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管道和铁路限制 北达科他州油价进一步走软

中国石化新闻网讯 据路透社11月12日纽约/休斯顿消息称,交易商和高管表示,巴肯原油价格将在未来几个月从本已较低的水平上回落,随着产量飙升,北达科他州寒冷的冬季可能会中断铁路运输量并加剧瓶颈问题。 美国石油生产商增加了该国第三大油田产量,10月份原油产量增加至创纪录的每天130万桶,克制了管道和铁路车辆的影响。 根据市场情报公司Genscape数据,该地区的管道产能仅为125万桶/天,迫使北达科他州的生产商不得不依赖效率较低的铁路,这可能会在冬季面临运营困难。此外,附近的加拿大石油生产商也在努力解决瓶颈问题,他们正在向美国推出更多石油,从而加剧了限制。 上周巴肯原油较美国原油期货WTC-BAK的折价幅度达到创纪录的20美元/桶,上周五每桶的折价幅度为13.50美元/桶。 公司高管表示,炼油厂的维护加大了折扣幅度,但随着维护工作的结束,价格可能会得到一些支撑。 由于容量限制迫使炼油厂依赖铁路,巴肯石油的折扣并不是什么新鲜事。2017年能源传输公司的Dakota Access管道的启动改变了这一状况,但创纪录的产量再次使容量紧张。 曹海斌 摘译自 路透社 原文如下: North Dakota oil prices set to weaken further amid pipe, rail constraints Bakken crude prices are set to weaken from already low levels in coming months, with the frigid winter in North Dakota likely to disrupt rail loadings and worsen bottlenecks as production soars, traders and executives said. U.S. oil producers ramped up production in the nation’s third-largest oilpatch, boosting crude output to a record 1.3 million barrels per day (bpd) in October, overwhelming pipelines and rail cars. The region’s pipeline capacity is just 1.25 million bpd, per market intelligence firm Genscape, forcing producers in North Dakota to rely on less efficient rail, which could face difficulties operating in the winter. In addition, nearby Canadian producers also grappling with bottlenecks are pushing more oil into the United States, worsening the constraints. Bakken crude traded at a record $20-per-barrel discount to U.S. crude futures WTC-BAK last week, and last traded at a $13.50-per-barrel discount on Friday. Refinery maintenance exacerbated the discounts but as work wraps up, prices could find some support, company executives said. Discounts on Bakken oil are nothing new, due to capacity constraints that forced refiners to rely on rail. The startup of Energy Transfer’s Dakota Access pipeline in 2017 changed that, but record production is straining capacity again.
 

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