? 據7月7日彭博社報道,盡管沙特阿拉伯上調了8月份的原油售價,但因為幾乎沒有更便宜的替代供應來源,一些亞洲煉油商正計劃向沙特要求提供合同全部的原油量。
在歐佩克(OPEC+)增產談判破裂后,沙特阿美上調了8月對亞洲的阿拉伯輕質原油官方售價,這是自今年1月以來的最高水平。目前,來自美國或北海的替代品級原油價格更高,這使得煉油商沒有太多選擇來控制不斷上漲的成本。
據不愿透露姓名的煉油廠官員稱,至少有5家加工商要求按合同數量裝運8月份的貨物,其中一家公司甚至還尋求更多沙特輕質原油,以取代大西洋盆地的現貨購買。買家被要求在周三之前提交所謂的“報名”,并將在下周初收到分配金額的通知。
歐佩克+談判的破裂意味著,該組織8月份的產量限制將繼續(xù)生效,隨著疫情引發(fā)的需求反彈加速,買家將無法獲得更多的石油?,F貨石油市場正顯示出走強的跡象,迪拜現貨溢價時間處于2020年1月以來的最長水平。
阿曼原油與迪拜原油的掉期溢價也有所擴大,表明亞洲現貨市場對中東原油前景看好。交易員們表示,10月份可以運往亞洲的美國輕質原油目前的價格比中東同類貨物每桶高出約2美元,這意味著套利交易已關閉。
科威特、卡塔爾和伊拉克等中東主要產油國的其他原油官方銷售價格將在未來幾天公布。不過,這些供應商通常遵循沙特阿拉伯的定價策略。
王佳晶 摘譯自 彭博社
原文如下:
Asian Buyers to Seek Full Saudi Oil Supply Despite Price Hike
Some Asian oil refiners are planning to ask for full contractual crude volumes from Saudi Arabia, despite the kingdom jacking up prices for August, as there are few cheaper alternative sources of supply.
Saudi Aramco raised the official selling price for its key Arab Light crude to Asia next month by the most since January after the breakdown of OPEC+ talks to boost output. Alternative grades from the U.S. or the North Sea are currently more expensive, leaving refiners without many options to curb rising costs.
At least five processors are requesting normal contractual volumes for August-loading cargoes, according to refinery officials who asked not to be identified. One will seek more of the lighter Saudi grade to replace spot purchases from the Atlantic Basin, they said. Buyers are asked to submit so-called nominations by Wednesday, and will be informed of allocated amounts by early next week.
The collapse of the OPEC+ talks means that the group’s output limits will remain in place for August, depriving buyers of extra barrels as the demand rebound from the pandemic accelerates. The physical oil market is showing signs of strength, with the prompt Dubai timespread at the widest backwardation since January 2020.
The premium of Oman crude to Dubai swaps has also widened, signaling a bullish outlook for Middle Eastern oil in the Asian spot market. Light-sweet crude from the U.S. that can be delivered to Asia in October is now about $2 a barrel more expensive than similar Middle Eastern cargoes, meaning the arbitrage trade is shut, according to traders.
Other official selling prices from major Middle Eastern producers such as Kuwait, Qatar and Iraq will be released in the coming days. Those suppliers typically follow Saudi Arabia in their pricing strategy.
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