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市场动态：欧洲航空燃油供应紧张加剧；壳牌称炼油厂已进入最大产能模式

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-- 标普全球周四发布报告称，由于库存降至59.7万吨，加上中东供应中断导致市场供应紧张，欧洲炼油厂正全力运转以提高航空燃油产量。 报告补充道，壳牌荷兰公司总裁弗兰斯·埃弗茨表示，由于中东供应中断导致航空燃油供应紧张，欧洲炼油厂已转为“最大航空燃油生产模式”。 报告指出，埃弗茨表示，由于需求强劲，炼油厂已将航空燃油的生产置于其他产品之上，因此炼油厂只能将产量调整几个百分点。 报告还指出，壳牌运营着日产能40.4万桶的鹿特丹炼油厂，这是欧洲最大的炼油厂，尽管航空需求激增，但该炼油厂只能小幅提高航空燃油产量。 报告称，航空公司已开始应对供应紧张的局面，汉莎航空已取消10月份的2万个航班，同时票价上涨。欧盟官员计划追踪整个欧盟的航空燃油库存。 报告援引Insights Global的数据称，阿姆斯特丹-鹿特丹-安特卫普枢纽的航空燃油和煤油库存降至59.7万吨，较上周下降7%，较去年同期下降10%，达到2020年4月以来的最低水平。 报告指出，上一次出现可比低点是在2020年4月2日，当时库存为57.2万吨。 报告还补充说，欧洲越来越多地转向从美国墨西哥湾沿岸进口，以弥补来自中东的供应减少。 埃弗茨表示，欧洲对航空燃油的需求量最大，其次是柴油。据报告显示，壳牌正将原油采购重心从中东转移，并利用其贸易网络确保供应并优化流通。 报告还指出，在2025年初大宗商品价格下跌导致利润下滑之后，壳牌预计本季度其化工产品部门的贸易和优化收益将显著增长。 报告称，壳牌位于鹿特丹的工厂不仅生产成品燃料，还生产中间体，这使得公司能够通过出售原料来获取更高的价值，其他加工商可以对这些原料进行进一步的升级。已联系壳牌寻求置评。 （市场动态新闻来源于与全球市场专业人士的对话。这些信息被认为是来自可靠来源，但可能包含传闻和推测。准确性无法保证。）

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