據(jù)石化新聞2020年9月3日倫敦報道,標(biāo)普全球普氏能源資訊公布的統(tǒng)計數(shù)據(jù)顯示,由于對9月成交量的需求不斷增長,歐洲甲醇現(xiàn)貨價格在9月2日達到了自今年3月以來的最高水平。
9月2日甲醇鹿特丹離岸價為每噸197歐元,創(chuàng)下了6個月來新高。當(dāng)天成交的甲醇數(shù)量約有1.1萬噸,成交價在195歐元/噸至197歐元/噸之間。
消息人士表示,對于合同數(shù)量來說,甲醇供應(yīng)是健康的,但他補充說,由于全球運行率降低,現(xiàn)貨供應(yīng)受到限制。由于需求疲軟,甲醇利潤率在第二季度受到嚴(yán)重打擊,導(dǎo)致工廠關(guān)閉和開工率下降。
此外,歐洲最大的甲醇供應(yīng)國俄羅斯的計劃維護仍在進行,可能會持續(xù)到10月份。
消息人士預(yù)計,這一上升趨勢將在未來幾周持續(xù),因為現(xiàn)貨市場通常在季度合約價格談判開始前活躍。然而,展望未來,甲醇需求前景仍存在不確定性,目前由于新冠肺炎疫情大流行,全球甲醇需求仍低于2019年水平。
李峻 編譯自 石化新聞
原文如下:
European methanol spot hits 6-month high on demand
European methanol spot prices reached levels not seen since March on Sept. 2, according to S&P Global Platts data, amid growing demand for September volumes.
The FOB Rotterdam hit a six-month high at Eur197/mt.
Around 11,000 mt of methanol were traded on Sept. 2, with deals done between Eur195/mt up to Eur197/mt.
Supply of methanol was healthy for contractual volumes, sources said, however adding that availability of spot was limited due to reduced run rates globally.
Methanol margins have been severely hit during the second quarter due to weak demand, leading to plants shut downs and lower operating rates.
In addition, planned maintenance in Russia -- Europe's largest supplier of methanol -- is still ongoing and will likely last until October.
Sources expected the upward trend to continue over the coming weeks, as the spot market is usually active ahead of the beginning of the negotiations for the quarterly contract price.
However, looking ahead, there was still uncertainty on the demand outlook, which currently remains below 2019 levels due to the pandemic.
標(biāo)簽:甲醇
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