石油圈中国石化新闻网讯 据普氏能源资讯新加坡11月21日消息称，近期国际原油直接价格的大幅下跌可能迫使一些亚洲炼油商以低于投入成本的价格出售其成品油，这为韩国和日本汽油生产商考虑在第四季度减少出口提供了理由。 业内消息人士指出，由于亚洲石油产品的价差不断扩大，近几周油价暴跌在东北亚主要汽车燃料出口商拉响了警钟。 过去几个月，东北亚炼油商的原油和凝析油采购成本约为75-80美元/桶，但自上周初以来，亚洲轻质馏分油基准价格跌至70美元/桶以下。 韩国国家石油公司（Korea National Oil Corp.）的最新数据显示，韩国9月从其最大供应商沙特阿拉伯进口了2390万桶原油，平均价格为77.34美元/桶。 财政部周一公布的初步数据显示，在邻国日本，该国的原油进口CIF价格环比上涨5.8％至10月份的每桶79.17美元。 此外，阿布扎比国家石油公司将其10月装载的Murban原油的官方售价定为82.30美元/桶，高于9月份装载的轻酸级原油的80.35美元/桶。 然而，近几周许多主要的亚洲清洁成品油价格的基准价格出现大幅下滑，由于近月ICE布伦特原油期货自10月4日以来在亚洲周三早期交易中下跌超过20美元/桶至63.33美元/桶，国际原油基准价格也随之急剧下跌。 贸易消息人士还指出，亚洲汽油现金差价和利润率一直承受着压力，因为该地区难以消化过剩的原油，且有大量套利货物从西方流入。 普氏数据显示，新加坡92号汽油基准FOB价格自月初以来继续回落，并在11月14日亚洲收盘时触及一年低点，为65.81美元/桶。 汉华投资证券公司（Hanwha Investment＆Securities）驻首尔的炼油行业分析师Young-Hun Park表示，从11月初开始，亚洲已经见证了汽油精炼利润率相对于与实现的迪拜原油进口价格相比有所下降。 Park补充说：“对于亚洲汽油生产商而言，这不是在出口市场上获利的合适环境。” 陈菲 摘译自 普氏能源资讯 原文如下： South Korea, Japan may cut Q4 gasoline exports as oil prices tumble The recent sharp decline in international outright oil prices could force some Asian refiners to sell their refined oil products at below input costs, making a case for South Korean and Japanese gasoline producers to consider minimizing their exports in the fourth quarter. Industry sources noted that the abrupt oil price slump in recent weeks has raised alarm bells among major Northeast Asian auto fuel exporters as Asian oil product crack spreads faltered. Crude oil and condensate procurement costs for Northeast Asian refiners were seen around the $75-$80/b levels over the past couple of months, but Asian light distillate benchmark prices tumbled below the $70/b mark since the start of last week. South Korea imported a total of 23.9 million barrels of crude from its biggest supplier Saudi Arabia in September and paid on average $77.34/b, latest data from state-run Korea National Oil Corp. showed. In neighboring Japan, the country’s CIF crude import price rose 5.8% month on month to $79.17/b in October, preliminary data released Monday by the Ministry of Finance showed. In addition, Abu Dhabi National Oil Company has set the official selling price of its Murban crude for loading in October at $82.30/b, up from $80.35/b set for the light sour grade loaded in September. However, many of the key Asian clean refined product outright benchmark prices took a sharp downturn in recent weeks, tracking the steep decline in international crude benchmarks with front-month ICE Brent futures falling more than $20/b since October 4 to $63.33/b in early Asian trade, at 0230 GMT, Wednesday. Trade sources also noted that Asian gasoline cash differentials and margins have been under pressure as the region struggled to absorb surplus barrels with ample arbitrage cargoes flowing in from the West. The benchmark FOB Singapore 92 RON physical gasoline price continued to retreat since the start of the month and hit a one-year low of $65.81/b at the Asian close on November 14, S&P Global Platts data showed. From the beginning of November, Asia has witnessed gasoline refining margins against the realized Dubai crude import price flip to a discount, said Young-Hun Park, refining sector analyst at Hanwha Investment & Securities based in Seoul. “It’s not the right environment [for Asian gasoline producers] to make profits in the export market,” Park added.
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