据油价网8月29日报道,7月墨西哥国家石油公司(Pemex)的石油加工较前一个月大幅增长,而原油出口略有增长,这与此前削减出口、专注于国内市场的国家政策相反。
根据这家国有石油公司的最新报告显示,7月份的石油日均加工量为82万桶,较6月份增长15%,较2021年7月增长29%。但是,7月份的数字仍然低于政府和墨国油为2022年底设定的100万桶/日的目标。
石油产量仍接近170万桶/天,也低于2022年190万桶/天的目标。
去年,墨西哥政府宣布了一项相当激进的逐步减少石油进口的计划,推翻了2013年写入宪法的一项重大改革计划。
美国是墨西哥最大的石油出口市场,这个拉美国家在2021年每天向美国炼油厂出售71万桶石油,但同时每天进口116万桶石油。
但高油价和包括高通胀在内的不确定经济前景可能会导致墨西哥政府搁置这些计划。
尽管出口量下降5%至568万桶,但石油和天然气价格高企帮助墨国油今年上半年实现净利润127亿美元,而2021年上半年则亏损11.5亿美元。在此期间,墨西哥原油均价为每桶97.80美元,在地缘政治冲突后不久的3月份达到119.62美元的峰值。高额利润促使AMLO宣布墨国油“曾经破产,现在正在重生”。
郝芬 译自 美国油价网
原文如下:
Pemex Sees Sizeable Increase In Crude Processing In July
Oil processing at Mexico’s national oil company Pemex increased substantially in July from the previous month, while crude exports rose slightly in a reversal of earlier national policy to cut exports and focus on the domestic market.
According to the state-owned oil company's most recent report, average oil processing for July stood at 820,128 barrels per day (bpd), up 15% from June and a rise of 29% from July 2021. However, the July figure is still below the target of 1 million bpd set by the government and Pemex for the end of 2022.
Oil production remained close to 1.7 million bpd, also below the target of 1.9 million bpd for 2022.
Last year, the Mexican government announced a rather radical plan to phase down oil imports, reversing a major reform plan enshrined in the constitution in 2013.
The U.S. is Mexico’s largest oil export market, with the Latin American nation selling American refineries 710,000 barrels per day in 2021 but also importing 1.16 million b/d.
But high oil prices and an uncertain economic outlook including high inflation might see those plans shelved by the Mexican government.
High oil and gas prices helped Pemex report net profit of $12.7 billion for the first six months of the current year compared with a loss of $1.15 billion in the first half of 2021 despite export volumes falling 5% to 5.68 million barrels. A barrel of Mexican crude averaged $97.80 during the period, with prices peaking in March to $119.62 shortly after the war. The high profits prompted AMLO to declare that Pemex, “was in bankruptcy and it is now being reborn.”
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