石油市場(chǎng)低迷引發(fā)第二波浮動(dòng)儲(chǔ)存

據(jù)烴加工網(wǎng)9月10日?qǐng)?bào)道，受疫情影響，全球經(jīng)濟(jì)復(fù)蘇陷入停滯，導(dǎo)致全球石油供應(yīng)再度增加，促使包括托克（Trafigura）在內(nèi)的貿(mào)易商預(yù)訂油輪，以便再次在海上儲(chǔ)存數(shù)百萬桶原油和成品燃料。

在使用所謂的船載浮動(dòng)儲(chǔ)油之際，由于供大于求，傳統(tǒng)的陸上儲(chǔ)油能力仍接近產(chǎn)能。

根據(jù)貿(mào)易消息來源和航運(yùn)數(shù)據(jù)顯示，貿(mào)易公司托克已租用了至少五艘最大型的油輪，每艘都能儲(chǔ)存200萬桶石油，被稱為超大型油輪(VLCCs)。

許多船是新建的，將儲(chǔ)存汽油和柴油，在仲夏的緩慢復(fù)蘇后，這些產(chǎn)品的未售出量特別大。

盡管沙特阿拉伯和俄羅斯等主要石油生產(chǎn)國(guó)大幅減產(chǎn)，以及近幾個(gè)月來煉油廠因消費(fèi)量空前下降而放慢了生產(chǎn)速度，但庫(kù)存增加。

根據(jù)航運(yùn)數(shù)據(jù)和貿(mào)易商的數(shù)據(jù)顯示，包括維多（Vitol）、Litasco和Glencore在內(nèi)的其他頂級(jí)貿(mào)易商最近幾天也預(yù)訂了大型油輪，以儲(chǔ)存柴油，長(zhǎng)達(dá)90天。

布倫特原油期貨跌至每桶40美元左右，此前曾創(chuàng)下自6月份以來的最大單周跌幅。

一市場(chǎng)消息人士稱，市場(chǎng)疲軟且看跌，浮動(dòng)庫(kù)存再度出現(xiàn)。

即期交付的布倫特原油與6個(gè)月后交付的Lcoc1-lcoc7之間的價(jià)差已穩(wěn)步下滑至3美元，接近5月底的低點(diǎn)。

縱觀近年來，全球石油庫(kù)存仍遠(yuǎn)高于平均水平。根據(jù)摩根士丹利(Morgan Stanley)的數(shù)據(jù)顯示，盡管過去30天里庫(kù)存以每天約160萬桶的速度減少，但仍比去年的水平高出約6億桶。

Rats表示，庫(kù)存減少最大的是原油庫(kù)存，但成品油庫(kù)存仍“頑固”處于高位。

疲軟的利潤(rùn)率跡象加劇了黯淡的前景。中國(guó)大舉購(gòu)入廉價(jià)石油后，在夏季數(shù)月創(chuàng)紀(jì)錄的原油購(gòu)買量緩解了全球需求損失。

沙特石油巨頭沙特阿美公司(Aramco)將其10月份出口亞洲的旗艦阿拉伯輕質(zhì)原油的官方售價(jià)大幅下調(diào)了1.40美元/桶，希望能挽回購(gòu)買興趣。

由于北海布倫特原油的價(jià)差處于6月份以來的最低水平，原油期貨價(jià)格跟隨全球現(xiàn)貨原油價(jià)格下跌。

西非的石油銷售受到影響，尼日利亞上月仍在為計(jì)劃出口的石油尋找買家，安哥拉的原油價(jià)格跌至5月以來的最低水平。

郝芬 譯自 烴加工網(wǎng)

原文如下：

Second wave of floating storage triggered by ailing oil market

A stalled global economic recovery from the coronavirus pandemic is leading to a fresh build-up of global oil supplies, pushing traders including Trafigura to book tankers to store millions of barrels of crude oil and refined fuels at sea again.

The use of so-called floating storage onboard tankers comes as traditional onshore storage remains close to capacity as supplies outpace demand.

Trading house Trafigura has chartered at least five of the largest tankers each capable of storing 2 million barrels of oil, known as very large crude-oil carriers (VLCCs), according to trading sources and shipping data.

A number of the vessels are newly-built and are due to store gasoil and diesel, for which unsold volumes are especially high after a modest recovery mid-summer.

The inventory build-up comes despite major oil producers including Saudi Arabia and Russia sharply cutting back output and refineries slowing operations in recent months in response to an unprecedented drop in consumption.

Other top traders including Vitol, Litasco and Glencore have also in recent days booked large tankers to store diesel for up to 90 days, according to shipping data and traders.

Brent crude oil futures are languishing around $40 a barrel after posting their biggest weekly decline since June.

“The market is soft and bearish and floating storage is returning again,” a market source said.

The spread between Brent crude for prompt delivery and six-months in the future Lcoc1-lcoc7 has been declining steadily toward $3 near lows last seen in late May.

Global oil inventories remain sharply above average when looking at recent years. Although stocks have drawn at a pace of around 1.6 million barrels per day over the past 30 days, they are still some 600 million barrels above last year’s levels, according to Morgan Stanley.

Most of the draws were in crude oil inventories, but refined products stocks remained “stubbornly” high, Rats said.

Compounding the bleak picture are weak margins andChina, whose record crude purchases in the summer months as it emerged from economic lockdown to scoop up cheap oil, mitigated demand damage globally.

Saudi oil giant Aramco sharply cut its October official selling price (OSP) for its flagship Arab Light crude to Asia by $1.40 a barrel, hoping to salvage buying interest.

Sagging crude futures tracked sputtering physical crude prices worldwide, as price differentials for North Sea Brent stood at their lowest since June.

West African oil sales suffered, with Nigeria still seeking buyers for oil planned for export last month, Angolan crude selling at the lowest rates.