据ICIS-MRC网站8月20日莫斯科报道,根据路透社援引能源信息署(EIA)的声明称,上周美国原油库存降至去年1月以来的最低水平。
由于美国人接种了冠状病毒疫苗,美国燃料需求反弹,库存数月来一直在下降。然而,感染人数再次激增,分析师正在观察燃料需求是否放缓,特别是在感染人数激增的南部各州。
截至8月13日当周,原油库存减少320万桶,至4.355亿桶,超过预期的减少110万桶。 最近一周原油出口量增加至340万桶/日。
纽约Again Capital LLC合伙人John Kilduff表示,原油的减少将非常有利于市场。出口需求良好,可能与最近的价格下跌有关。
据EIA称,俄克拉荷马州的库欣,原油库存上周下降98万桶。美国最大的石油储存中心和美国原油期货交付点的库存已连续10周下降,目前处于2018年10月以来的最低水平,为3360万桶。本周美国汽油库存增加69.6万桶,至2.282亿桶,而分析师预计下降170万桶。
包括柴油和取暖油在内的馏分油库存本周减少270万桶,降至1.378亿桶,而预期将增加27.6万桶。
EIA表示,上周炼油厂原油日产量下降19.1万桶。本周炼油厂利用率上升0.4个百分点。
作为一种需求衡量指标,向市场供应的整体产品的四周日均供应量为2080万桶,与2019年冠状病毒爆发前的水平持平。
美国原油日产量增至1140万桶,但每周数据波动较大。
根据EIA的月度产量报告显示,占美国产量大部分的页岩油产量预计将在9月增至810万桶/日,为2020年4月以来的最高水平。
郝芬 译自 ICIS-MRC
原文如下:
US crude stockpiles down last week to lowest levels since January 2020
US crude oil stockpiles dropped last week to their lowest levels since January 2020, reported Reuters with reference to the Energy Information Administration's statement.
Inventories have been declining for several months as US fuel demand has rebounded with Americans getting vaccinated against coronavirus. Infections, however, are surging again and analysts are watching to see if fuel demand slackens, particularly across southern states where the number of people infected has surged.
Crude inventories fell by 3.2 million barrels in the week to Aug. 13 to 435.5 million barrels, exceeding estimates for a 1.1 million-barrel drop. Crude exports rose in the most recent week to 3.4 million barrels per day (bpd).
"The crude draw will be very supportive for the market. There's a good demand from exports, probably to do with the recent price decline," said John Kilduff, partner at Again Capital LLC in New York. "This report should push back against worries about the (coronavirus) Delta variant that have crept into the market."
At the Cushing, Oklahoma, delivery hub, crude stocks fell by 980,000 barrels in the last week, the EIA said. Inventories at the nation's largest oil storage hub and delivery point for US crude futures have dropped for 10 straight weeks and are now at their lowest levels since October of 2018, at 33.6 million barrels.
US gasoline stocks rose by 696,000 barrels in the week to 228.2 million barrels, the EIA said, compared with analysts' expectations for a 1.7 million-barrel drop.
Distillate stockpiles, which include diesel and heating oil, fell by 2.7 million barrels in the week to 137.8 million barrels, versus expectations for a 276,000-barrel rise.
Refinery crude runs fell by 191,000 barrels per day in the last week, EIA said. Refinery utilization rates rose by 0.4 percentage point, in the week.
The four-week average of overall product supplied to the market - a measure of demand - was 20.8 million barrels per day, in line with pre-coronavirus levels from 2019.
US crude production rose to 11.4 million bpd, though weekly figures are volatile. Shale oil production, which accounts for most of US output, is expected to rise to 8.1 million bpd in September, its highest since April 2020, according to the EIA's monthly drilling output report.