據(jù)世界石油6月28日倫敦彭博社報道,俄羅斯旗艦級烏拉爾原油的出口將在下個月大幅下降,這凸顯出俄羅斯致力于幫助歐佩克和盟國生產(chǎn)商避免全球供應(yīng)過剩。
根據(jù)彭博社(Bloomberg)所見的裝載計劃,來自其三個主要的西方港口——波羅的海的普里莫爾斯克(Primorsk)和烏斯特-盧加(usti - luga)以及黑海的諾沃羅西斯克(Novorossiysk)的該級別原油的出口將環(huán)比下降40%,至7月份每天約78.5萬桶。該國于2012年才開始從Ust-Luga運送貨物,從那以后,這三個港口的總流量從未降低。
俄羅斯正在與沙特和其他產(chǎn)油國合作,以消除過剩。其的減產(chǎn)已將烏拉爾油田的溢價推高至多年來的最高水平,并收緊了更廣泛的現(xiàn)貨石油市場。
該消息宣布后,烏拉爾市場的金融衍生品上漲。據(jù)經(jīng)紀(jì)商稱,7月掉期合約的交易價較布倫特原油現(xiàn)貨溢價在1.80-1.95美元。 相比之下,4月初油價暴跌時的折扣價約為4.50美元。
部分裝載計劃已經(jīng)預(yù)示了出口的減少。一份7月前10天的出口清單顯示,這段時間的石油日出口量降至88萬桶。
下個月,Primorsk將率先減少發(fā)貨量,處理130萬噸,即每天約30.7萬桶。 這還不到一年前發(fā)貨量的三分之一。 Ust-Luga將每天運送28.4萬桶石油,而來自Novorossiysk的石油流量將降至每天20萬桶以下。
郝芬 譯自 世界石油
原文如下:
Russia throttles key Urals crude exports to meet OPEC+ agreements
Russia’s exports of its flagship Urals crude oil grade are set to plunge next month, underscoring the nation’s commitment to helping OPEC and allied producers to avert a global glut.
Exports of the grade from its three main western ports -- Primorsk and Ust-Luga in the Baltic Sea and Novorossiysk in the Black Sea -- will fall 40% month-on-month to about 785,000 barrels a day in July, according to loading plans seen by Bloomberg. The country only began shipping from Ust-Luga in 2012 and flows from the three facilities have never been lower on a combined basis since then.
Russia is working with Saudi Arabia and other producing countries to eliminate a surplus. Its output cuts have driven up premiums that Urals command to the highest in years, and tightened the wider physical oil market, albeit at the cost of selling smaller volumes.
Financial derivatives in the Urals market rallied after the news. Swaps contracts for July were trading at premiums of between $1.80 and $1.95 to Dated Brent, brokers said. That compares with a discount of about $4.50 at the depths of oil’s rout in early April.
The reduced exports had already been foreshadowed by a partial loading program. An export schedule for the first 10 days of July showed flows for the period dropping to 880,000 barrels a day.
Primorsk will lead the drop, handling 1.3m tons, or about 307,000 barrels a day, next month. That’s less than a third of what it was shipping a year ago. Ust-Luga will ship 284,000 barrels a day, while flows from Novorossiysk will decline to below 200,000 barrels a day.
標(biāo)簽:俄羅斯 烏拉爾原油 歐佩克協(xié)議
相關(guān)資訊