據(jù)鉆機(jī)地帶5月11日消息,油價(jià)上漲,因美元走軟提供了支撐,并抵消了美國(guó)墨西哥灣沿岸迅速增長(zhǎng)的原油儲(chǔ)備,原因是該地區(qū)的煉油商因美國(guó)最大燃油管道運(yùn)營(yíng)商科洛尼爾管道運(yùn)輸公司(Colonial Pipeline)關(guān)閉而削減了運(yùn)營(yíng)。
周二,紐約原油期貨價(jià)格上漲不到1%。美元持續(xù)走軟,使得以美元計(jì)價(jià)的大宗商品更具吸引力。
Colonial Pipeline正在努力重新啟動(dòng)其美國(guó)最大的石油產(chǎn)品系統(tǒng),此前一次網(wǎng)絡(luò)攻擊導(dǎo)致其業(yè)務(wù)關(guān)閉。雖然從阿拉巴馬州到弗吉尼亞州的加油站都出現(xiàn)了短缺,但美國(guó)海灣地區(qū)的煉油廠正在減少產(chǎn)量,以避免在沒有管道輸送的情況下出現(xiàn)供應(yīng)過剩。一些煉油商已經(jīng)租用船只在海上儲(chǔ)存精煉產(chǎn)品。
瑞穗證券(Mizuho Securities)期貨部門主管鮑勃?雅威格表示:“美元指數(shù)走低解釋了油價(jià)的小幅上漲。”他表示,美元疲軟可能挽救了原油市場(chǎng),此前原油市場(chǎng)面臨壓力,因?yàn)闊捰蜕瘫黄葍?chǔ)存無(wú)法輸送到管道的原油。
盡管受到新冠疫情引起的需求擔(dān)憂(尤其是在印度),限制了一定的漲勢(shì),本月迄今為止,美國(guó)原油價(jià)格仍上漲了2.7%。然而,歐佩克周二仍然上調(diào)了原油產(chǎn)量預(yù)估,該組織目前預(yù)計(jì)美國(guó)今年的原油供應(yīng)將小幅下降,主要原因是2月份德克薩斯州的冰凍氣候造成的影響。
咨詢公司雷斯塔能源分析師路易絲·迪克森表示,交易員們預(yù)計(jì)Colonial Pipeline關(guān)閉的問題會(huì)逐步得到解決。市場(chǎng)再次關(guān)注亞洲、新冠病例以及石油需求前景的下一個(gè)信號(hào)。
價(jià)格:
紐約市場(chǎng)6月交割的WTI原油價(jià)格上漲36美分,收于每桶65.28美元
布倫特原油7月份結(jié)算價(jià)上漲23美分,收于每桶68.55美元
美國(guó)汽油期貨上漲0.3%,收于每加侖2.1399美元
與此同時(shí),colonial遭“黑”的沖擊正在波及從煉油到航運(yùn)的方方面面。在加工企業(yè)方面,道達(dá)爾縮減了位于德克薩斯州阿瑟港煉油廠的一個(gè)關(guān)鍵部門的活動(dòng),Citgo 石油也削減了位于路易斯安那州查爾斯湖的工廠的費(fèi)用。由于交易商試圖解決因停運(yùn)造成的供應(yīng)不平衡問題,因此爭(zhēng)相預(yù)訂油輪。
基爾達(dá)夫說(shuō):“我們遠(yuǎn)未脫離colonial被攻擊的困境。消費(fèi)者越來(lái)越有可能感到恐慌,加油站擁擠可能會(huì)更廣泛地出現(xiàn),尤其是如果到本周末還沒有解決方案的話。”
FGE的數(shù)據(jù)顯示,由于Colonial Pipeline關(guān)閉,美國(guó)東海岸已經(jīng)損失了約360萬(wàn)桶汽油供應(yīng),而該地區(qū)每天的損失還將增加120萬(wàn)桶。
根據(jù)彭博社的一項(xiàng)調(diào)查,美國(guó)原油供應(yīng)上周預(yù)計(jì)有所下降。美國(guó)石油學(xué)會(huì)(API)將于周二晚些時(shí)候公布其供應(yīng)數(shù)據(jù),而政府?dāng)?shù)據(jù)將于周三公布。
裘寅 編譯自 Rigzone
原文如下:
Light Crude Ends Session Above $65
Oil rose as a weaker dollar lent support and offset a burgeoning pile up of crude in the U.S. Gulf Coast as refineries there cut runs in response to the Colonial Pipeline shutdown.
Crude futures in New York rose less than 1% Tuesday. The dollar has traded steadily weaker, making commodities priced in the currency more attractive.
Colonial Pipeline Co. is working to restart its oil-products system, the largest in the U.S., after a cyberattack shuttered operations. While gasoline stations from Alabama to Virgina report shortages, refiners in the U.S. Gulf are reducing output to avoid a glut in the absence of the pipeline. Some refiners have already chartered ships to store refined products offshore.
“The dollar index trading lower explains the slight increase in oil prices,” said Bob Yawger, head of the futures division at Mizuho Securities. The weak dollar may have saved the day for crude oil, which was facing pressure from refiners being forced to store barrels they can’t feed into the pipeline, he said.
U.S. crude oil prices are up 2.7% so far this month even with coronavirus-induced demand concerns, particularly in India, limiting rallies. Still, the Organization of Petroleum Exporting Countries on Tuesday lifted its forecast for the amount of crude it will need to produce and the group now sees a small decline in U.S. supplies this year, mostly due to the Texas freeze in February.
Traders are expecting “a gradual resolution to the Colonial Pipeline shutdown,” according to Louise Dickson, an analyst at consultant Rystad Energy. “The market is again looking to Asia, Covid-19 cases, and the next signals for oil demand outlook.”
Prices:
West Texas Intermediate for June delivery rose 36 cents to settle at $65.28 a barrel in New York
Brent for July settlement gained 23 cents to end the session at $68.55 a barrel
U.S. gasoline futures rose 0.3% to settle at $2.1399 a gallon
Meanwhile, the knock on impact of the Colonial disruption is rippling through to everything from refining to shipping. Among processors, Total SE scaled back activity in a key unit at its Port Arthur, Texas, refinery, and Citgo Petroleum Corp. also cut rates at its Lake Charles, Louisiana, plant. There’s been a rush to book oil tankers as traders seek to redress the supply imbalance caused by the stoppage.
“We are far from out of the out of the woods with the Colonial situation,” said Kilduff. “A scare among consumers is increasingly likely, where a run on gas stations may develop more broadly, especially if there is no resolution by the end of the week.”
The U.S. East Coast has lost about 3.6 million barrels of gasoline supply due to the Colonial Pipeline disruption, with the region losing an additional 1.2 million barrels each day the outage continues, according to FGE.
In the U.S., crude supplies are expected to have dropped last week, according to a Bloomberg survey. The industry-funded American Petroleum Institute will report its supply tally later Tuesday, while government data will be released on Wednesday.
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