据路透社9月6日迪拜报道,全球最大石油出口国沙特阿拉伯10月大幅削减对亚洲客户的所有品级原油价格,但对欧洲西北部和美国的价格保持稳定。
此次大幅降价之际,亚洲各地为抗击传染性极强的新冠病毒Delta变种而实施的封锁限制了该地区的燃料需求。全球石油供应也在增加,因为欧佩克及其盟友欧佩克+在8月至12月期间将每天增产40万桶。
根据公司文件定价,沙特阿美四个月来首次将 10 月运往亚洲的阿拉伯轻质原油官方售价 (OSP) 下调至每桶 1.70 美元,较 DME 阿曼和普氏迪拜原油的平均价格高出 1.70 美元。9月份的价差为每桶3美元,是自2020年2月以来的最高水平。
10月份油价较9月份下跌1.30美元,这是一年来最大的月度降幅,令市场感到意外,因为买家此前预计油价将下跌20-40美分,与迪拜基准价格的变化一致。
亚洲石油交易商表示,大幅降价可能会增加对沙特原油的需求,促使买家指定10月份的全量供应。
“这正是沙特想要的,”其中一名交易员表示。
然而,交易员和分析师表示,沙特阿拉伯与其他产油国展开另一场价格战的可能性很小。
“需求是暂时的。如果他们沿着这条路走下去,他们将逆转过去12-18个月实现的库存正常化,”Energy Aspects分析师Virendra Chauhan表示。
在其他地区,沙特阿美保持轻质原油与西北欧原油的价差不变,与洲际交易所(ICE)布伦特原油相比,每桶低了1.70美元。同时,美国轻质原油与ASCI(阿格斯高硫原油指数)之间的价差保持不变,相对于ASCI每桶溢价1.35美元。
裘寅 编译自 路透社
原文如下:
Saudi Arabia slashes crude prices to Asia; US, Europe prices steady
Saudi Arabia, the world's top oil exporter, slashed prices of all crude grades to Asian customers in October versus September, but left prices to northwestern Europe and the United States steady.
The deep price cuts come as lockdowns across Asia to combat the highly infectious delta variant of the coronavirus have capped fuel demand in the region. Global oil supplies are also increasing as the Organization of the Petroleum Exporting Countries and their allies, a grouping known as OPEC+, is raising output by 400,000 barrels per day a month between August and December.
State oil giant Saudi Aramco lowered for the first time in four months the official selling price (OSP) of Arab Light crude for delivery to Asia in October to a premium of $1.70 per barrel versus the average of DME Oman and Platts Dubai crudes, according to a company pricing document. The price differential in September was a premium of $3 per barrel, the highest since February 2020.
The $1.30 price cut for October versus September was the largest monthly reduction in a year, and it took the market by surprise as buyers had been expecting prices to drop 20-40 cents a barrel, in line with changes in Dubai benchmark prices.
The deep price cuts were likely to increase demand for Saudi crude, oil traders in Asia said, encouraging buyers to nominate full volumes for October.
"This is what Saudi wants," However, the chances of Saudi Arabia engaging in another price war with other producers were slim, traders and analysts said.
"Demand is tentative. If they go down that route, they will reverse a lot of the inventory normalisation achieved over the past 12-18 months," Energy Aspects analyst Virendra Chauhan said.
Elsewhere, Saudi Aramco kept the price differential of light crude to northwest Europe unchanged, at a discount of $1.70 per barrel versus ICE Brent crude. It also kept the price differential of light crude to the United States unchanged at a premium of $1.35 per barrel versus ASCI.





