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路透社

消息人士称中国炼油厂暂停10月燃料出口Chinese refiners suspend October fuel exports, sources say

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据报道,中国炼油商已暂停向香港和澳门以外地区出口成品油,直至另行收到北京方面的通知。消息人士向路透社透露,国有石油巨头中国石油天然气集团公司(中石油)周三取消了原定于10月份发运的部分汽油和航空煤油。

Chinese refiners reportedly suspended exports of oil products to regions beyond Hong Kong and Macau until further notice from Beijing. Sources told Reuters that state oil major PetroChina cancelled on Wednesday a handful of its gasoline and jet fuel shipments that were planned for October.

与此同时,第四位消息人士告诉路透社,另一家大型炼油商——私营的浙江石油化工有限公司(浙石化)在假期周内未安排任何成品油出口计划。

Meanwhile, another major refiner, privately controlled Zhejiang Petrochemical Corp (ZPC), skipped scheduling any oil product shipments during the holiday week, the fourth source told Reuters.

中石油、浙石化以及国家发展和改革委员会尚未就此报道发表评论。此举正值中国寻求在西亚战争背景下保障国内供应之际。

PetroChina, ZPC and the National Development and Reform Commission has not commented on the report yet. The move came as China looks to safeguard domestic supplies amid the West Asia war.

据报道,中国成品油出口的暂停将进一步限制全球市场,这些市场本已因中东和俄罗斯供应减少而陷入困境,此举可能会推动一些国家的油价创下新高。

According to the report, the suspension of Chinese products exports will further constrain global markets that are grappling with the loss of supplies from the Middle East and Russia, and could drive prices in some countries to new highs.

消息人士援引的话称,目前尚不清楚北京方面是否会在10月7日假期结束后恢复允许炼油商出口,并补充说这可能取决于国内燃料库存和炼油产量。还有哪些国家已经停止或正在考虑停止能源出口?

It is not clear if Beijing would resume permitting refiners' exports after the holiday ends on October 7, the sources were quoted as saying, adding that it could depend on domestic fuel inventories and refining output. Which other countries have halted or are mulling halting energy exports?1.

  1. 俄罗斯据《莫斯科时报》报道,俄罗斯政府周三表示,已将针对燃料生产商的柴油出口禁令延长至10月31日。

RussiaRussia extended its ban on diesel exports for fuel producers until October 31, the government said on Wednesday, as per the Moscow Times."

报道援引政府新闻稿称:“做出这一决定是为了保持国内燃料市场的稳定,特别是考虑到收获季节对车用燃料的需求较高。”

The decision was taken to maintain stability in the domestic fuel market, particularly given the elevated demand for motor fuel during the harvest season," the report cited a government press release.

俄罗斯已多次对汽油和柴油出口实施限制,以抑制燃料价格上涨,并解决因乌克兰无人机袭击炼油厂而引发的短缺问题。乌克兰军方上周声称,他们摧毁了俄罗斯超过45%的炼油能力。

Russia has repeatedly imposed curbs on gasoline and diesel exports to rein in rising fuel prices and tackle shortages triggered by Ukrainian drone attacks on oil refineries. Ukraine's military claimed last week that it knocked out more than 45% of Russia's refining capacity.2.

2.沙特阿拉伯9月初,沙特阿美石油公司告知至少两家欧洲炼油客户,由于沙特通往红海的关键输油管道遭到袭击,他们下个月将无法获得原油供应。

Saudi ArabiaEarlier in September, oil company Saudi Aramco told at least two European refining customers they will receive no crude oil next month following an attack on Saudi Arabia's key pipeline to the Red Sea.

沙特此前通知欧洲客户,在无人机袭击迫使其东西向输油管道关闭、导致三个泵站受损并中断了红海延布港的石油装载后,部分原油订单将被取消。

Saudi Arabia had informed European customers that some crude cargoes would be cancelled after drone attacks forced the shutdown of its East-West pipeline, damaging three pumping stations and disrupting oil loadings at the Red Sea port of Yanbu.

