巴国油销售量减少超30%

据世界石油4月14日报道，巴西燃料分销商Petrobras Distribuidora SA首席执行官格里索里亚(Rafael Grisolia)对路透表示，该公司的汽油和乙醇需求大幅下降。燃料销售量此前降幅达60%，最近几天略有回升，但需求较疫情爆发前下降了30-35%。

沙特阿拉伯和其他海湾产油国已同意从下个月开始再次减产，种种迹象表明，在那之前，石油供应口将继续敞开大门，未来几个星期，原油库存将继续有所增加。

根据彭博社制的油轮跟踪数据显示，沙特4月份迄今的原油出口量为每日930万桶。相比之下， 3月份前两周的日产量为680万桶。此外，未来几天至少有10艘超级油轮将在沙特拉斯塔努拉(Ras Tanura) 港口等待装载2000万桶石油。

沙特阿拉伯国家石油公司(Saudi Aramco) 4月份承诺将日产量提高至1230万桶，并大幅降价以争夺市场份额。3月份，为期三年的欧佩克+协议破裂。随着需求的下滑，价格也进一步下跌。

继上周末马拉松式的国际谈判之后，现在达成了一项限制产量的全球新协议，沙特阿拉伯同意在5月和6月将日产量削减至850万桶。目前还没有迹象表明，生产商们会在5月前减少供应，这意味着每天有数百万桶的过剩原油进入市场。

沙特石油部长阿卜杜勒-阿齐兹?本?萨勒曼在周一的电话会议上对记者表示:“欧佩克+新协议将从5月份开始落实。”

换句话说，目前价格战仍在继续。到目前为止，市场还没有被预期的减产所打动。截至周二伦敦时间下午5点50分，全球基准布伦特原油价格下跌5.4%，至每桶30美元左右。周一，新协议达成后的第一天，期货价格仅上涨0.8%。

另一项衡量指标——交易员在现货市场上购买实际原油的官方售价表明，沙特阿拉伯仍在寻求扩大市场份额。4月份的官方售价（OSPs）已经处于至少30年来的最低水平。沙特昨日公布了5月份的价格，加大了对多数市场的降价幅度，尤其是亚洲市场，降价幅度大于预期。

洪伟立 摘译自 世界石油

原文如下：

Brazilian fuel distributor Petrobras Distribuidora SA, better known by its BR Distribuidora brand name, has seen demand for gasoline and ethanol plummet during the new coronavirus outbreak, its chief executive officer told Reuters.

CEO Rafael Grisolia said the company’s sales for those fuels initially fell 60% after the arrival of the disease in Brazil, and in recent days has recovered slightly with demand down 30-35%, compared to levels prior to the outbreak.

Saudi Arabia and other Gulf suppliers may have agreed to cut oil production again starting next month, but by all indications the taps are set to remain wide open until then -- swelling crude stockpiles for at least a few more weeks.

The kingdom’s crude exports so far in April stand at 9.3 million barrels a day, according to tanker-tracking data compiled by Bloomberg. That compares with 6.8 million barrels a day through the first two weeks of March. What’s more, there are at least 10 supertankers with the capacity to haul a combined 20 million barrels of oil waiting to load at the Saudi port of Ras Tanura in the coming days.

State-owned oil company Saudi Aramco pledged to boost output to 12.3 million barrels a day in April as it slashed prices in a battle for market share, following the collapse of the three-year old OPEC+ pact in March. As the coronavirus spread across the globe, governments imposed restrictions on movement and demand collapsed further, as did prices.

Following marathon international talks this past weekend, there’s now a new global deal to limit output, with Saudi Arabia agreeing to trim production to 8.5 million barrels a day in May and June. There’s been no indication that any producer will close the taps before May, meaning millions of barrels a day of crude entering the market that aren’t needed.

“The arrangement is from May,” Prince Abdulaziz bin Salman, the Saudi oil minister, told reporters on a conference call on Monday in reference to the OPEC+ agreement. “All of April was sold.”

In other words, the price war is still on for now. So far, the market hasn’t been impressed. Global benchmark Brent crude was down 5.4% at around $30 a barrel, by 5:50 p.m. in London on Tuesday. On Monday, the first day following the new agreement, futures rose by a meager 0.8%.

Another measure -- the official selling prices that traders pay for actual barrels of crude in the physical market -- indicates that Saudi Arabia is still looking to gain market share. The so-called OSPs for April were already at their lowest in at least three decades. The kingdom released May’s prices yesterday, deepening the discounts to most markets, especially Asia, where the cut was greater than expected.