据能源世界网6月15日新加坡报道,七位消息人士周一表示,世界最大的石油出口商沙特阿美公司(Saudi Aramco)已经减少了其将向亚洲至少五名买家供应的七月原油量。
据知情人士称,此次减产主要针对中型和重型品级。
此前,石油输出国组织(OPEC)及其包括俄罗斯在内的盟国达成协议,直到7月底将日产量削减970万桶,相当于疫情爆发前全球需求的10%。
沙特阿拉伯表示,在全球需求复苏的迹象出现之际,其将结束更深层次的自愿削减。
据消息人士称,尽管炼油利润率和石油需求尚未赶上原油估值的上涨,但中东供应趋紧,炼厂对原油需求改善,促使沙特阿美7月对亚洲官方销售价格的上调幅度超过预期。
BPCL炼油厂主管R Ramachandran表示, OSP增加让我们感到意外,对炼油商没有吸引力,尤其是在炼油利润率较低的市场。
据知情人士透露,这导致至少一家主要的亚洲买家要求将7月份的合同数量减少近三分之一。
另外两位消息人士表示,他们将在本月增加购买跨地区套利货物,如西非原油和美国原油,这些货物的价格更具竞争力,并减少购买昂贵的中东石油。
郝芬 译自 能源世界网
原文如下:
Saudi Aramco cuts July crude supplies to at least 5 buyers in Asia
World's largest oil exporter Saudi Aramco has reduced the volume of July-loading crude that it will supply to at least five buyers in Asia, seven sources said on Monday.
The cuts were mainly for medium and heavy grades and were seen at refineries in countries, the sources with knowledge of the matter said.
The move followed a deal struck by the Organization of the Petroleum Exporting Countries (OPEC) and its allies including Russia to keep production cuts of 9.7 million barrels per day, or 10% of pre-coronavirus world demand, until the end of July.
Saudi Arabia said it will end its deeper, voluntary cuts amid signs of global demand recovering.
Tighter Middle East supplies and improving refinery appetite for crude have prompted Saudi Aramco to hike July official selling prices (OSPs) to Asia more than expected even though refining margins and oil demand have yet to catch up with the rising crude valuation, the sources said.
"Increased OSPs have caught us by surprise and these are not attractive to refiners specially in a market where refining margins are weak," said BPCL's head of refineries R Ramachandran.
This has led at least one major Asian buyer to request for almost a third less of its contract volume for July, one of the sources with direct knowledge of the matter said.
Two other sources said they will increase the purchase of cross-region arbitrage cargoes this month, such as West African crude and U.S. crude, that are priced more competitively and reduce the purchase of expensive Middle Eastern oil.
Saudi Aramco did not immediately respond to a request seeking comment outside of business hours.
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