据ICIS-MRC网站9月8日莫斯科报道,据路透社报道,亚洲10ppm轻油的现金溢价上周五连续第四个交易日上涨,飙升至一年多来的最高水平,受实物市场的积极买盘和来自欧洲的强劲套利需求推动。
硫含量为10ppm的轻油的现金价差飙升至每桶31美分,这是自2020年7月下旬以来的最高水平。
随着欧洲进入需求高峰季节,并在冬季到来前吸收货物补充取暖油库存,尽管受德尔塔爆发的影响,亚洲地区的轻油市场已得到了缓冲。据贸易商和行业分析师预计,由于上周末飓风“艾达”袭击墨西哥湾沿岸、导致路易斯安那州6家炼油厂关闭或减产,美国原油供应不足,未来几周欧洲对亚洲原油的需求将更为强劲。
在亚洲交易时段,10ppm轻油的炼油利润率(也称为价差)较迪拜原油上涨30美分至每桶9.81美元,为去年3月底以来的最高水平。根据Refinitiv Eikon数据显示,本周新加坡基准轻油等级的价差已攀升9%,连续第二周上涨。
根据荷兰咨询公司Insights Global的数据显示,截至9月2日当周,在阿姆斯特丹-鹿特丹-安特卫普(ARA)炼油和储存中心的轻油独立库存下滑0.2%,至206万吨。本周ARA航空燃油库存上涨4.6%,至103万吨。液化天然气(LNG)——一些贸易和行业消息人士告诉路透,有长期合同的液化天然气(LNG)买家要求供应商提供额外数量的超冷燃料,这种燃料与油价挂钩,目前油价远低于现货价格。据消息人士称,一些企业已要求装载根据长期合同购买的更多货物,而不是转向现货市场购买更多货物,或要求提前交货。
郝芬 译自 ICIS-MRC
原文如下:
Asia Distillates-Gasoil cash premiums surge to over 13-month high align="justify"> Asia's cash premiums for 10 ppm gasoil rose for a fourth consecutive session align="justify"> Cash differentials for gasoil with 10 ppm sulphur content surged to a premium of 31 cents per barrel to Singapore quotes, a level not seen since late-July 2020.
Asia's gasoil market has found a cushion, despite lacklustre regional demand align="justify"> Refining profit margins, also known as cracks, for 10 ppm gasoil jumped 30 cents to USD9.81 per barrel over Dubai crude during Asian trading hours, their strongest since end-March last year. Cracks for the benchmark gasoil grade in Singapore have climbed 9% this week, in a second straight weekly rise, Refinitiv Eikon data showed.
Gaoil stocks held independently in the Amsterdam-Rotterdam-Antwerp (ARA) refining and storage hub slipped 0.2% to 2.06 million tonnes in the week ended Sept. 2, according to Dutch consultancy Insights Global. - ARA jet fuel inventories rose 4.6% this week to 1.03 million tonnes. LNG - Liquefied natural gas (LNG) buyers with long-term contracts are asking their suppliers for extra volumes of the super-chilled fuel pegged to oil prices which are currently much lower than spot prices, several trade and industry sources told Reuters. - Some have requested to load bigger cargoes bought under their long-term contracts instead of turning to the spot market to buy additional cargoes, or have asked for earlier delivery of the cargoes, the sources said.