亚洲蒸馏汽油利润出现10周来最大单周跌幅

据烃加工网站8月7日报道 由于印度出口增加，亚洲地区供应充足，套利机会有限，10 ppm汽油的亚洲炼油利润周五下降，创下2-1/2个月来最大单周跌幅。上周五亚洲交易时段，10 ppm汽油的炼油利润率较迪拜原油下滑42美分，至每桶5.80美元。

Refinitiv Eikon数据显示，本周利润率已下跌15.5%，为5月29日以来最大单周跌幅。在冠状病毒感染死灰复燃之后，一些国家重新采取了封锁措施，这削弱了工业和运输燃料的使用。过去两个月，随着一些政府放松了以病毒为主导的限制措施，这些燃料在过去两个月里出现了大量需求。Refinitiv石油研究公司评估显示，根据评估，印度8月份的汽油出口量预计将达到250万吨，决定新加坡和西北欧之间汽油价格价差的EFS交易所上周五的交易价格约为每吨-11美元，这通常使其无法进行套利出货。交易员表示，当EFS的交易价格在每吨-15美元左右或更低时，套利通常为有利可图，不过这也取决于运费等其他因素。上周五，含硫量为10 ppm的汽油的现金溢价从一天前的11美分下滑至每桶4美分。

荷兰咨询公司Insights Global的数据显示，截至8月6日的一周内，独立持有的阿姆斯特丹-鹿特丹-安特卫普（ARA）炼油和储存中心的汽油库存下跌2.2%，至250万吨。数据显示，ARA喷气燃料库存上升1.5%，至95.1万吨。

中国7月原油进口较上年同期猛增25%，原因是4月份价格暴跌时大量订单涌入，6月份一些港口发货延迟，最终通关。

王磊 摘译自 烃加工

原文如下：

Asia Distillates-Gasoil cracks see biggest weekly drop in 10 weeks

Asian refining margins for 10 ppm gasoil dropped on Friday, recording their biggest weekly decline in 2-1/2 months, as the region is awash with supplies due to higher exports from India amid limited arbitrage opportunities. Refining margins, also known as cracks, for 10 ppm gasoil slipped 42 cents to $5.80 a barrel over Dubai crude during Asian trading hours on Friday.

Cracks have fallen 15.5% this week, the steepest weekly decline since May 29, Refinitiv Eikon data showed. Renewed lockdown measures in several countries in the wake of a resurgence in coronavirus infections is impairing use of the industrial and transportation fuel that found pockets of demand over the last two months as some governments relaxed virus-led restrictions. Meanwhile, August gasoil exports from India are forecast to reach up to 2.5 million tonnes, according to the assessments. This compares with about 2.2 million tonnes of gasoil the country exported last month. The exchange of futures for swaps (EFS), which determines the gasoil price spread between Singapore and Northwest Europe, traded around minus $11 per tonne on Friday, typically making it unworkable for arbitrage shipments. Arbitrage is usually profitable when the EFS trades at about minus $15 a tonne or below, though it depends on other factors such as freight rates as well, according to traders. Cash premiums for gasoil with 10 ppm sulphur content slipped to 4 cents a barrel to Singapore quotes on Friday, down from 11 cents a day earlier.

Gasoil stocks held independently in the Amsterdam-Rotterdam-Antwerp (ARA) refining and storage hubdipped 2.2% to 2.5 million tonnes in the week to Aug. 6, data from Dutch consultancy Insights Global showed. The data showed ARA jet fuel inventories rose 1.5% to 951,000 tonnes.

China's crude imports in July surged 25% from a year earlier, as massive orders made while prices collapsed in April arrived and as some shipments delayed at ports in June finally cleared customs.