
运费飙升加上季节性炼厂检修拖累委内瑞拉石油出口,导致上月出口量降至强人尼古拉斯·马杜罗下台以来的近期最低水平。
Soaring shipping costs coupled with seasonal refinery maintenance weighed on Venezuelan oil exports, sending flows last month near the lowest levels seen since the ouster of strongman Nicolás Maduro.
根据航运报告和彭博汇编的美国海关数据,10月装船的原油为日均80.9万桶,较上月下降25%。由于委内瑞拉国家石油公司拒绝降价以抵消不断上涨的运费,从而保持其石油相对于包括加拿大在内的其他产油国的竞争力,10月装船的委内瑞拉石油销售遇阻。
Tankers loaded 809,000 barrels a day of crude in October, down 25% from a month ago, according to shipping reports and US customs data compiled by Bloomberg. Sales of October-loading Venezuelan oil hit a snag as the country’s state oil company resisted lowering prices to offset rising freight costs to keep its oil competitive against other producers, including Canada.
中东和俄罗斯的持续冲突扰乱了供应流向,迫使船只绕行更长航线以获取供应,加上制裁执行减少了可用油轮数量,导致全球航运成本飙升。
Global shipping costs soared after ongoing fighting upended flows from the Middle East and Russia, sending ships on longer voyages to secure supplies, while sanctions enforcement reduced the pool of available tankers.
此外,美国、欧洲和亚洲秋季炼厂检修削弱了需求。美国需求环比下降27%。中国已连续10个月未从委内瑞拉购买原油。
On top of that, fall refinery maintenance in the US, Europe and Asia dented demand. Month-over-month US demand fell 27%. China hasn’t purchased crude from Venezuela for 10 straight months.
据阿格斯传媒数据,10月初用阿芙拉型油轮将委内瑞拉石油运往得克萨斯州、路易斯安那州和密西西比州主要买家的成本飙升至多年高点,达到每桶13.85美元。此后运费回落至9.41美元,但仍处于历史高位。点击此处查看包含详细出口数据和浮动储存数据的文件。
The cost to ship Venezuelan oil in Aframax tankers to top buyers in Texas, Louisiana and Mississippi ballooned to a multiyear high of $13.85 a barrel in early October, according to data from Argus Media. Rates have since fallen to $9.41, but remain at historically high levels. Click here for a document with detailed export data and data on floating storage.