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今年夏季美国炼油商赢利表现将强劲

中国石化新闻网讯 据道琼斯5月8日消息,衡量炼油企业盈利能力的关键指标的炼油利润率,今年夏天看起来很强劲。摩根士丹利表示:“我们预计,强劲的夏季炼油利润率将受到强劲的美国需求、成品油市场供应的紧张以及有吸引力的原油价差的影响。”该公司表示,尽管当前美国汽油库存比正常水平高出5%达到2.38亿桶,但国内消费达到每日930万桶,接近历史高位,而出口处于季节性高位,汽油库存只够23.5天的消费量,比正常水平低2%。与此同时,馏分油供求平衡更加趋紧,馏分油库存为22.2天。摩根士丹利表示:“这不仅是今年的最低水平,而且比历史同期水平的低端还低1%。” 唐绍红 摘译自 道琼斯 原文如下: Refiners Set for Money-Making Summer Refining margins, a key measure of refiners’ profitability, look strong for the summer. “We expect robust summer refining margins with strong US demand, a tight product market, and attractive crude differentials,” says Morgan Stanley. It says while gasoline inventories are 5% higher than normal at 238M bbls, domestic consumption is near historical highs at 9.3M bpd while exports are at seasonal highs and gasoline inventories days of 23.5 are 2% below normal. Meantime, “the distillate balance is even tighter,” it says, noting distillate inventory of 22.2 days. “Not only is this the lowest level for the year, but it is also 1% below the low end of the historical seasonal range”  

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