美国化工类股涨跌互现 油价跌至18年低点

据ICIS网站3月30日消息 美国上市化工公司的股票周一涨跌互现，油价跌至18年来的低点。

5月份布伦特原油期货结算价为22.76美元/桶，下跌2.17美元/桶。WTI结算价为20.09美元/桶，下跌1.42美元/桶。

一个多月来，股市一直异常动荡。从2月24日开始，道琼斯工业平均指数在过去26个交易日中的21个交易日至少波动了2%。

疫情在美国和全球其他地区继续传播，产生较大影响。

疫情是油价下跌的原因之一，限制疾病传播的旅行限制导致了燃料需求的下降。

由于需求下降，美国炼油商PBF能源公司正在以最低费率运营其装置。

另一个拖累油价的因素是欧佩克和俄罗斯之间减产协议的结束。从4月1日开始，他们将不限制石油生产。

道琼斯首席执行官吉姆菲特林表示，在如此低的油价下，企业无法取代石油，55-60美元/桶的价格更具可持续性。

供应的增加和需求的下降共同导致人们担心全球石油储备将耗尽，迫使高成本的油井关闭。

ICIS石化指数（IPEX）显示，石化和聚合物价格倾向于跟随原油走势，时滞约为6周。该指数跟踪了12种主要的石油化工产品和聚合物。

ICIS利润率分析显示，在北美，乙烯现货价格仍处于34年来的低点。3月份丙烯合约创11年新低。

在欧洲，尽管油价下跌，化工股和股市仍上涨。

王磊 摘译自 ICIS

原文如下：

US chem shares mixed as oil prices reach 18-year lows

Shares of US-listed chemical companies were mixed on Monday as oil prices reached 18-year lows.

Brent crude oil futures for May settled at $22.76/bbl, down by $2.17/bbl. WTI settled at $20.09/bbl, down by $1.42/bbl.

Stock markets have been exceptionally volatile for more than a month. Starting on 24 February, the Dow Jones Industrial Average has swung by at least 2% in 21 of the past 26 trading sessions.

The coronavirus (Covid-19) has caused much of this volatility as it continues to spread in the US and the rest of the world.

The coronavirus is one of the reasons behind the decline in oil prices. The travel restrictions imposed to limit the spread of the disease has caused a decline in fuel demand.

US refiner PBF Energy is running its units a minimum rates because of the decline in demand.

Another factor dragging down oil prices is the end of a production-cut agreement between OPEC and Russia. Starting on 1 April, they will have no constraints on oil production.

At such low prices, companies cannot replace oil, said Dow CEO Jim Fitterling. A price of $55-60/bbl is more sustainable.

The combination of rising supply and falling demand has led to concerns that the world would run out of storage, forcing high-cost wells to shut-in.

Petrochemical and polymer prices tend to follow crude oil with a time lag of about six weeks, according to the ICIS Petrochemical Index (IPEX). The index tracks 12 major petrochemicals and polymers.

In North America, ethylene spot prices remain at 34-year lows, according to the ICIS margins analysis. March contracts for propylene settled at an 11-year low.

In Europe, chemical stocks and bourses rose despite the drop in oil prices.