據(jù)Oil Price網(wǎng)站2020年4月8日利雅得報道,美國彭博新聞社匯編的油輪追蹤數(shù)據(jù)顯示,全球最大的原油出口國沙特阿拉伯正在履行自己的承諾,即在需求大幅下降的情況下向全球市場供應(yīng)大量的原油,此舉導致沙特原油運往美國的超級油輪數(shù)量激增。
彭博社匯編的數(shù)據(jù)顯示,3月 份,當沙特阿拉伯承諾向市場大量供應(yīng)原油時,該國對美國的原油日出口量達到了一年來高點的51.6萬桶。
4月份到目前為止,至少有7艘超級油輪目前正在駛往美國墨西哥灣沿岸的路上,這7艘超級油輪總共裝載了1400萬桶原油。相比之下,3月份同期沙特運往美國的原油只有200萬桶。根據(jù)彭博社匯編的數(shù)據(jù),幾乎所有的超級油輪都由沙特阿拉伯國家航運公司巴赫里(Bahri)包租。
就在3月初歐佩克+減產(chǎn)協(xié)議談判破裂以后,沙特阿拉伯的Bahri就立馬租用了多艘超大型原油運輸船來外運沙特計劃在4月份出口的所有額外原油產(chǎn)量,這對于沙特這家自己擁有41艘油輪的航運公司來說的確是一個罕見的舉動。
沙特原油出口的激增加上全球因疫情影響造成巨大的需求損失,一些分析師預計,4月份全球石油需求量將比全球正常需求水平減少30%,即日減3000萬桶。
當世界主要石油生產(chǎn)國試圖達成一項更廣泛的減產(chǎn)協(xié)議時,沙特阿拉伯并沒有改變其策略——至少在4月份沒有改變其策略。IHS Markit海運與貿(mào)易部門液體散貨首席分析師福蒂奧斯?卡特索拉斯本周寫道,沙特阿拉伯的原油貨物將提前幾周交付。
據(jù)IHS Markit海上大宗商品的數(shù)據(jù),沙特阿拉伯正在按照承諾推進更多的原油出口。
卡特索拉斯說,“沙特阿拉伯未來將每天出口接近700萬桶的原油,但沙特目前的原油日出口量已超過900萬桶?!?/span>
這位分析人士指出,盡管要求達成全球協(xié)議的外交壓力越來越大,但沙特阿拉伯仍準備進一步擴大原油出口。
IHS Markit 海上大宗商品的數(shù)據(jù)顯示:“目前,至少有18艘載有壓艙物的超級油輪的位置非常靠近沙特阿拉伯的拉斯塔努拉和延布的石油終端,這兩個石油終端總共可裝載約3600萬桶原油。”
李峻 編譯自O(shè)il price.com
原文如下:
Saudi Arabia Sends Wave Of Supertankers To U.S. Ahead Of Oil Meeting
The world’s top oil exporter, Saudi Arabia, is making good on its promise to flood the world with oil even as demand collapses, with a surge in tankers carrying Saudi crude to the United States, tanker-tracking data compiled by Bloomberg showed on Wednesday.
Last month, when Saudi Arabia pledged to flood the markets with oil, the Kingdom’s crude oil exports to the U.S. hit a one-year-high of 516,000 barrels per day (bpd), according to the data compiled by Bloomberg.
So far this month, at least seven supertankers carrying a total of 14 million barrels of oil are currently traveling to the U.S. Gulf Coast. This compares to just 2 million barrels of Saudi oil en route to America in the same period in March. Almost all tankers are chartered by the Saudi state-run shipping firm Bahri, according to the data compiled by Bloomberg.
Just after the collapse of the OPEC+ production cut deal in early March, Saudi Arabia’s Bahri was understood to have hired multiple very large crude carriers to carry all the extra oil that the Kingdom planned on exporting in April—a rare move indeed for the shipping company that sports its own fleet of 41 tankers.
The surge in Saudi oil exports coincides with a colossal demand loss around the world due to the coronavirus pandemic, and some analysts see global oil demand in April crashing by 30 percent, or by 30 million bpd, compared to the world’s typical levels of consumption.
While the major oil producers in the world are trying to forge a broader production cut deal, Saudi Arabia isn’t changing tactics - at least not this month; cargoes were scheduled weeks ahead, Fotios Katsoulas, Liquid Bulk Principal Analyst, Maritime & Trade, at IHS Markit, wrote this week.
According to IHS Markit Commodities at Sea, the Saudis are pressing ahead with more crude oil exports as promised.
“Saudi Arabia was exporting close to seven million barrels a day, but current activity stands above nine million barrels a day,” Katsoulas said.
The Kingdom is ready to further boost its exports, despite growing diplomatic pressure for a global deal, the analyst noted.
“At least 18 ballast VLCCs are currently positioned very close to Saudi Arabia's oil terminals of Ras Tanura and Yanbu, which could load around 36 million barrels in total,’’ according to IHS Markit Commodities at Sea.
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