俄羅斯烏拉爾原油價格達到2001年以來最高

據(jù)7月3日Neftegaz.Ru消息：由于歐佩克+減產(chǎn)，俄羅斯中等酸度烏拉爾原油的出口量大大減少，數(shù)據(jù)顯示，烏拉爾在6月30日以交付鹿特丹的價格評估為布倫特布倫特原油加2美元/桶的價格。7月烏拉爾原油供應(yīng)量環(huán)比大幅下降，盡管5月和6月的裝載計劃本身出現(xiàn)了大幅下降。

7月烏拉爾原油海運出口清單顯示，平均裝載量為774,310桶/天，較上月減少536,730桶/天，降至至少2012年以來的最低水平。

消息人士稱，7月產(chǎn)量既反映了歐佩克+減產(chǎn)的擴大，也反映了俄羅斯煉油廠運行增加的影響，這將減少可供出口的烏拉爾原油數(shù)量。

歐佩克+減產(chǎn)對全球重質(zhì)高硫原油的產(chǎn)量造成了不成比例的影響，使得煉油商幾乎沒有其他選擇。

有貿(mào)易商稱，一家歐洲煉油商最近為7月7-11日的一船貨支付了約2美元/桶的布倫特原油價格。另有消息稱，本月第三個十年的貨運量較布倫特原油期貨合約溢價2.35美元/桶。但地中海的采購商只能投標由煉油廠處理的變質(zhì)產(chǎn)品。

由于該國是該級別石油的重要買家，該地區(qū)需求減少可能會給地中海和歐洲煉油商提供一些喘息的機會。在地中海地區(qū)，烏拉爾原油在奧古斯塔交割基礎(chǔ)上對當時的布倫特原油的溢價為2.50美元/桶。而之前曾出現(xiàn)過更高的價格，即6月18日以2.55美元/桶的溢價評估。

馮娟 摘譯自 Neftegaz.Ru

原文如下：

Russian Urals crude at highest value since at least 2001

With exports of Russia's medium sour Urals crude significantly reduced because of OPEC+ production cuts, the grade has risen to its highest value in S&P Global Platts data going back to 2001.

Urals was assessed at Dated Brent plus $2/b on a delivered Rotterdam basis on June 30,data showed. Urals supply in July is sharply lower month on month even after May and June loading programs themselves saw big falls.

The July export schedule for seaborne Urals crude shows loadings averaging 774,310 b/d, a reduction of 536,730 b/d on the month to the lowest volume since at least 2012.

The volume in July reflects both the extension of the OPEC+ cuts and the impact of increased refinery runs in Russia, which will reduce the quantity of Urals available for export, sources said.

Loadings of heavier, sour crudes globally have been disproportionately impacted by the OPEC+ cuts, leaving refiners few alternatives.

A European refiner recently paid around Dated Brent plus $2/b for a cargo loading July 7-11, a trader said. Another source said a cargo loading in the third decade of the month had traded at a premium of $2.35/b to Dated Brent. "Sour buyers in the Mediterranean are a bit stuck...nothing to buy and therefore bidding for anything remotely sour that can still be handled by refineries," a trader said.

However, the arbitrage to China for the grade was closed following ample inventory in the country, traders said.

With the country a significant buyer of the grade, reduced demand from the region may provide some respite to Mediterranean and European refiners. In the Mediterranean, Urals was last assessed at a premium to Dated Brent of $2.50/b on a delivered Augusta basis.

The assessment has only been higher once before in Platts data, when it was assessed at a premium of $2.55/b on June 18.