石油圈中国石化新闻网讯 据普氏新加坡12月20日消息，沙特阿美在亚洲的炼油商和长期客户已经收到了1月份的全部原油配额，尽管该国在本月早些时候签署了一项从1月份开始减产的协议。 一家中国炼油商表示:“我们已收到全部配额。”另一家新加坡交易商表示:“沙特阿美填补了1月份所有提名。” 他们表示，一些客户在月度合同产量的基础上，还获得了额外的原油供应。他们补充称，沙特阿美在1月份的官方销售价格上大幅降价，促使炼油商要求增加产量。 此举被视为沙特迫切希望捍卫其在亚洲的市场份额，以对抗进入该地区的其它来源，尤其是来自美国的。 一位北亚炼油商的交易员表示：“我认为，如果可以，我们不会采取任何其他类型的原油。这个月沙特的石油供应商看起来太有吸引力了。” 这位交易员表示:“尽管欧佩克减产，沙特阿美正妥善照顾东方的长期客户。但美国现在是一个净出口国，那些石油总得有个去处。” 美国能源情报署最近表示，截至11月底，美国原油产量同比增加200万桶/日，达到1170万桶/日。 普氏能源资讯数据显示，11月份约有110万桶美国原油流入亚洲，高于2017年11月的62.7万桶/天。 国营韩国国家石油公司的数据显示，韩国10月份进口了880万桶轻质低硫西德克萨斯中质原油和Eagle Ford原油和凝析油，创下该国月度进口纪录。 近几个月来，欧洲、中东和美国原油之间的价差不断缩小，也降低了中东原油在全球市场上的竞争力。 10月，布伦特/迪拜期货交易所衡量套利进入亚洲可行性的指标，从9月的3.40美元/桶收窄至平均2.61美元/桶，此后继续收窄，使得与迪拜相关的原油价格相对高于欧美同行。 普氏能源资讯数据显示，11月迪拜对WTI期货的溢价为7.9美元/桶，9月为5.90美元/桶。 陈菲 摘译自 普氏能源资讯 原文如下： Saudi Arabia spares Asia from crude cuts in bid to keep market share Refiners and term customers of Saudi Aramco across Asia have received their full volume of crude allocations for January despite the kingdom leading an agreement earlier this month to cut production from January. “We have received our full allocation,” a China-based refiner said, while a Singapore-based trader said: “Saudi [Aramco] filled all [January] nominations”. Some customers also received incremental barrels on top of their monthly contractual volume, they said, adding that aggressive price cuts by Aramco on its January official selling prices had incentivized refiners to request extra volumes. The move was seen as Saudi Arabia’s keenness to defend market share in Asia against alternative sources into the region, particularly from the US. “I do not think we will take any other type of crude if we can help it. The Saudi OSPs look too attractive this month,” a trader with a North Asian refiner said. “Despite OPEC cuts, they [Aramco] are properly looking after term customers in the East,” the first trader said. “[But the] US is a net exporter now. Those barrels have to go somewhere.” US crude production at the end of November was 2 million b/d higher year on year at 11.7 million b/d, the US Energy Information Administration said recently. About 1.1 million b/d of US crude flowed into Asia in November, up from 627,000 b/d in November 2017, data from Platts cFlow, trade flow software, showed. South Korea imported 8.8 million barrels of light sweet WTI Midland and Eagle Ford crude and condensate in October, the country’s record monthly intake from the US, data from state-run Korea National Oil Corp. showed. A narrowing spread between European, Middle Eastern and US crudes in recent months has also decreased the competitiveness of sour Middle Eastern grades in the global market. The Brent/Dubai exchange of futures for swaps — a proxy for arbitrage viability into Asia — narrowed to an average $2.61/b in October from $3.40/b in September and has continued to narrow since, making Dubai-linked crude relatively more expensive than European or US counterparts. Dubai’s premium to WTI futures, which averaged $5.90/b in September, was $7.90/b in November, S&P Global Platts data showed.
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