据ICIS-MRC网站12月14日莫斯科报道,据路透社报道,上周二,亚洲10 ppm轻油的精炼利润率升至4个多月来的最高水平,这在一定程度上是由于市场乐观地认为,随着新冠疫苗加速获批,经济将出现反弹。
亚洲交易时段,10ppm轻油的炼油利润比迪拜原油每桶上涨63美分,至6.20美元,创下8月6日以来的最高水平。
据分析师称,预计今年剩余时间和2021年第一季度,主要由印度引领的地区天然气需求将有所回升,但新冠疫情的反弹和其他几个亚洲市场的相关限制可能会抑制增长。惠誉解决方案(Fitch Solutions)的高级油气分析师Peter Lee表示,由于2020年设定的基准极低,全球经济复苏应会迅速而强劲,而油价反弹的预测应有助于在未来12个月推高柴油价格。尽管大部分的恢复预计将发生在明年上半年末和明年下半年,因为主要市场继续面临感染率上升的问题。上周二含硫量为10 ppm的轻油的现金差价较新加坡报价每桶低13美分,而一天前每桶低22美分。 同时,航空燃料的现金差价较新加坡报价每桶低2美分,而上周一的溢价为3美分。
国际航空运输协会(IATA)周一表示,10月份全球航空货运需求比去年同期下降6.2%。国际航空运输协会表示,亚太航空公司10月份的国际货运需求同比下降11.6%,但这是连续第二个月出现好转。
受新冠疫情重创的航空公司正在为在大规模疫苗推广中发挥关键作用做准备,这有望立即提振该行业——除此之外,还将推动其自身的复苏和生存。上周二油价下跌,延续了前一交易日的跌势。因为加州在圣诞节期间加强了对疫情的封锁,而美国和欧洲的冠状病毒病例继续激增。
郝芬 译自 ICIS-MRC
原文如下:
Asia Distillates-Gasoil refining margins climb to highest in over 4 months
Asian refining margins for 10 ppm gasoil rose last Tuesday to their strongest in more than four months, partly buoyed by optimism that economies would rebound with accelerated approvals for COVID-19 vaccines, reporte Reuters.
Refining margins, or cracks, for 10 ppm gasoil climbed 63 cents to USD6.20 a barrel over Dubai crude during Asian trading hours, their highest since Aug. 6.
Regional gasoil demand is expected to pick up through the remainder of this year and in the first quarter of 2021, primarily led by India, but a resurgence in COVID-19 cases and related restrictions in several other Asian markets might put a dampener Global air cargo demand was 6.2% lower than previous year's levels in October, the International Air Transport Association (IATA) said Airlines battered by COVID-19 are prepping for key roles in the mass vaccine rollout that promises to unlock an immediate boost for the sector - and beyond that, its own recovery and survival. Oil prices fell on Tuesday, adding to losses from the previous session that came as California tightened its pandemic lockdown through Christmas and coronavirus cases continued to surge in the United States and Europe.