石油圈中国石化新闻网讯 据路透社新加坡9月6日消息，亚洲一些石油贸易商正寻求抢购来自美国的原油船货，因飓风哈维导致美国炼油厂关闭，削减了当地原油需求，从而扩大了美国基准原油和大西洋盆地基准原油之间的价差。 大约10天前飓风哈维袭击了美国墨西哥湾沿岸，导致美国近四分之一的炼油能力关闭，但其中一些炼厂目前正在复工。 炼厂关闭已经推动近月美国西得克萨斯中质原油（WTI）和布伦特原油价差在上周拉宽至近6美元/桶，创下两年来最大的价差，促使亚洲贸易商寻找具有价格竞争力的美国原油。然而，一些贸易商表示，在贸易商敲定运往东方的船货之前，原油现货价格需要进一步下跌。 日本三菱株式会社的石油风险经理Tony Nunan表示：“一个好消息是WTI和布伦特原油价差下跌了这么多，意味着过剩的美国原油将用来出口。出口设施似乎没有受到太多破坏，恢复速度应该会较预期更快。”一名匿名的新加坡交易员表示，WTI轻质原油价格最为疲软，或将最先运往亚洲。 台湾炼油商台塑石化可能考虑从美国购买原油船货。该公司发言人KY Lin告诉路透社：“我们正在关注形势。美国原油供应过剩局面可能会恶化，并在未来两周内给原油价格施加更多下行压力。” 高盛分析师周三在一份报告中称，美国原油库存预计将上升，因为至少有140万桶/天的美国炼油能力在9月中旬后仍将处于关闭状态。这位分析师表示：“我们预计在哈维登陆后的一个月内美国原油库存将增加4000万桶。” 除了北亚炼油商联合石化、中石油、JXTG、科斯莫能源、GS Caltex和鲜京能源之外，经常将美国原油船货运往亚洲的企业还包括BP、雪弗龙、托克、摩科瑞和西方石油公司。 张春晓 摘译自 路透社 原文如下： Asian traders look to snap up US crude in wake of Hurricane Harvey Some oil traders in Asia are looking to snap up crude cargoes from the United States after Hurricane Harvey closed US refineries, denting local demand and pushing out the price spread between U.S and Atlantic Basin crude benchmarks. Hurricane Harvey barreled into the US Gulf of Mexico coast around 10 days ago, closing nearly a quarter of the nation’s refining capacity, although some of that is now coming back online. The closures pushed the prompt-month spread between West Texas Intermediate crude and Brent crude to the widest in two years at nearly $6/bbl last week, prompting Asian traders to hunt for competitively priced US crude. However, some said spot prices would need to ease further before traders fixed cargoes for the journey east. “One good piece of news is that the WTI-Brent spread has blown out so much that means excess US crude is going to be exported,” said Tony Nunan, oil risk manager at Mitsubishi Corp in Tokyo. “It looks like there wasn’t much damage to export facilities and they should come back up quicker (than expected).” Prices for WTI light grades were the weakest and they could head to Asia first, said a Singapore-based trader, declining to be identified as he was not authorized to speak with media. Taiwanese refiner Formosa Petrochemical Corp could consider buying from the United States.”We’re watching the situation,” spokesman KY Lin told Reuters.”US crude’s length may worsen and put more downward pressure on prices in the next two weeks.” US crude supplies are expected to stay elevated because at least 1.4 MMbpd of refining capacity could still be offline past mid-September, Goldman Sachs analysts said in a note on Wednesday. “We project that the hurricane will have added 40 MMbbl to US crude inventories in the month following landfall,” the analysts said. Companies that often ship US crude to Asia include BP, Chevron Corp, Trafigura, Mercuria and Occidental in addition to North Asian refiners Unipec, PetroChina, JXTG, Cosmo Energy, GS Caltex and SK Energy.
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