據鉆機地帶5月11日消息,油價上漲,因美元走軟提供了支撐,并抵消了美國墨西哥灣沿岸迅速增長的原油儲備,原因是該地區的煉油商因美國最大燃油管道運營商科洛尼爾管道運輸公司(Colonial Pipeline)關閉而削減了運營。
周二,紐約原油期貨價格上漲不到1%。美元持續走軟,使得以美元計價的大宗商品更具吸引力。
Colonial Pipeline正在努力重新啟動其美國最大的石油產品系統,此前一次網絡攻擊導致其業務關閉。雖然從阿拉巴馬州到弗吉尼亞州的加油站都出現了短缺,但美國海灣地區的煉油廠正在減少產量,以避免在沒有管道輸送的情況下出現供應過剩。一些煉油商已經租用船只在海上儲存精煉產品。
瑞穗證券(Mizuho Securities)期貨部門主管鮑勃?雅威格表示:“美元指數走低解釋了油價的小幅上漲。”他表示,美元疲軟可能挽救了原油市場,此前原油市場面臨壓力,因為煉油商被迫儲存無法輸送到管道的原油。
盡管受到新冠疫情引起的需求擔憂(尤其是在印度),限制了一定的漲勢,本月迄今為止,美國原油價格仍上漲了2.7%。然而,歐佩克周二仍然上調了原油產量預估,該組織目前預計美國今年的原油供應將小幅下降,主要原因是2月份德克薩斯州的冰凍氣候造成的影響。
咨詢公司雷斯塔能源分析師路易絲·迪克森表示,交易員們預計Colonial Pipeline關閉的問題會逐步得到解決。市場再次關注亞洲、新冠病例以及石油需求前景的下一個信號。
價格:
紐約市場6月交割的WTI原油價格上漲36美分,收于每桶65.28美元
布倫特原油7月份結算價上漲23美分,收于每桶68.55美元
美國汽油期貨上漲0.3%,收于每加侖2.1399美元
與此同時,colonial遭“黑”的沖擊正在波及從煉油到航運的方方面面。在加工企業方面,道達爾縮減了位于德克薩斯州阿瑟港煉油廠的一個關鍵部門的活動,Citgo 石油也削減了位于路易斯安那州查爾斯湖的工廠的費用。由于交易商試圖解決因停運造成的供應不平衡問題,因此爭相預訂油輪。
基爾達夫說:“我們遠未脫離colonial被攻擊的困境。消費者越來越有可能感到恐慌,加油站擁擠可能會更廣泛地出現,尤其是如果到本周末還沒有解決方案的話。”
FGE的數據顯示,由于Colonial Pipeline關閉,美國東海岸已經損失了約360萬桶汽油供應,而該地區每天的損失還將增加120萬桶。
根據彭博社的一項調查,美國原油供應上周預計有所下降。美國石油學會(API)將于周二晚些時候公布其供應數據,而政府數據將于周三公布。
裘寅 編譯自 Rigzone
原文如下:
Light Crude Ends Session Above $65
Oil rose as a weaker dollar lent support and offset a burgeoning pile up of crude in the U.S. Gulf Coast as refineries there cut runs in response to the Colonial Pipeline shutdown.
Crude futures in New York rose less than 1% Tuesday. The dollar has traded steadily weaker, making commodities priced in the currency more attractive.
Colonial Pipeline Co. is working to restart its oil-products system, the largest in the U.S., after a cyberattack shuttered operations. While gasoline stations from Alabama to Virgina report shortages, refiners in the U.S. Gulf are reducing output to avoid a glut in the absence of the pipeline. Some refiners have already chartered ships to store refined products offshore.
“The dollar index trading lower explains the slight increase in oil prices,” said Bob Yawger, head of the futures division at Mizuho Securities. The weak dollar may have saved the day for crude oil, which was facing pressure from refiners being forced to store barrels they can’t feed into the pipeline, he said.
U.S. crude oil prices are up 2.7% so far this month even with coronavirus-induced demand concerns, particularly in India, limiting rallies. Still, the Organization of Petroleum Exporting Countries on Tuesday lifted its forecast for the amount of crude it will need to produce and the group now sees a small decline in U.S. supplies this year, mostly due to the Texas freeze in February.
Traders are expecting “a gradual resolution to the Colonial Pipeline shutdown,” according to Louise Dickson, an analyst at consultant Rystad Energy. “The market is again looking to Asia, Covid-19 cases, and the next signals for oil demand outlook.”
Prices:
West Texas Intermediate for June delivery rose 36 cents to settle at $65.28 a barrel in New York
Brent for July settlement gained 23 cents to end the session at $68.55 a barrel
U.S. gasoline futures rose 0.3% to settle at $2.1399 a gallon
Meanwhile, the knock on impact of the Colonial disruption is rippling through to everything from refining to shipping. Among processors, Total SE scaled back activity in a key unit at its Port Arthur, Texas, refinery, and Citgo Petroleum Corp. also cut rates at its Lake Charles, Louisiana, plant. There’s been a rush to book oil tankers as traders seek to redress the supply imbalance caused by the stoppage.
“We are far from out of the out of the woods with the Colonial situation,” said Kilduff. “A scare among consumers is increasingly likely, where a run on gas stations may develop more broadly, especially if there is no resolution by the end of the week.”
The U.S. East Coast has lost about 3.6 million barrels of gasoline supply due to the Colonial Pipeline disruption, with the region losing an additional 1.2 million barrels each day the outage continues, according to FGE.
In the U.S., crude supplies are expected to have dropped last week, according to a Bloomberg survey. The industry-funded American Petroleum Institute will report its supply tally later Tuesday, while government data will be released on Wednesday.
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