據烴加工2021年7月13日報道,國際能源署(IEA)表示,由于疫苗接種率的提高和世界各地減少社交距離的措施,全球原油加工量預計在7月和8月將繼續(xù)增長。
然而,這家總部位于巴黎的機構預計,由于煉油廠面臨即將來臨的季節(jié)性維護,這一增長趨勢將在今年冬季失去勢頭。
由于冠狀病毒疫情大流行和流動性限制帶來的燃料需求空前下降,2020年世界各地的煉油廠大幅削減了原油加工量。 高峰時期的封鎖摧毀了超過20%的全球石油需求。
由于一些國家廣泛的疫苗接種計劃的啟動和限制的放寬,自2月份以來,全球原油加工量一直在增加。 IEA在其月度報告中稱,在5月陷入停滯之后,6月全球煉油加工量日均增加了160萬桶。
這是自2020年7月以來的最大月度漲幅,當時的漲幅支撐了原油價格。 6月份產品供應增加和原油價格上漲對產品裂解利潤和煉油利潤率產生了負面影響。
7月和8月全球原油加工量預計將比6月日增270萬桶,但隨著煉油廠維修季節(jié)的開始,9月和10月的全球原油加工量將開始下降。
李峻 編譯自 烴加工
原文如下:
IEA says refining throughput set to rise in July, August
Global refining runs are expected to continue rising in July and August due to increasing vaccination rates and easing social distancing measures around the world, the International Energy Agency (IEA) said.
The Paris-based agency, however, expected the trend will lose momentum in winter due to seasonal maintenance of refineries.
Refiners around the world significantly reduced their operations in 2020 as they faced an unprecedented fall in fuel demand brought about by the coronavirus pandemic and mobility restrictions. The lockdowns at their peak destroyed over 20% of global oil demand.
The refining runs have been rising since February as widespread vaccination programmes started in several countries and restrictions were eased. After stagnating in May, global refining throughput increased by 1.6 million barrels per day (bpd) in June, IEA said in its monthly report.
That was the largest monthly increase since July 2020, which supported crude oil prices. Increased product supply and higher crude oil prices negatively affected product cracks and refinery margins in June.
Runs are expected to increase by another 2.7 million bpd over July and August from June levels but will start declining in September and October as refinery maintenance season begins.
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