据油价网6月8日消息，彭博社周一援引其编制的船舶跟踪数据进行报道，大约 600 万桶北海主要等级的原油已在欧洲近海的油轮中保存长达三周,这表明世界最大的石油进口地区亚洲的需求可能比票据市场所显示的要疲软。
根据彭博社汇编数据，五艘载有600万桶北海原油的油轮停靠在欧洲海岸，其中包括全球最大的独立原油交易商维托尔集团(Vitol Group)租用的两艘超级油轮。
考虑到目前原油期货的结构是现货溢价(backwardation)状态，即近期期货合约的价格高于远期合约的价格，这肯定不是促使交易商将原油储存在浮动仓库中的原因。
因此，彭博社指出，装载北海原油的油轮停靠在欧洲附近的原因可能是亚洲需求减弱的信号。
亚洲对北海原油需求可能下降的另一个原因可能是该地区在燃料供大于求的情况下炼油利润较低，因新冠疫情的卷土重来不仅导致印度，也导致马来西亚受到限制。
油价上涨也可能是价格敏感的买家不购买的一个原因。
今年3月，交易商和市场消息人士向彭博社表示，北海基准布伦特原油相对迪拜原油的溢价不断上升，导致布伦特相关原油运往亚洲的价格上涨，未来几个月可能会下降。
裘寅 编译自 油价网
原文如下：
North Sea Oil Floating Off Europe Could Signal Weak Asian Demand
Around 6 million barrels of crude of North Sea’s key grades have been kept in tankers offshore Europe for up to three weeks, which could be a sign that demand in the world’s top oil importing region, Asia, could be softer than the paper market suggests, Bloomberg reported Five oil tankers with 6 million barrels of North Sea crude are sitting off the shores of Europe, including two supertankers chartered by the world’s largest independent crude oil trader, Vitol Group, according to the data compiled by Bloomberg.
Considering that the current crude oil futures structure is in backwardation, the state where the prices of the nearer futures contracts are higher than those further out in time, this sure isn’t an incentive for traders to keep oil in floating storage.
Therefore, Bloomberg notes, the possible reason for tankers sitting loaded with North Sea crude off Europe could be a sign of weaker demand from Asia. I
Another reason for potentially weaker demand for North Sea crude in Asia could be the low refining margins in the region amid a fuel glut, as the COVID resurgence have resulted in restrictions not Rallying oil prices could also be a reason for price-sensitive buyers to stay away from purchases.
In March this year, traders and market sources told Bloomberg that the rising premium of North Sea’s benchmark Brent over Dubai crude was making shipment of Brent-linked oil to Asia more expensive and likely to reduce in the coming months.
