亞洲蒸餾汽油利潤出現(xiàn)10周來最大單周跌幅

據(jù)烴加工網(wǎng)站8月7日報道 由于印度出口增加，亞洲地區(qū)供應充足，套利機會有限，10 ppm汽油的亞洲煉油利潤周五下降，創(chuàng)下2-1/2個月來最大單周跌幅。上周五亞洲交易時段，10 ppm汽油的煉油利潤率較迪拜原油下滑42美分，至每桶5.80美元。

Refinitiv Eikon數(shù)據(jù)顯示，本周利潤率已下跌15.5%，為5月29日以來最大單周跌幅。在冠狀病毒感染死灰復燃之后，一些國家重新采取了封鎖措施，這削弱了工業(yè)和運輸燃料的使用。過去兩個月，隨著一些政府放松了以病毒為主導的限制措施，這些燃料在過去兩個月里出現(xiàn)了大量需求。Refinitiv石油研究公司評估顯示，根據(jù)評估，印度8月份的汽油出口量預計將達到250萬噸，決定新加坡和西北歐之間汽油價格價差的EFS交易所上周五的交易價格約為每噸-11美元，這通常使其無法進行套利出貨。交易員表示，當EFS的交易價格在每噸-15美元左右或更低時，套利通常為有利可圖，不過這也取決于運費等其他因素。上周五，含硫量為10 ppm的汽油的現(xiàn)金溢價從一天前的11美分下滑至每桶4美分。

荷蘭咨詢公司Insights Global的數(shù)據(jù)顯示，截至8月6日的一周內(nèi)，獨立持有的阿姆斯特丹-鹿特丹-安特衛(wèi)普（ARA）煉油和儲存中心的汽油庫存下跌2.2%，至250萬噸。數(shù)據(jù)顯示，ARA噴氣燃料庫存上升1.5%，至95.1萬噸。

中國7月原油進口較上年同期猛增25%，原因是4月份價格暴跌時大量訂單涌入，6月份一些港口發(fā)貨延遲，最終通關(guān)。

王磊 摘譯自 烴加工

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.