据世界石油9月6日报道,沙特下个月对亚洲的石油销售价格将比预期低一倍以上,这表明这个世界上最大的原油出口国希望吸引买家购买更多的石油。
国有生产商沙特阿美正在将其所有品级的定价下调至其在亚洲的最大市场。由于冠状病毒大流行严重破坏了能源需求的复苏,该公司官方销售价格连续三个月上涨,令炼油厂感到痛苦。
但随着布伦特原油今年上涨40%,OPEC+认为有足够的需求,年底前可能出现短缺,使其能够提高产量。这一增长意味着更多的石油将争夺谨慎的买家。沙特以长期合同向炼油厂出售其所有石油,如果其每月定价过高,可能会疏远客户。
UBS Group AG大宗商品分析师Giovanni Staunovo表示:“由于前几个月沙特的OSPs较高,交易员转向现货市场,而不是使用长期合约。”现在沙特阿美希望买家购买更多沙特原油,他说随着秋季国内需求可能趋于平稳,它们有更多的原油可供出口,因此这是提供更具吸引力的OSPs的另一个原因。
沙特阿美在一份声明中表示,该公司将把其主要石油等级Arab Light原油的价格下调1.30美元,比该地区基准价格高出1.70美元。上周对亚洲6家交易商和炼油商的调查显示,外界曾预计沙特阿美将把该级别的石油售价每桶降低约60美分。
作为沙特阿美最大客户的亚洲炼油商对此次削减的幅度感到惊讶。买家表示,此次减产表明,沙特正试图在价格上与其他生产商竞争,并从竞争对手手中抢占市场份额。
由于需求波动抑制了将原油转化为汽油和柴油等燃料的利润,这些炼油商受到了影响。沙特阿拉伯60%以上的原油出口到亚洲,韩国、日本和印度是最大的买家。
沙特阿美将维持10月份对美国和欧洲西北部的油价不变。对于地中海地区的买家来说,沙特阿美将所有级别的价格都下调了10美分/桶。
Staunovo说,Aramco并不打算增加在美国的销售,因为该国利用了战略储备。艾达飓风肆虐该地区后,美国墨西哥湾沿岸的炼油厂关闭。
OPEC本月决定继续削减去年实施的减产计划,以支撑油价,因为冠状病毒导致需求大幅下降。在沙特阿拉伯和俄罗斯的带领下, OPEC及其合作伙伴正谨慎行事,以使石油重返市场。
今年7月,OPEC同意从8月起每月增产40万桶,以在未来一年取消减产计划。需求已经从去年的低谷有所改善,OPEC+的减产也帮助支撑了市场,上周Brent原油交易价格在每桶73美元左右。
黎泱 编译自 世界石油
原文如下:
Saudis lower Asian oil prices to win back buyers
Saudi Arabia cut oil prices for sales to Asia next month by more than twice the expected amount in a sign the world’s largest crude exporter wants to entice buyers to take more of its barrels.
State producer Saudi Aramco is rolling back pricing align="justify"> But with Brent crude up 40% this year, OPEC+ sees enough demand -- and a potential shortage by the end of the year -- to allow it to raise production. That increase means more barrels competing for cautious buyers. Saudi Arabia, which sells all of its oil align="justify"> “Because of the high Saudi OSPs in previous months, traders have diverted to the spot market instead of using long term contracts,” said Giovanni Staunovo, a commodities analyst at UBS Group AG. Now Aramco wants buyers to take more Saudi crude, he said. “With domestic demand likely leveling off in autumn, they have more barrels to be exported, so that’s another reason to offer more attractive OSPs.”
Aramco is lowering pricing for Arab Light crude, its main oil grade, by $1.30 a barrel to a premium of $1.70 more than the regional benchmark, according to a statement. Aramco had been expected to reduce the oil selling price of the grade by around 60 cents a barrel, according to a survey of six traders and refiners in Asia last week.
Refiners in Asia, who are Aramco’s biggest customers were surprised by the scale of the cuts. The reductions signal the Saudis are trying to compete align="justify"> Those refiners have suffered as swings in demand crimp profits from turning crude into fuels like gasoline and diesel. Saudi Arabia sends more than 60% of its crude exports to Asia, with South Korea, Japan and India the biggest buyers.
Aramco is keeping pricing to the U.S. and to Northwest Europe unchanged for October. For buyers in the Mediterranean region, Aramco is trimming pricing align="justify"> Aramco isn’t looking to increase sales in the U.S. as that country draws align="justify"> OPEC+ this month decided to continue rolling back supply cuts implemented last year to support prices as the coronavirus slashed demand. Led by Saudi Arabia and Russia, the Organization of Petroleum Exporting Countries and partners are moving cautiously to get oil back align="justify"> The group agreed in July to raise production by 400,000 barrels a day each month from August to unwind production cuts over the next year. Demand has improved from the depths of last year and the OPEC+ cuts have helped support markets with Brent trading at about $73 a barrel last week.

