据油价网2023年2月3日报道，在去年获得创纪录的利用率之后，美国炼油商表示，由于开始炼油设施维修旺季，今年第一季炼油产能利用率预计将下降。
路透社指出，在2022年的大部分时间里，美国最大的炼油商的炼油产能利用率超过90%，今年第一季度的炼油产能利用率低于90%，分析师预计美国炼油商2023年初炼油产能利用率将在85%至89%之间。
业内分析师对路透社表示，今年第一季度的炼油厂维修计划将影响过去5年来的最高炼油产能水平。
美国最大的炼油商马拉松石油公司日前在2022年收益电话会议上表示，今年第一季度原油日加工量约为250万桶，产能利用率为88%。马拉松石油公司预计第一季度的炼油产能利用率将比去年同期下降。由于受到其位于美国墨西哥湾沿岸资产的炼油厂扭亏为盈的影响，马拉松石油公司2022年和第四季度的炼油产能利用率分别为96%和94%。
美国老牌跨国能源企业菲利普斯66表示，去年第四季度炼油厂年利用率为91%，但预计2023年第一季度炼油产能利用率将在80%左右。
菲利普斯66总裁兼首席执行官Mark Lashier在日前举行的财报电话会议上表示：“我们将重点放在第一季度的炼油产能复苏上。”
美国能源信息署在其最新一期的每周石油状况报告中称，在截至1月27日的一周里，美国炼油厂的开工率为85.7%，低于去年同期的87.7%。
美国炼油商计划在今年早些时候延长维修周期，此前他们已经放弃或只在炼油厂进行了几个季度的基本维护。首先，是疫情阻止了工人被派往炼油厂进行维护。然后是需求反弹——尤其是在2022年——在此期间，炼油厂以接近其产能的速度运行，以满足消费。因此，今年的美国炼油厂维护季节预计会更长，涉及美国各地更多的炼油厂，这将暂时压低炼油厂运营能力，并可能推高燃料价格。
李峻 编译自 油价网
原文如下：
U.S. Refiners To Scale Back Capacity Utilization After Record 2022
Following record utilization last year, U.S. refiners expect to have lower capacity operating in the first quarter of this year, due to a heavy maintenance season.
After operating at over 90% for most of 2022, the largest U.S. refiners now see their first-quarter utilization below 90%, and analysts expect refinery capacity utilization to be between 85% and 89% at the beginning of 2023, Reuters notes.
The planned maintenance in the first quarter will affect the highest level of refining capacity in five years, analysts told Reuters.
Marathon Petroleum, the biggest U.S. refiner, said on its 2022 earnings call this week that it sees its first-quarter crude throughput volumes at around 2.5 million barrels per day (bpd), which would be 88% capacity utilization. Marathon Petroleum expects lower utilization in the first quarter compared to
96% in 2022 and 94% in the fourth quarter, due to the impact of refinery turnaround in its U.S. Gulf Coast assets.
Phillips 66, for its part, said that crude utilization was 91% in the fourth quarter, but it expects Q1 2023 capacity utilization to be in the mid-80%.
“We are heavy centric first quarter on our turnaround,” Phillips 66 president and CEO Mark Lashier said on the earnings call this week.
In the week to January 27, U.S. refineries operated at 85.7% of their operable capacity, down from 87.7% in the same week last year, the Energy Information Administration said in its latest weekly petroleum status report.
Refiners plan longer maintenance periods early this year after foregoing or doing just basic maintenance at refineries for a few seasons. First, it was COVID that prevented workers from being sent to refineries for maintenance. Then it was the rebound in demand – especially in 2022 – during which refineries ran at near capacity to meet consumption. So this refinery maintenance season is expected to be longer and to involve a higher number of refineries across the U.S., temporarily driving operational capacity lower and potentially fuel prices higher.
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