中國石化新聞網訊 據ICIS-MRC網站12月14日莫斯科報導,美國能源情報署(EIA)對路透社表示,由於進口增加和出口暴跌,上周美國原油庫存激增,創下了自4月以來的最高紀錄,飆升了逾1500萬桶。
出乎意料的供應增加和創紀錄的淨進口增長震驚了石油市場,此前由於冠狀病毒大流行造成的低需求,石油市場一直處於低迷狀態。瑞穗駐紐約的能源期貨主管Bob Yawger表示:「這顯然違反了市場的計算規則。美國煉油廠在關閉煉油廠的時候,還需要每天增加100萬桶原油進口嗎?那太荒謬了。」
EIA稱,截至12月4日當周原油庫存增加1,520萬桶,至5.032億桶,而路透調查分析師的預期為減少140萬桶。原油淨進口量增加了創紀錄的270萬桶/天。根據EIA數據顯示,這使美國墨西哥灣沿岸的庫存增加了1,180萬桶,為有史以來最高一周。
美國原油出口暴跌160萬桶/日,至180萬桶/日,為2018年以來最低,進口則增長108萬桶/日。受此消息影響,原油市場放棄早期上漲,美國原油和全球基準布倫特原油期貨價格下跌。美國原油期貨結算價下跌8美分,至每桶45.52美元,盤中一度觸及每桶44.95美元的低點。
汽油和餾分油庫存也增加,由於取暖油期貨轉為負數,導致美國汽油期貨價格下跌。EIA稱,上周汽油庫存增加420萬桶,至2.379億桶,此前預期為增加230萬桶。
根據EIA數據顯示,包括柴油和取暖油在內的餾分油庫存上周增加520萬桶,至1.511億桶,預期為增加140萬桶。EIA稱,上周俄克拉荷馬州庫欣的原油庫存減少140萬桶。煉油廠原油日產量增加42.4萬桶,因煉油廠利用率上升1.7個百分點。
郝芬 譯自 ICIS-MRC
原文如下:
U.S. crude stocks soar 15 MMbbls amid record surge in net imports
U.S. crude oil stockpiles last week surged the most since April, jumping more than 15 million barrels, as imports rose and exports plunged, the Energy Information Administration said Reuters.
The unexpected supply build and record rise in net imports stunned the oil market, which has been weighed down by low demand due to the coronavirus pandemic. "It defies the math that is in the market, for sure," said Bob Yawger, director of Energy Futures at Mizuho in New York. "Do U.S. refiners, at a time when they're closing refineries, need to increase imports by a million barrels a day? That's ridiculous."
Crude inventories rose by 15.2 million barrels in the week to Dec. 4 to 503.2 million barrels, the EIA said, compared with analysts' expectations in a Reuters poll for a 1.4 million-barrel drop. Net crude imports rose by a record high of 2.7 million barrels per day, the EIA said. That boosted U.S. Gulf Coast stocks by 11.8 million barrels, the most in one week ever, according to EIA data.
U.S. crude exports plunged by 1.6 million bpd to just 1.8 million bpd, the lowest since 2018, while imports rose 1.08 million bpd. Crude markets gave up early gains on the news, with U.S. crude and global benchmark Brent changing course to trade lower. U.S. crude settled 8 cents lower at $45.52 a barrel, after touching a session low of $44.95 a barrel.
Gasoline and distillate stocks were also higher, causing U.S. gasoline futures to pare gains as heating oil futures turned negative. Gasoline stockpiles rose by 4.2 million barrels in the week to 237.9 million barrels, the EIA said, compared with expectations for a 2.3 million-barrel rise.
Distillate stockpiles, which include diesel and heating oil, rose by 5.2 million barrels in the week to 151.1 million barrels, versus expectations for a 1.4 million-barrel rise, the EIA data showed. Crude stocks at the Cushing, Oklahoma, delivery hub fell by 1.4 million barrels in the last week, EIA said. Refinery crude runs rose by 424,000 bpd, as refinery utilization rates rose by 1.7 percentage points, the EIA said.