美國化工類股漲跌互現(xiàn) 油價跌至18年低點

據(jù)ICIS網(wǎng)站3月30日消息 美國上市化工公司的股票周一漲跌互現(xiàn)，油價跌至18年來的低點。

5月份布倫特原油期貨結算價為22.76美元/桶，下跌2.17美元/桶。WTI結算價為20.09美元/桶，下跌1.42美元/桶。

一個多月來，股市一直異常動蕩。從2月24日開始，道瓊斯工業(yè)平均指數(shù)在過去26個交易日中的21個交易日至少波動了2%。

疫情在美國和全球其他地區(qū)繼續(xù)傳播，產(chǎn)生較大影響。

疫情是油價下跌的原因之一，限制疾病傳播的旅行限制導致了燃料需求的下降。

由于需求下降，美國煉油商PBF能源公司正在以最低費率運營其裝置。

另一個拖累油價的因素是歐佩克和俄羅斯之間減產(chǎn)協(xié)議的結束。從4月1日開始，他們將不限制石油生產(chǎn)。

道瓊斯首席執(zhí)行官吉姆菲特林表示，在如此低的油價下，企業(yè)無法取代石油，55-60美元/桶的價格更具可持續(xù)性。

供應的增加和需求的下降共同導致人們擔心全球石油儲備將耗盡，迫使高成本的油井關閉。

ICIS石化指數(shù)（IPEX）顯示，石化和聚合物價格傾向于跟隨原油走勢，時滯約為6周。該指數(shù)跟蹤了12種主要的石油化工產(chǎn)品和聚合物。

ICIS利潤率分析顯示，在北美，乙烯現(xiàn)貨價格仍處于34年來的低點。3月份丙烯合約創(chuàng)11年新低。

在歐洲，盡管油價下跌，化工股和股市仍上漲。

王磊 摘譯自 ICIS

原文如下：

US chem shares mixed as oil prices reach 18-year lows

Shares of US-listed chemical companies were mixed on Monday as oil prices reached 18-year lows.

Brent crude oil futures for May settled at $22.76/bbl, down by $2.17/bbl. WTI settled at $20.09/bbl, down by $1.42/bbl.

Stock markets have been exceptionally volatile for more than a month. Starting on 24 February, the Dow Jones Industrial Average has swung by at least 2% in 21 of the past 26 trading sessions.

The coronavirus (Covid-19) has caused much of this volatility as it continues to spread in the US and the rest of the world.

The coronavirus is one of the reasons behind the decline in oil prices. The travel restrictions imposed to limit the spread of the disease has caused a decline in fuel demand.

US refiner PBF Energy is running its units a minimum rates because of the decline in demand.

Another factor dragging down oil prices is the end of a production-cut agreement between OPEC and Russia. Starting on 1 April, they will have no constraints on oil production.

At such low prices, companies cannot replace oil, said Dow CEO Jim Fitterling. A price of $55-60/bbl is more sustainable.

The combination of rising supply and falling demand has led to concerns that the world would run out of storage, forcing high-cost wells to shut-in.

Petrochemical and polymer prices tend to follow crude oil with a time lag of about six weeks, according to the ICIS Petrochemical Index (IPEX). The index tracks 12 major petrochemicals and polymers.

In North America, ethylene spot prices remain at 34-year lows, according to the ICIS margins analysis. March contracts for propylene settled at an 11-year low.

In Europe, chemical stocks and bourses rose despite the drop in oil prices.