沙特或下调9月销往亚洲的原油官方售价

据路透社7月30日报道，业内消息人士称，随着中东基准原油价格下跌和炼油利润率疲弱，沙特阿拉伯可能下调9月在亚洲销售的原油官方售价。

调查显示，五家来自亚洲炼油厂的消息人士预计，9月阿拉伯轻质原油官方售价将减少0.61美元/桶，预测波动范围在20美分至1美元之间。

由于第二波新冠肺炎疫情爆发，需求复苏缓慢，压低了本月中东原油现货价格，加上亚洲炼油利润率仍然疲弱。

数据显示，尽管本月迄今为止，迪拜现金对掉期的月平均溢价仅下降了6美分，但DME Oman和cash Dubai本周自5月以来首次转向掉期折价。

7月底，迪拜已经从现货溢价转变为期货溢价，即现货价格低于期货价格，表明石油供应过剩。亚洲汽油、航空燃料和高硫燃料油的差价有所下降，而石脑油、汽油和低硫燃料油的差价则有所改善。

沙特原油的官方售价通常在每月5号左右发布，为伊朗、科威特和伊拉克的原油价格走势奠定了基础，影响到运往亚洲的超过1200万桶/天的原油。

沙特阿美根据客户的建议制定原油价格，并根据产量和成品油价格计算出过去一个月石油价值的变化。

王佳晶 摘译自 路透社

原文如下：

Saudi Arabia may cut September crude oil prices to Asia: survey

Top oil exporter Saudi Arabia may cut its September official selling price (OSP) for crude sold in Asia, tracking falling Middle East benchmarks and weak refining margins, according to industry sources.

Five sources from Asian refineries on average expect the September OSP for flagship Arab Light crude to fall by 61 cents a barrel, though forecasts range from a cut of $1 to 20-30 cents, a Reuters survey showed.

Slow demand recovery amid the second wave of COVID-19 infections has depressed spot prices for Middle Eastern crude this month, while Asia’s refining margins remained weak, they said.

Although the monthly average of cash Dubai’s premium to swaps dipped by only 6 cents so far this month, DME Oman and cash Dubai this week turned to discounts to swaps for the first time since May, data compiled by Reuters showed.

Prompt Dubai has flipped from backwardation into contango in late July. The contango structure, where prompt prices are lower than future prices, usually indicates an immediate oil surplus.

Asia’s margins for gasoline, jet fuel and high sulphur fuel oil weakened in July, while cracks for naphtha, gas oil and low sulphur fuel oil showed improvement.

Saudi crude OSPs are usually released around the fifth of each month, and set the trend for Iranian, Kuwaiti and Iraqi prices, affecting more than 12 million barrels per day (bpd) of crude bound for Asia.

State oil giant Saudi Aramco sets its crude prices based on recommendations from customers and after calculating the change in the value of its oil over the past month, based on yields and product prices.