據石油新聞2021年5月19日新加坡報道,隨著人員流動性的日益增加,包括汽油、柴油和航空燃料在內的運輸燃料的煉油利潤率從2020年的水平大幅提高,然而,由于亞洲地區的燃料需求前景依然脆弱,韓國最大的煉油商SK能源公司計劃在中間餾份油生產上保持一個保守的方法。
統計數據顯示,今年到目前為止,FOB新加坡92 辛烷值汽油裂解對ICE布倫特原油期貨的平均裂解價差為5.25美元/桶,比去年平均裂解價差1.75美元/桶大幅提高。與此同時,FOB新加坡航空燃油/煤油的現金差值比5月17日普氏新加坡航空燃油/煤油平均值評估溢價25美分/桶,這是自2020年2月25日以來的最高現金差值(MOPS + 27美分/桶)。
亞洲中間餾分油裂解和價格的改善,促使亞洲幾家主要煉油廠提高運行率,并增加海外成品油銷售。
李峻 編譯自 石油新聞
原文如下:
S Korea's SK Energy to limit Q2 oil product output amid fragile Asian demand
Transportation fuels -- including gasoline, diesel and jet fuel -- saw their refining margins improve sharply from 2020 levels amid a pick up in mobility, but South Korea's top refiner SK Energy plans to maintain a conservative approach in middle distillate production as the outlook for Asia's fuel demand remains fragile.
The FOB Singapore 92 RON gasoline crack against front-month ICE Brent crude futures averaged $5.25/b to date in 2021, a sharp improvement from 2020 average of crack spread of $1.75/b, data showed. Meanwhile, the FOB Singapore jet fuel/kerosene cash differential was assessed at a premium of 25 cents/b to Mean of Singapore jet fuel/kerosene assessments May 17, marking the highest cash differential since Feb. 25, 2020 at MOPS plus 27 cents/b.
The improved Asian middle distillate cracks and prices have encouraged several major refiners across Asia to raise their run rates and increase refined product sales overseas.
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