|2020-03-13 来源： 中国石化新闻网|
咨询公司Energy Aspects公司首席石油分析师Amrita Sen在给客户的一份报告中表示，沙特的降价幅度如此之大，阿拉伯轻质原油将把乌拉尔和其它原油“挤出”地区炼油商的“食谱”，除非它们的相对价格也下跌。
裘寅 编译自 世界石油
Saudis pledge huge oil supply increases to European refiners
Saudi Arabia is unleashing a wave of crude toward Europe, traditionally the backyard for Russian oil sales, pledging to supply regional refineries with as much as triple their usual intake from the kingdom.
The Saudi shipments, coupled with unprecedented discounts, are turning the European oil market into the most bitterly fought corner of an increasingly acrimonious oil price battle between Riyadh and Moscow. Saudi Arabia is offering its flagship Arab Light crude into Rotterdam for roughly $25 a barrel, a massive discount to the price of Russia’s Urals.
European refiners including Royal Dutch Shell Plc, BP Plc, Total SA, OMV AG, Repsol SA and Cepsa SA have all received crude allocations from state-owned Saudi Aramco significantly above their normal levels, according to people familiar with their operations. The range of extra supplies was between 25% and 200%, depending of the company, the same people said.
The Saudi discounts are so big that Arab Light will “push out” Urals and other crude streams “from regional refiners’ diet” unless their relative price also falls, Amrita Sen, chief oil analyst at consultant Energy Aspects Ltd. said in a note to clients.
The increase in volumes, known in the industry as nominations, was confirmed by Aramco to the European oil companies on Wednesday, the same people said, asking not to be named discussing private information. One of Europe’s major refiners got double its normal allocation, a person with knowledge of the matter said.
Saudi Aramco announced on Tuesday that it was lifting production to 12.3 million barrels a day for April, just days after enticing refiners to buy more with record cuts to its official selling prices -- the discounts or premiums at which the kingdom sells relative to regional benchmarks.
The supply hike -- more than 25% higher than last month’s production -- put Aramco above its maximum sustainable capacity, indicating that the kingdom is even tapping its strategic inventories to dump as much crude on the market as quickly as possible.