-- 根据Vortexa周五发布的一份报告,乌克兰无人机对波罗的海和黑海基础设施的袭击已显著削弱了俄罗斯的石油出口能力。 报告称,自3月下旬以来,空袭已导致俄罗斯海运原油和凝析油的日产量减少约80万桶。 报告还指出,清洁成品油出口量下降了40万桶/日,而柴油和瓦斯油出口量仍比去年同期水平低20万桶/日。 Vortexa分析师表示,由于下诺夫哥罗德等主要炼油厂停产,港口基础设施受损,尽管亚洲需求强劲,俄罗斯仍难以从全球高油价中获利。 由于炼油厂停产,俄罗斯未能将过剩的未加工原油转入出口市场。Vortexa将此归因于波罗的海和黑海装卸码头的运力受限。 报告指出,尽管普里莫尔斯克港的原油供应保持稳定,但乌斯季卢加港的原油出口量与2025年的水平相比,将面临每日20万桶的缺口。 Vortexa指出,俄罗斯石油管道运输公司波罗的海码头的装货延误和损坏表明其面临迫在眉睫的脆弱性,随着冲突的持续,莫斯科无法充分利用全球能源平衡趋紧的局面。
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