美国能源部敦促炼油企业限制燃料油出口

根据美国能源部长致7家美国炼油企业的一封信，美国政府希望美国炼油企业限制燃料油出口  

美国在全球对非产能大国燃料油的需求飙升之际限制出口，将给石油和燃料油价格均增加上行压力

美国炼油企业已经表示，由于库存低，对欧洲的柴油出口没有太多空间，来自政府的压力只会放大这一事实 

据美国油价网8月26日报道，《华尔街日报》日前获得的美国能源部长格兰霍姆致7家大型炼油企业的一封信显示，由于美国国内燃料油库存水平多年来一直处于低位，政府敦促美国炼油企业限制他们的燃料油出口。

由于欧洲国家和一些南美国家正在寻找产能大国燃料油的替代品，美国的燃料油出口近几个月来一直在增长。 在欧洲，欧盟（EU）即将对原油及其石油产品实施的禁运，正促使贸易商从非该国来源采购越来越多的柴油。 美国就是其中之一，7月份美国柴油日出口量达到140万桶，为5年来最高。 其中大部分柴油需求增长来自欧洲。  

不过，美国政府现在正敦促美国炼油企业抑制燃料油出口，以提高国内库存水平。 

格兰霍姆在本月写给7家美国炼油企业的信中写道：“考虑到美国成品油出口的历史水平，我再次敦促你们在近期内集中精力在美国建立库存，而不是抛售现有库存来进一步增加出口。”

格兰霍姆在《华尔街日报》获得的信中补充称：“我们希望炼油企业能够主动解决这一需求。” 

“如果情况未能达到预期如此，美国政府将需要考虑采取更多政府明令或其他紧急措施。”格兰霍姆如是说。

分析人士说，美国在全球对非产能大国石油和燃料油的需求高涨之际限制出口只会推高油价。  

据美国炼油企业说，未来美国对欧洲的柴油出口量没有太大增加空间。 

瓦莱罗能源公司执行副总裁兼首席商务官盖理·西蒙斯在7月举行的公司第二季度财报电话会议上表示：“对我们来说，向欧洲供应更多柴油将是一个真正的挑战。”

西蒙斯补充称，由于美国柴油库存较低，且“该行业基本用尽库存”，“我很难看到将有大量柴油从美国流入欧洲”。

李峻 编译自 美国油价网

原文如下：

The Administration Urges Refiners To Curb Fuel Exports

·     According to a letter sent by U.S. Energy Secretary Jennifer Granholm to seven U.S. refiners, the Biden administration wants refiners to limit fuel exports.

·     Limiting exports at a time when global demand for non-Russian fuel is soaring would add upward pressure to both oil and fuel prices.

·     Refiners have already said that there isn’t much room to increase exports to Europe due to low inventories, pressure from Washington only amplifies that fact.

The Administration is urging American refiners to limit their fuel exports amid multi-year low domestic inventory levels, according to a letter U.S. Energy Secretary Jennifer Granholm sent to seven big refiners obtained by The Wall Street Journal.

U.S. fuel exports have been rising in recent months as countries in Europe and some in South America are looking to source alternatives to the larger producer's fuel. In Europe, the looming EU embargo on crude and products is prompting traders to source growing amounts of diesel from other sources. The U.S. has been one such source, and its exports hit 1.4 million bpd in July, the highest in five years. A lot of the increase is coming from Europe. 

However, the U.S. Administration is now urging refiners to curb exports in order to raise inventory levels at home.

"Given the historic level of U.S. refined product exports, I again urge you to focus in the near term on building inventories in the United States, rather than selling down current stocks and further increasing exports," Secretary Granholm wrote in a letter to seven American refiners this month. 

"It is our hope that companies will proactively address this need," she added in the letter obtained by the Journal. 

"If that is not the case, the Administration will need to consider additional Federal requirements or other emergency measures."

Limiting exports at a time when global demand for other oil and fuels is high would only drive up oil prices, analysts say. 

According to U.S. refiners, there isn't much room for a further increase in diesel shipments from America to Europe going forward. 

Gary Simmons, Executive Vice President and Chief Commercial Officer at Valero Energy, said on the Q2 earnings call last month that "It's going to be a real challenge for us to be able to supply a lot more diesel into Europe."

With U.S. inventories low and "the industry basically running all out," "it's very difficult for me seeing that there's going to be a lot of flow from the U.S. into Europe," Simmons added.