
作者:克里斯托弗·查尔斯顿。飓风“伊萨亚斯”正在推高美国墨西哥湾地区的原油价格,该地区近四分之三的石油生产已陷入停滞。
By Christopher Charleston Hurricane Isaias is lifting to US Gulf Coast crude prices, with nearly three-quarters of oil production in the region shut in.
据美国海洋矿产管理局周五透露,生产商已暂停每日约146万桶的石油产出,这一数值相当于该地区总产量的72%。截至美国东部时间中午12点,已有129座钻井平台上的工作人员撤离,另有两艘动力定位钻井平台已驶离风暴路径。
Producers halted about 1.46 million barrels a day of output, or 72% of the regional total, the Marine Minerals Administration said on Friday. Workers had evacuated 129 platforms as of 12 p.m. ET, white two dynamically positioned rigs moved out of the storm’s path.
随着飓风逼近,英国石油公司已暂停“雷马”和“纳基卡”平台的石油生产并疏散人员,同时还将“阿戈斯”、“亚特兰蒂斯”及“疯狗”平台上的非必要工作人员撤离。
BP Plc shut production and evacuated its Thunder Horse and Na Kika platforms as the hurricane approached. The company also removed nonessential personnel from Argos, Atlantis and Mad Dog platforms.
目前“伊萨亚斯”已增强为三级飓风,正向美国墨西哥湾沿岸逼近。此次风暴不仅扰乱了当地的海上石油供应,恰逢伊朗局势动荡导致全球石油贸易路线发生剧变。由于中东原油运输周期延长,大量油轮被占用,导致美国原油运往亚洲的运输成本大幅飙升。
Isaias, which strengthened into a Category 3 hurricane as it nears the US Gulf Coast, is disrupting offshore supplies at a time when the Iran war has upended global oil trade routes. Longer delivery times for Middle Eastern shipments have tied up tankers, sending the cost of moving American crude to Asia soaring.
据波罗的海交易所数据,目前租用超大型油轮将200万桶美国原油运往亚洲的费用约为7900万美元,相当于每桶原油的运输成本高达39.50美元,这严重削弱了美国原油出口的经济效益。
Hiring a very large crude carrier to transport US oil to Asia now costs around $79 million, according to the Baltic Exchange. That amounts to roughly $39.50 a barrel for a 2 million barrel cargo, eroding the economics of shipping US crude overseas.
运输成本的上涨抑制了出口需求,而此次海上石油生产的损失或将导致原本难以找到海外买家的原油库存难以进一步累积。美国主要原油品种:运输成本:
With freight costs weighing on export demand, the offshore production losses could limit the buildup of barrels that would otherwise struggle to find buyers abroad. US Crude Grades: Freight Costs: