據(jù)烴加工網(wǎng)站6月2日消息 柴油和其他中間蒸餾燃料的消費可能會在數(shù)月內受到抑制,因為家庭訂單被取消,流行病和封鎖的持續(xù)影響減少了商業(yè)活動。
大多數(shù)主要經(jīng)濟體的封鎖正在緩解,允許工廠恢復運營?,F(xiàn)在的問題是缺乏家庭和企業(yè)需求,這將在2020年剩余時間內影響柴油的使用。
在美國,向國內市場供應的蒸餾油量仍比一年前同期低近14%。
與大部分由私人司機購買的汽油不同,柴油主要用于制造業(yè)、貨運、農業(yè)、采礦和油氣鉆探。
隨著上班和休閑旅行開始恢復,汽油消費正在回升,但蒸餾油與商業(yè)周期的關系更為密切,而且將受到工業(yè)活動持續(xù)低迷的影響。
制造業(yè)的全面復蘇可能比許多政策制定者在3月份主要經(jīng)濟體進入封鎖期時最初希望的更為持久。
隨著允許工廠重新開工,原材料、半成品和最終產品的流動恢復,一些消費應該會較快地恢復。
事實上,自4月份以來,蒸餾油消費量已經(jīng)小幅回升,但仍同比下降約20%。
制造業(yè)調查顯示,即使在封鎖放松的情況下,產出仍在持續(xù)下滑,因為企業(yè)難以應對供應鏈上未售出庫存的增加以及對終端用戶的低銷售額。
吳恒磊 編譯自 烴加工
原文如下:
Global diesel use likely to be depressed all year
Consumption of diesel and other middle distillate fuels is likely to be depressed for many months, as stay-at-home orders are lifted but the lingering effects of the epidemic and lockdowns reduce business activity.
Lockdowns are easing in most of the major economies, permitting factories to resume operations; now the problem is the lack of household and business demand, which will weigh on diesel use through the rest of 2020.
In the United States, the volume of distillate supplied to the domestic market is still almost 14% below the same point a year ago.
In contrast to gasoline, most of which is purchased by private motorists, diesel is mostly used in manufacturing, freight transportation, farming, mining and oil and gas drilling.
Gasoline consumption is picking up as travel to work and for leisure starts to resume, but distillate is more closely tied to the business cycle, and will be hit by an enduring downturn in industrial activity.
A full recovery in manufacturing is likely to prove more protracted than many policymakers initially hoped when the major economies went into lockdown in March.
Some consumption should return relatively quickly as factories are allowed to restart and the movement of raw materials, semi-finished items and final products resumes.
Indeed, distillate consumption has already recovered modestly since April, when it was down by around 20% year-on-year.
But manufacturing surveys show output continuing to slide, even as lockdowns relax, as businesses struggle with the build up of unsold inventories along the supply chain and low sales to end users.
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