美最大原油出口中心原油出口下降35%

据原油新闻2020年5月15日休斯敦报道，自今年第一季度以来，由于疫情影响继续波及整个行业，美国最大的原油出口中心科珀斯克里斯蒂港的原油出口量下降了35%，原油出口量今年夏天预计还会进一步下降。

尽管原油价格因全球石油需求崩溃而跌至创纪录低点，但在这段时间内，位于美国德克萨斯州的科珀斯克里斯蒂港和墨西哥湾沿岸大部分地区的活动水平仍受到了先存的合同和对冲油价的提振。但科珀斯克里斯蒂港首席执行官肖恩?斯特朗布里奇表示，尽管其中很多交易正在进行，但需求的大幅下滑正变得越来越明显。

斯特朗布里奇说：“我们确实看到了原油出口量的下降。原油和成品油价格均比第一季度的历史高点大幅下跌。原油出口量下降将持续到6月份，甚至可能整个夏天。”

他说，科珀斯克里斯蒂港的原油平均日出口量从第一季度的170万桶的创纪录高位降到了上周的110万桶左右。斯特朗布里奇预计，这种需求低迷未来几周将进一步加剧。

根据美国能源信息署(EIA)公布的统计数据，截至5月8日的一周，美国原油平均日出口量为353万桶。统计数据显示，在截至5月15日的一周内，美国原油日出口量攀升到了406万桶。数据分析公司Analytics的统计数据显示，过去两周，来自科珀斯克里斯蒂港和英格尔塞德港的平均原油日出口量约为100万桶。

美国生产商正在关闭生产，并在国内外长期储存更多原油。由于全球石油需求在4月份下降了30%，即便套利交易仍在进行，原油出口预计最终也会受到影响。

计算结果显示，对休斯顿的WTI原油而言，进入东北亚的套利机会仍然存在，其定价优势约为每桶4.15美元，高于俄罗斯的ESPO原油。

李峻 编译自 原油新闻

原文如下：

Port of Corpus Christi sees crude exports plunge 35% and counting

Crude oil shipments from the United States' top oil-exporting hub have plunged 35% since the first quarter with more declines expected this summer as the impacts of the coronavirus pandemic continue to ripple throughout the industry.

Activity levels at the Port of Corpus Christi in Texas and throughout much of the Gulf Coast were buoyed for a while by preexisting contracts and hedged oil prices even as crude prices fell to record lows from the collapse in global oil demand. But a lot of those deals are now rolling off, and the stark dip in demand is becoming more clear, said port CEO Sean Strawbridge.

"We've certainly seen a drop. Both crude and refined products are down significantly from their first-quarter record highs," Strawbridge said. "It will continue in June and perhaps even through the summer."

Crude exports from the Port of Corpus Christi fell from a record-high average of 1.7 million b/d in the first quarter down to about 1.1 million b/d last week, he said, and Strawbridge expects the swoon to deepen a bit more in the weeks ahead.

According to the US Energy Information Administration, US crude exports the week ending May 8 averaged 3.53 million b/d.Analytics data shows US crude exports climbing to 4.06 million b/d for the week ending Friday. Exports from Corpus Christi and Ingleside, which the Port includes in its calculations, have averaged at roughly 1 million b/d over the past two weeks, Analytics data shows.

US producers are shutting in production and storing more crude longer term both on and offshore. With global oil demand having plunged by as much as 30% in April, crude exports were expected to eventually feel an impact, even as the arbitrage remains open.

The arbitrage into northeast Asia is still open for WTI crude at Houston, with a pricing advantage of about $4.15/b over Russian ESPO crude, Analytics calculations show.