据ICIS-MRC网站10月12日莫斯科报道,根据烃加工信息网显示,受强劲的需求前景和区域供应趋紧的推动,亚洲中间馏分油市场上周五走强。
据贸易消息人士称,由于新冠疫情限制的放松,以及在煤炭和天然气价格居高不下的情况下,发电燃料的使用量增加,工业需求的恢复正在提振市场。
澳新银行研究(ANZ Research)在一份报告中表示,天然气和热煤价格的上涨可能会增加气转油,从而支撑对剩余燃料油和汽油的需求。
由于发电和工业部门的天然气向石油转换以及运输燃料需求持续复苏,澳新银行分析师将2021年第四季度原油需求预测上调了450,000桶/天。根据Eikon的Refinitiv数据显示,即月轻油价差攀升至每桶72美分,为2019年12月以来的最高水平。
与此同时,尽管原油价格走强,但在亚洲交易时段,即月航空燃油较迪拜原油的价格每桶上涨12.32美元。上周三,价差触及每桶13.50美元的近两年高点。
根据荷兰咨询公司Insights Global的数据显示,截至10月7日当周,阿姆斯特丹-鹿特丹-安特卫普(ARA)炼油和储存中心独立持有的汽油库存增加1%,至203万吨。
由于从中东湾进口量增加,9月底达到近1年半低点的天然气储备略有上升。ARA航空燃油库存本周下降6%,至近六个月来的最低水平86.7万吨。一些航空燃料被掺入冬季规格的柴油中,耗尽了库存。来自俄罗斯的航空燃油,一些产品转移到英国,一些航空燃油掺入冬季规格柴油。
郝芬 译自 ICIS-MRC
原文如下:
Asia distillates-gasoil prices are align="justify"> Asia's middle distillate markets firm align="justify"> Recovering industrial demand due to easing COVID-19 restrictions and increased usage of the fuel for power generation align="justify"> Rising natural gas and thermal coal prices are likely to see increased gas-to-oil switching, supporting demand for residual fuel oil and gasoil, ANZ Research said in a note.
ANZ analysts raised their fourth-quarter 2021 crude oil demand forecast by 450,000 bpd amid rising gas-to-oil switching in the power generation and industrial sectors and a continued recovery in demand for transportation fuels. The front-month gasoil time spread climbed to 72 cents a barrel, its highest since December 2019, Refinitiv data in Eikon showed.
Meanwhile, the front-month jet fuel crack firmed to USD12.32 a barrel over Dubai crude during Asian trading hours despite firming crude oil prices. The jet crack hit a near two-year high of USD13.50 a barrel align="justify"> Gasoil stocks held independently in the Amsterdam-Rotterdam-Antwerp (ARA) refining and storage hub rose 1% to 2.03 MM tons in the week ended Oct. 7, according to Dutch consultancy Insights Global.
The gasoil stockpiles, which hit a near 1-1/2 yr low in late-September, edged up slightly on the back of higher imports from the Middle East Gulf. ARA jet fuel inventories fell 6% this week to a near six-month low of 867,000 tons. Some jet fuel is being blended into winter-specification diesel, draining stocks. Jet coming from Russia, some product moving to Britain, some jet blended into winter spec diesel.