9月29日晚些时候,路透社援引消息人士的话报道称,沙特在重启东西向输油管道的运营后,已恢复了红海延布港的油轮装载工作。

Later on September 29, Reuters reported, citing sources that Saudi Arabia has resumed oil tanker loadings from its Red Sea port of Yanbu after restarting operations on the East-West Pipeline.

一位亚洲炼油消息人士称,国有石油巨头沙特阿美本周已向客户通报了延布港10月份的装载计划。该炼油商已于上周晚些时候在延布港装载了一批货物。欧洲航天局的卫星图像也显示装载工作已经恢复。

船舶追踪公司TankerTrackers.com周二在X平台上发文称:“欧洲航天局9月27日在红海上空拍摄的卫星图像显示,沙特阿拉伯正在延布和穆吉兹港装载近1000万桶原油。”

State oil giant Saudi Aramco notified customers this week about its October loading schedule from Yanbu, an Asian refining source said. The refiner loaded a cargo from Yanbu late last week. European Space Agency satellite pictures also pointed to a resumption of loading."ESA satellite imagery captured over the Red Sea on September 27 shows Saudi Arabia loading nearly 10 million barrels of crude oil at Yanbu and Al Muajjiz," vessel-tracking firm TankerTrackers.com wrote in a post on X on Tuesday.

9月11日,沙特将无人机袭击归咎于伊拉克民兵,袭击迫使该国关闭了输油管道,导致延布港的原油出口中断。该管道已于上周二恢复运营。

Drone attacks, which Saudi Arabia blamed on Iraqi militias, forced the kingdom to shut the pipeline on September 11, halting crude exports from Yanbu. Pipeline operations resumed last Tuesday.3.

  1. 美国美国总统唐纳德·特朗普在9月30日周三表示,随着白宫竞相遏制飙升的能源价格,他“每天”都在讨论禁止柴油出口的问题。

United StatesUS President Donald Trump said on Wednesday, September 30, that he has conversations about banning diesel exports "every day" as the White House races to curb soaring energy prices.

特朗普在椭圆形办公室发表讲话时表示,出口禁令会对汽油价格产生“负面影响”,但可能会降低柴油成本。

Speaking from the Oval Office, Trump said an export ban would "have a negative impact on gasoline" prices, but could lower diesel costs.

他表示,俄罗斯在乌克兰的战争,以及双方的袭击对能源生产和出口造成的影响,是柴油价格上涨的主要原因。

He said Russia's war in Ukraine, with strikes from either side impacting energy production and exports, is the main cause of rising diesel prices.

他补充说:“我们认为,目前的处境非常好。”据路透社报道,特朗普政府还考虑过全面禁止柴油出口、由炼油企业自愿限制出口,以及放宽免税柴油的销售。随着11月中期选举临近,而特朗普的经济施政支持率仍承受压力,特朗普政府和共和党候选人一直面临降低燃油成本的压力。能源部长克里斯·赖特表示,供应中断的范围更广。

He added: "We think we're in a very good place." According to Reuters, the Trump administration also weighed a blanket diesel export ban, voluntary export limits by refiners and allowing broader sales of tax-exempt diesel. The Trump administration and Republican candidates have been under pressure to bring down fuel costs as November's midterm elections approach and Trump's economic approval ratings remain under strain. Energy Secretary Chris Wright said the disruptions were more widespread."

路透社援引他的话说:“我们失去了一些来自中东的柴油出口,不过正在恢复这些出口,同时也失去了来自中国的柴油出口。因此,中断的供应数量相当多。”他说,预计欧洲很快会宣布新的柴油供应情况。路透社报道称,白宫已敦促欧盟释放紧急柴油储备,以帮助缓解价格压力。

We've lost some diesel exports from the Middle East, although we're restoring those, and we've lost diesel exports from China," he was quoted by Reuters as saying. "So that's a lot of interruptions." He said the administration expected announcements soon from Europe about new diesel supplies. The White House has urged the European Union to release emergency diesel stocks to help ease prices, Reuters reported.