中国石化新闻网讯 据Platts3月14日报道,美国墨西哥湾沿岸丙烷货运溢价达到去年7月以来的最高水平,因为贸易商们希望利用货运过剩,并将冬季石油桶运至海外,其中大部分以创纪录的速度运往日本。
标普全球平台已评估FOB USGC比Belvieu丙烷溢价7美分/加仑,这是自2018年7月18日溢价7.25美分以来的最高水平。
这是自3年前活跃的VLGC现货市场发展以来的最高溢价之一,也是一个季节性特征,原因是国内需求下降,船舶竞相装货。普氏周三评估了从休斯顿到日本千叶的运费,从57美元/吨上升到59.50美元/吨。去年同期,“H/C”运费一直徘徊在去年同期看不到的低点附近。西北欧运费保持不变,为每公吨27.50美元。
EIA周三公布的每周数据显示,美国石油日产量为103.9万桶,出口同比增长23.5%,较去年同期增长28.4%。由于国内需求下降,供应量,也被称为隐含需求,下降20.1%,或32.7万桶/日,至130万桶/日,较上年同期下降16.1%。
孔丽炜 摘译自Platts
原文如下:
Feature: US propane exports renew pace, led by Japan's draw
The US Gulf Coast propane cargo premium reached its highest level since July as traders look to tap into a freight glut and ship end-of-winter barrels overseas, mostly to Japan at a record-smashing pace.
S&P Global Platts has assessed FOB USGC 7 cents/gal over Mt. Belvieu propane since Monday, the highest mark since a 7.25-cent premium on July 18, 2018.
It is one of the highest premiums since active spot VLGC markets developed over three years ago, and also a seasonal trait as domestic demand fades and vessels compete for loadings. Platts assessed freight rates from Houston to Chiba, Japan, at $59.50/mt Wednesday, up from $57/mt where the
"H/C" rate had been hovering around lows unseen seen the same period last year. Northwest Europe freight was unchanged at $27.50/mt.
US Energy Information Administration weekly data released Wednesday showed exports rose 23.5% week on week to 1.039 million b/d, and were also 28.4% higher than last year. Product supplied, also known as implied demand, dropped 20.1%, or 327,000 b/d, to 1.3 million b/d, and was down 16.1% from year-ago levels as domestic demand wanes.