据烃加工网4月16日报道,亚洲航空燃料精炼利润连续第二个交易日下跌,因担心新冠疫情在几个市场的再度封锁将抑制航空需求复苏。
在亚洲交易时段内,航空燃料的精炼利润(即价差)较迪拜原油每桶下跌4.59美元,较周四下跌15美分。 根据Refinitiv Eikon数据显示,本周航空燃料价差增加了10%,但仍比一年中同期的十年季节性平均值低63%。
尽管一些国内航线已经出现了少量需求,但由于亚洲许多地区出现了新的疫情浪潮,边境封锁时间延长,大部分国际航班仍停飞。一位驻新加坡的交易员表示,不同行业的人仍然尽可能避免商务旅行,而许多家庭并没有制定乘飞机旅行的计划,因为接种疫苗的年龄层不同,没有人愿意让没有接种疫苗的年轻人群冒险。
据市场观察人士称,由于精炼利润率下降,炼油厂一直限制产量,因此该地区的航空燃料供应有限,但需求持续疲软继续抑制市场人气。航空燃料的现金折扣较周五新加坡的报价为每桶36美分,而一天前为每桶62美分。
ARA库存-根据荷兰咨询公司Insights Global的数据显示,在截至4月15日的当周,阿姆斯特丹-鹿特丹-安特卫普(ARA)炼油和仓储中心独立持有的柴油库存下降2.6%,至230万吨。ARA航空燃油库存下降4.6%,至86.2万吨。
郝芬 译自 烃加工网
原文如下:
Asia Distillates-Jet cracks drop as aviation sector continues to struggle
Asian refining margins for jet fuel dropped for a second straight session, weighed by worries that renewed coronavirus lockdowns in several markets would dampen aviation demand recovery.
Refining margins, or cracks, for jet fuel dropped to $4.59 per barrel over Dubai crude during Asian trading hours, 15 cents lower from Thursday. Jet cracks have gained 10% this week, but still remain 63% lower than the ten-year seasonal average for this time of the year, Refinitiv Eikon data showed.
While pockets of demand have emerged from some domestic routes, a majority of international flights remain grounded due to prolonged border restrictions amid fresh virus waves in many parts of Asia. Business travel is still being avoided as much as possible across sectors, while a lot of families are not making plans to fly as vaccinations are based on different age groups and nobody wants to risk the younger ones, who are not vaccinated, a Singapore-based trader said.
Jet fuel supplies in the region are limited as refiners have kept a cap on production due to weaker refining margins, but persistent weakness in demand continues to put a damper on sentiment, market watchers said. Cash discounts for jet fuel were at 36 cents a barrel to Singapore quotes on Friday, compared with a discount of 62 cents per barrel a day earlier.
ARA INVENTORIES - Gasoil stocks held independently in the Amsterdam-Rotterdam-Antwerp (ARA) refining and storage hub dropped 2.6% to 2.3 million tons in the week to April 15, data from Dutch consultancy Insights Global showed. - The data showed ARA jet fuel inventories fell 4.6% to 862,000 tons.
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