-- 根據美國能源資訊署週三公佈的數據顯示,由於中東衝突持續,美國原油出口上周大幅飆升,使其接近二戰以來首次實現淨出口。 上週原油出口量躍升至七個月來的最高水平,達到每日520萬桶,而進口量則較上季下降超過100萬桶/日,至每日530萬桶。 實際上,原油淨進口量(即進口量與出口量之差)跌至歷史最低水平,為每日6.6萬桶。 根據年度數據,美國上一次成為原油淨出口國是在1943年。 由於美伊衝突導致中東原油供應減少,亞洲和歐洲煉油商轉向其他地區尋求替代,近期對美國原油的需求大幅增加。 「正如預期,美國原油出口量在周度數據顯示中大幅飆升,亞洲對西德克薩斯中質原油(WTI)的需求持續旺盛,」斯巴達商品公司(Sparta Commodities)研究主管尼爾·克羅斯比(Neil Crosby)表示。 路透社通報稱,隨著3月布蘭特原油對WTI的溢價飆升至每桶20美元以上,美國原油的吸引力有所提升。 路透社引述Kpler船舶追蹤數據顯示,上周美國原油出口中約有37%流向亞洲,高於去年同期的30%,其中日本和韓國是最大的買家。 據報道,約47%的原油運往歐洲,主要目的地為荷蘭、法國和德國。 克羅斯比表示,儘管美國原油在全球煉油商中越來越受歡迎,“但為了捍衛自身庫存,美國油價最終可能會上漲,而且漲勢可能很快。” 此外,根據路透社引述分析師和交易員的說法,由於管道輸送能力和船舶可用性的限制,美國原油出口量可能很快就會達到約600萬桶/日的峰值,並趨於平穩。 根據通報,Kpler分析師馬特史密斯表示,4月美國原油出口量平均約520萬桶/日。已聯繫美國能源資訊署(EIA),尋求有關出口能力和預測的更多資訊。
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