptions resulting from imbalances in supply and demand. Accordingly, our Oil and Petroleum Products Trading division had a very strong year,” Trafigura said.
In the financial year October 2019 through September 2020, Trafigura saw its net profit jump to US$1.6 billion, up from US$900 million in FY 2019, while gross profit more than doubled to US$6.8 billion and EBITDA tripled to US$6 billion.
“Our financial result, including a net profit for the year of USD1,599 million, reflects an excellent performance from our core trading divisions, Oil and Petroleum Products, and metals and Minerals, both of which delivered record gross profit and EBITDA,” Jeremy Weir, Trafigura’s Executive Chairman and CEO said in a statement.
Looking ahead, the commodity trader expects “volatility and market distortion to continue, while demand will be slow to recover from the effects of COVID-19.”