据ICIS-MRC网站3月15日莫斯科报道,据路透社报道,受航空需求持续疲软影响,亚洲航空燃料精炼利润率上周五出现连续第三周下滑。
在亚洲交易时间,航空燃料的精炼利润率为每桶3.53美元,较周四迪拜原油下跌7美分。
根据Refinitiv Eikon的数据显示,航空燃料利润本周已经下降了13%,比5年同期的季节性平均水平低了近70%。据贸易消息人士称,长期的国际旅行限制和几个市场接种疫苗的缓慢步伐影响了航空需求的复苏,而近期原料原油价格的走强影响了炼油利润率。
随着各国取消边境限制,航空市场预计将在未来几个月逐步走强,但多数市场观察人士认为,该行业需要数年时间才能达到疫情前的水平。据一位新加坡贸易商表示,我认为航空业需要更多时间来实现可持续或稳定的复苏。全球疫苗推广肯定需要超过6个月的时间。我们的生活,无论是个人生活还是商业生活,都不会和以前一样了。我们不能拿着行李,飞到任何我们想去的地方,而不必担心那里是否足够安全。但贸易商表示,由于韩国炼油厂供应不足,日本部分炼油厂计划进行春季维护,目前供应有限,地区航油市场正得到一些支持。
较新加坡报价,上周五航空燃油现金折扣扩大了10美分,至每桶80美分,这是自去年10月22日以来的最大折扣。
郝芬 译自 ICIS-MRC
原文如下:
Asia distillates-jet fuel refining margins post third straight weekly drop
Asian jet fuel refining margins dropped on Friday, posting their third consecutive weekly decline, weighed down by persistent weakness in aviation demand, reported Reuters.
Refining profit margins, also known as cracks, for jet fuel were at USD3.53 per barrel over Dubai crude during Asian trading hours, 7 cents lower from Thursday.
The jet fuel cracks have dropped 13% this week, and remained nearly 70% lower than their five-year seasonal average for this time of the year, Refinitiv Eikon data showed. Prolonged international travel restrictions and sluggish pace of vaccinations in several markets have impacted the aviation demand recovery, while the recent strength in feedstock crude prices have hurt the refining margins, trade sources said.
The aviation market is expected to gradually strengthen in coming months as countries lift border restrictions, but a majority of market watchers believe it would take years for the sector to reach pre-pandemic levels. "I think the aviation sector needs more time to achieve a sustainable or stable recovery. Global vaccines rollouts definitely need more than six months," a Singapore-based trader said. "Our lives, be it personal or for business are never going to be the same as before. We cannot just grab our bags and fly anywhere we want, without having to worry if the place is safe enough." The regional jet fuel market, however, is getting some support as supplies are currently limited with refineries in South Korea not running high and some refineries in Japan scheduled to undergo spring maintenance, traders said.
Cash discounts for jet fuel widened by 10 cents on Friday to 80 cents per barrel to Singapore quotes, the biggest discounts since Oct. 22.