據(jù)油價網(wǎng)6月22日報道，根據(jù)彭博社整理的油輪跟蹤數(shù)據(jù)顯示，停泊在埃及紅海沿岸的大部分沙特超大型油輪集群開始顯示出消散的跡象，其中11艘油輪中有兩艘不再停泊在艾因蘇赫納港油輪碼頭附近。

根據(jù)Vortexa的數(shù)據(jù)，到上周五，有10艘裝載約2000萬桶石油的超大型油輪在艾因蘇赫納港附近漂浮，另外還有兩艘超級油輪正駛向同一地點。Vortexa的市場情報與分析（中東北非地區(qū)）主管Jay Maroo在6月16日的一份報告中寫道，所有10艘漂浮的超級油輪已經(jīng)靜止停泊了七天以上，其中大部分貨物是在五月下半月或之后裝載的。

目前尚不清楚導(dǎo)致油輪聚集的原因，而沙特也未就在埃及沿岸積聚的貨物發(fā)表評論。通常情況下，大部分運載沙特原油的超級油輪會直接將石油運至艾因蘇赫納港，而不通過蘇伊士運河。

彭博社認(rèn)為，這種情況最有可能的原因是原油存儲空間不足。

現(xiàn)在，根據(jù)彭博社收集的數(shù)據(jù)，11艘油輪中有兩艘不再停泊原地，其中包括在埃及沿岸停泊時間最長的那艘沙特油輪。這11艘油輪中，其中9艘由沙特國家航運公司巴赫里所有，另外兩艘由亞洲公司擁有。

Maroo表示，沙特原油油輪在埃及沿岸聚集如此之多的情況并不常見。

Maroo在上周末的報告中指出，“上一次沙特原油浮動儲存量如此高企是在2020年第二季度，當(dāng)時積聚量達到3000萬桶/日，但那是在浮動存儲量增長幅度更大和強勁的正價差結(jié)構(gòu)支持下的情況下出現(xiàn)的” 。

這次油輪聚集正值沙特計劃于7月開始實施每日100萬桶的單方面減產(chǎn)前幾周。

胡耀東 譯自 油價網(wǎng)

原文如下：

Mysterious Saudi Oil Tanker Cluster Off Suez Starts To Clear

A cluster of mostly Saudi supertankers loaded with oil that has been idling off Egypt’s Red Sea coast for weeks has shown signs of starting to clear as two of the 11 tankers are no longer anchored near the Ain Sukhna oil terminal, according to tanker tracking data compiled by Bloomberg.

As of last Friday, 10 very large crude carriers (VLCCs) carrying around 20 million barrels of oil were floating off Ain Sukhna and another two supertankers were heading to the same location, Vortexa data showed on June 16.  

All 10 floating supertankers have been stationary for seven days or more and most of these cargoes loaded during or after the second half of May, Jay Maroo, Head of Market Intelligence & Analysis (MENA) at Vortexa, wrote in a note on Friday.

It wasn’t immediately clear what has caused the accumulation of tankers, while Saudi Arabia hasn’t commented on the build-up of cargoes off Egypt. Most supertankers carrying Saudi Arabian crude typically deliver the oil to Ain Sukhna without transiting the Suez Canal.

The most likely reason is a lack of storage, according to Bloomberg.

Now two of the 11 tankers are no longer anchored, including the Saudi tanker that had been idle off the Egyptian coast for the longest period of time, per the data collected by Bloomberg. Of the 11 tankers, 9 are owned by Bahri, the national shipping carrier of Saudi Arabia, and two by Asian firms.

At any rate, there haven’t been many recent instances of Saudi crude accumulating in such quantity offshore Egypt, Vortexa’s Maroo said.

“The last time Saudi crude floating storage volumes were above current levels was in Q2 2020 when levels hit 30mbd, but that was amid a wider rise in floating storage volumes and a strong contango structure supporting the activity,” Maroo noted at the end of last week.  

The cargo cluster off Egypt’s coast comes weeks before Saudi Arabia is set to begin the unilateral production cut of 1 million barrels per day (bpd) in July.