中國石化新聞網訊 據ICIS-MRC網站12月7日莫斯科報導，據《化學周刊》的數據顯示，由於第二波新冠疫情浪潮的影響，11月美國出口到西北歐的液化石油氣（LPG）環比下降了75％。
據估計，11月運往西北歐的美國貨物總量為9.5萬噸，低於10月的40萬噸，10月是2020年迄今為止的最高水平。11月西北歐液化石油氣貨物貿易量估計為67.5萬噸，較10月份下降16%，而用於石化原料的進口量為40萬噸，較10月份下降29%。
11月初地區和全國重新封鎖，以及隨後的部分和逐步的貨物量提升，似乎將CIF阿姆斯特丹-鹿特丹-安特衛普丙烷和CIF西北歐石腦油價格推向了不同的方向。丙烷價格上漲6美元/公噸，從376美元/公噸上升到382美元/公噸，而石腦油價格上漲54美元/公噸，從339美元/公噸上升到393美元/公噸。價格的相對波動導致丙烷/石腦油價差從11月初的35美元/公噸，到月底縮小到- 9美元/公噸，當月的平均價差為6.5美元/公噸。
11月，進入石化原料池的北海本地液化石油氣供應為29萬噸，佔進料總量的73%，明顯高於10月的16.5萬噸。石油化工行業11月的其餘進口量中，有13％來自美國東海岸，低於10月份的32％。從美國墨西哥灣沿岸的進口僅佔進口量的11％，低於10月份的36％。 零售和煉油行業的液化石油氣攝入量穩定在每月18萬噸。
11月西北歐的出口從上個月的6萬噸上升到9.5萬噸，貨物運往波羅的海、東地中海、美國東海岸和加勒比地區。 俄羅斯波羅的海的Ust-Luga向西北歐出口的液化石油氣估計為1.3萬噸。
郝芬 譯自 ICIS-MRC
原文如下：
US LPG imports to NW Europe plunge as lockdowns hit feedstock demand
Imports of liquefied petroleum gas (LPG) into northwest Europe from the US plunged by 75% in November month-on-month, as a second wave of new COVID-19 infections sent feedstock buyers running for cover, according to Chemweek.
Total US-origin cargoes coming to northwest Europe were estimated at 95,000 metric tons in November, down from 400,000 metric tons in October, which was the highest for 2020 so far. Total November LPG cargo trade in northwest Europe was down by 16% to an estimated 675,000 metric tons compared to October, while intake as petrochemical feedstock for the month declined 29% from October’s level to 400,000 metric tons.
The return of regional and national lockdowns early in November, and subsequent partial and gradual cargo liftings, appeared to take CIF Amsterdam-Rotterdam-Antwerp propane and CIF northwest European naphtha prices in different directions. Propane saw a USD6/metric ton rise over the month to USD382/metric ton from USD376/metric ton, whilst naphtha rocketed by USD54/metric ton to USD393/metric ton, from USD339/metric ton. The relative price swings resulted in the propane/naphtha spread shifting from USD35/metric ton at the start of November to minus USD9/metric ton by the end of the month, averaging USD6.5/metric ton for the month as a whole.
The local North Sea supply of LPG entering the petchems feedstock pool was 290,000 metric tons in November, equivalent to 73% of total feedstock intake, up markedly from 165,000 metric tons in October. The remainder of intake from the petchems sector in November saw 13% come from the US east coast, down from 32% in October. Imports from the US Gulf Coast were just 11% of the intake, down from 36% in October. The retail and refining sector saw LPG intake stable at 180,000 metric tons month on month.
Exports out of northwest Europe in November climbed to 95,000 metric tons from 60,000 metric tons in the previous month, with cargoes moving to the Baltic, eastern Mediterranean, US east coast and the Caribbean. Exports of LPG from Ust-Luga in the Russian Baltic to northwest Europe were an estimated 13,000 metric tons.