美國(guó)墨西哥灣沿岸的汽油辛烷值周四下跌

據(jù)普氏能源資訊7月19日?qǐng)?bào)道，受汽油價(jià)格走軟和出口下降的影響，美國(guó)墨西哥灣沿岸的汽油辛烷值周四下跌。

在混合燃料類股中，烷基化物的日跌幅最大，標(biāo)普全球普氏能源指數(shù)(S&P Global Platts)對(duì)烷基化油的估值為48美分/加侖。

周四，由于出口下降導(dǎo)致供應(yīng)增加，美國(guó)天然氣公司USGC 8月RBOB汽油期貨與紐約商品交易所(NYMEX)之間的價(jià)差跌至數(shù)月來(lái)的低點(diǎn)。市場(chǎng)參與者表示，這是由于對(duì)墨西哥的出口減少——墨西哥一直在用來(lái)自中國(guó)的產(chǎn)品替代墨西哥灣沿岸的成品汽油。

另一地區(qū)市場(chǎng)消息人士稱，烷基化物用于混合出口到墨西哥的常規(guī)汽油，改進(jìn)劑用于混合出口到墨西哥的優(yōu)質(zhì)汽油。由于墨西哥對(duì)墨西哥灣沿岸原油的需求不足，該地區(qū)的汽油供應(yīng)不斷增加，因此烷基化油的需求有所減弱。

美國(guó)能源信息署(EIA)周三公布的數(shù)據(jù)顯示，截至7月12日當(dāng)周，USGC汽油庫(kù)存較上年同期增加380萬(wàn)桶。

據(jù)稱，這些高辛烷值混合燃料正在尋找買家，但沒(méi)有收到投標(biāo)。同時(shí)，由于預(yù)計(jì)本周末將有更多高辛烷值產(chǎn)品抵達(dá)該地區(qū)，這些貨物將從美國(guó)天然氣公司(USGC)轉(zhuǎn)出，這加大了價(jià)差。

根據(jù)來(lái)自普氏貿(mào)易流程軟件CFlow的數(shù)據(jù)，周四，一艘93辛烷值的烷基化物，通過(guò)“Energy Centurion”號(hào)輸送往美國(guó)國(guó)家石油公司(USGC)，這艘船定于星期六靠岸。

與此同時(shí)，異丁烷的價(jià)格在本周下跌，周四異丁烷與普通丁烷的溢價(jià)收窄50點(diǎn)，至12.50美分/加侖，或63.5美分/加侖。上周，這一溢價(jià)擴(kuò)大至每加侖20.125美分，過(guò)去16個(gè)交易日中有14個(gè)交易日的溢價(jià)達(dá)到兩位數(shù)。

異丁烷用于烷基化物的生產(chǎn)。烷基化油是一種高辛烷值的混合燃料，自6月底費(fèi)城能源解決方案煉油廠發(fā)生火災(zāi)以來(lái)，需求量一直很大。

周四，Reformate也出現(xiàn)了下跌，管道汽油價(jià)格下跌5美分/加侖，至63美分/加侖。

市場(chǎng)人士預(yù)計(jì)，該地區(qū)汽油辛烷值將進(jìn)一步下降，直到墨西哥再次關(guān)注墨西哥灣沿岸的汽油。計(jì)貿(mào)易流量的變化不會(huì)是長(zhǎng)期趨勢(shì)，墨西哥預(yù)計(jì)將恢復(fù)進(jìn)口美國(guó)天然氣公司的汽油和混合燃料庫(kù)存。

鄒勤 摘譯自 普氏能源資訊

原文如下:

USGC octane prices slip as gasoline complex softens, exports dip

US Gulf Coast octanes took a fall Thursday, softened by weaker gasoline prices and decreased exports.

Of the blendstocks, alkylate saw the steepest day-on-day fall and was assessed by S&P Global Platts at pipeline gasoline plus 48 cents/gal.

The USGC gasoline differential to NYMEX August RBOB fell to a multi-month low Thursday on a build-up of supply as exports fell. Market players said this came from decreased exports to Mexico, which as a destination has been replacing Gulf Coast barrels of finished gasoline with product from China.

Alkylate is used to blend regular finished-grade gasoline exported to Mexico, and reformate is used to blend premium-grade gasoline exported to Mexico, a second regional market source said.

Alkylate demand was heard to be muted as regional supplies of gasoline accumulated on the lack of Mexican demand for Gulf Coast barrels.

Data released by the US Energy Information Administration Wednesday showed USGC gasoline stocks to be 3.8 million barrels higher year on year the week ended July 12.

Barges of the high-octane blendstock were heard to be seeking but not finding bids, while cargoes were diverted from the USGC as additional high-octane product was expected to land in the region this weekend, pressuring differentials.

A cargo of higher-octane Reliance-quality alkylate, typically at 93 octane, was sailing towards the USGC Thursday aboard the Energy Centurion, according to data from cFlow, Platts trade flow software. The ship is scheduled to dock Saturday.

In turn, isobutane has fallen this week as its premium over normal butane narrowed 50 points to 12.50 cents/gal Thursday, or 63.50 cents/gal. The premium widened to as much as 20.125 cents/gal last week and has been in double digits for 14 of the past 16 trading days.

Isobutane is used in the production of alkylate, a high-octane blendstock that has been in high demand following the Philadelphia Energy Solutions refinery fire in late June.

Reformate also took a fall Thursday, assessed 5 cents/gal lower day on day at pipeline gasoline plus 63 cents/gal.

Market players expected regional octanes to further fall until Mexico once again has eyes for Gulf Coast gasoline.