俄罗斯乌拉尔原油价格达到2001年以来最高

据7月3日Neftegaz.Ru消息：由于欧佩克+减产，俄罗斯中等酸度乌拉尔原油的出口量大大减少，数据显示，乌拉尔在6月30日以交付鹿特丹的价格评估为布伦特布伦特原油加2美元/桶的价格。7月乌拉尔原油供应量环比大幅下降，尽管5月和6月的装载计划本身出现了大幅下降。

7月乌拉尔原油海运出口清单显示，平均装载量为774,310桶/天，较上月减少536,730桶/天，降至至少2012年以来的最低水平。

消息人士称，7月产量既反映了欧佩克+减产的扩大，也反映了俄罗斯炼油厂运行增加的影响，这将减少可供出口的乌拉尔原油数量。

欧佩克+减产对全球重质高硫原油的产量造成了不成比例的影响，使得炼油商几乎没有其他选择。

有贸易商称，一家欧洲炼油商最近为7月7-11日的一船货支付了约2美元/桶的布伦特原油价格。另有消息称，本月第三个十年的货运量较布伦特原油期货合约溢价2.35美元/桶。但地中海的采购商只能投标由炼油厂处理的变质产品。

由于该国是该级别石油的重要买家，该地区需求减少可能会给地中海和欧洲炼油商提供一些喘息的机会。在地中海地区，乌拉尔原油在奥古斯塔交割基础上对当时的布伦特原油的溢价为2.50美元/桶。而之前曾出现过更高的价格，即6月18日以2.55美元/桶的溢价评估。

冯娟 摘译自 Neftegaz.Ru

原文如下：

Russian Urals crude at highest value since at least 2001

With exports of Russia's medium sour Urals crude significantly reduced because of OPEC+ production cuts, the grade has risen to its highest value in S&P Global Platts data going back to 2001.

Urals was assessed at Dated Brent plus $2/b on a delivered Rotterdam basis on June 30,data showed. Urals supply in July is sharply lower month on month even after May and June loading programs themselves saw big falls.

The July export schedule for seaborne Urals crude shows loadings averaging 774,310 b/d, a reduction of 536,730 b/d on the month to the lowest volume since at least 2012.

The volume in July reflects both the extension of the OPEC+ cuts and the impact of increased refinery runs in Russia, which will reduce the quantity of Urals available for export, sources said.

Loadings of heavier, sour crudes globally have been disproportionately impacted by the OPEC+ cuts, leaving refiners few alternatives.

A European refiner recently paid around Dated Brent plus $2/b for a cargo loading July 7-11, a trader said. Another source said a cargo loading in the third decade of the month had traded at a premium of $2.35/b to Dated Brent. "Sour buyers in the Mediterranean are a bit stuck...nothing to buy and therefore bidding for anything remotely sour that can still be handled by refineries," a trader said.

However, the arbitrage to China for the grade was closed following ample inventory in the country, traders said.

With the country a significant buyer of the grade, reduced demand from the region may provide some respite to Mediterranean and European refiners. In the Mediterranean, Urals was last assessed at a premium to Dated Brent of $2.50/b on a delivered Augusta basis.

The assessment has only been higher once before in Platts data, when it was assessed at a premium of $2.55/b on June 18.