據(jù)油氣新聞網(wǎng)9月18日?qǐng)?bào)道，據(jù)三位知情人士透露，達(dá)美航空公司（Delta Air Lines）計(jì)劃在其位于賓夕法尼亞州的Trainer煉油廠開(kāi)始接收可再生燃料原料，這是一項(xiàng)可以減少數(shù)億美元環(huán)境義務(wù)戰(zhàn)略的一部分。

此舉表明，達(dá)美航空子公司門羅能源（Monroe Energy）的戰(zhàn)略發(fā)生了轉(zhuǎn)變。

美國(guó)可再生燃料標(biāo)準(zhǔn)（US Renewable Fuel Standard）要求煉油廠每年向國(guó)家燃料池中加入越來(lái)越多的生物燃料，否則就需向煉油廠購(gòu)買合規(guī)信用額度。

達(dá)美航空10年前為了節(jié)省航空燃油成本而收購(gòu)了賓夕法尼亞煉油廠，這是航空公司首次收購(gòu)煉油廠。

該煉油廠預(yù)計(jì)將開(kāi)始進(jìn)口大豆油等農(nóng)產(chǎn)品，大豆油可用于生產(chǎn)滿足聯(lián)邦混合要求的生物質(zhì)柴油。

達(dá)美航空拒絕置評(píng)，但參考其最近的氣候游說(shuō)報(bào)告，該報(bào)告稱門羅公司在進(jìn)行了額外的經(jīng)濟(jì)和運(yùn)營(yíng)分析后，正在評(píng)估生產(chǎn)可持續(xù)航空燃料和其他可再生燃料。

沒(méi)有這種能力的煉油企業(yè)過(guò)去在信用額度上積累了大量頭寸，并試圖向政府施壓，要求降低它們的債務(wù)，以避免支付它們聲稱會(huì)威脅到業(yè)務(wù)生存能力的款項(xiàng)。

門羅能源過(guò)去每年不得不支付數(shù)億美元購(gòu)買合規(guī)信用，稱其混合能力有限。

該公司目前正在整修日產(chǎn)18.5萬(wàn)桶的Trainer煉油廠的兩個(gè)大型儲(chǔ)油罐。據(jù)兩名知情人士透露，一個(gè)儲(chǔ)油罐已經(jīng)完工，第二個(gè)定于下個(gè)月完工。其中一位消息人士稱，這些油罐將用于混合生物燃料。

據(jù)市場(chǎng)消息人士稱，大多數(shù)商業(yè)煉油廠每天購(gòu)買RIN信用額，以避免積累大量負(fù)債和價(jià)格波動(dòng)的風(fēng)險(xiǎn)，但Monroe能源近年來(lái)放緩或停止了購(gòu)買，因?yàn)镋PA因疫情推遲了合規(guī)期限。

據(jù)路透社報(bào)道，門羅能源去年推遲了購(gòu)買RIN的計(jì)劃，因?yàn)樗J(rèn)為RIN的價(jià)格將會(huì)下跌，或者公司將獲得豁免，不必支付他們的債務(wù)。然而，根據(jù)Refinitiv的數(shù)據(jù)，這些價(jià)格基本保持不變。該公司必須在明年之前購(gòu)買這些信用額度。

根據(jù)其最近的季度收益，該煉油部門在2022年6月的信貸缺口為5.56億美元。

隨著地緣政治沖突后全球煉油利潤(rùn)率飆升，達(dá)美航空的煉油收入今年大幅飆升。

今年上半年，達(dá)美的煉油部門盈利3.23億美元，而2021年上半年虧損2.83億美元。這家煉油廠自被該航空公司收購(gòu)以來(lái)一直難以盈利，該航空公司曾數(shù)次試圖出售該公司。

郝芬 譯自 油氣新聞網(wǎng)

原文如下：

Delta Air Lines to start refining biofuels in Pennsylvania

Delta Air Lines plans to start receiving shipments of renewable fuel feedstocks at its Trainer refinery in Pennsylvania as part of a strategy that could reduce its environmental liabilities by hundreds of millions of dollars, according to three sources familiar with the matter.

The move suggests a shift in strategy for Delta subsidiary Monroe Energy, which in the past has been among the smaller refiners that have tried to pressure the US Environmental Protection Agency and the White House to reform biofuel laws.

The US Renewable Fuel Standard requires refiners to blend an increasing volume of biofuels into the nation’s fuel pool each year or buy compliance credits from those who do.

Delta bought the Pennsylvania oil refinery 10 years ago in order to save money on jet fuel costs, the first-ever purchase of a refinery by an airline.

The refinery is expected to start importing agricultural products such as soybean oil, which can be used to make a biomass-based diesel that satisfies federal blending requirements.

Delta declined to comment, but referenced its most recent climate lobbying report, which states that Monroe is evaluating producing sustainable aviation fuel and other renewable fuels after conducting additional economic and operational analysis.

Refiners without that capability have in the past accumulated big positions in these credits, and have tried to pressure the federal government to reduce their liability to avoid making payments they claim threaten the viability of their businesses.

Monroe Energy in the past has had to pay hundreds of millions of dollars each year buying compliance credits, saying it had limited blending ability.

The company is now refurbishing two large tanks within the complex of the 185,000 barrel-per-day Trainer refinery. One tank is completed, and the second is slated for completion next month, according to two sources familiar with the matter. One source said the tanks would be used to blend biofuels.

Most merchant refiners buy RINs credits daily to avoid amassing a large liability and exposure to fluctuating prices, but Monroe Energy has slowed or halted purchases in recent years, according to market sources, as the EPA delayed compliance deadlines due to Covid-19.

Monroe delayed purchasing RINs last year because it thought RINs prices would fall or that the company would receive a waiver from paying their obligation, Reuters reported. However, those prices have stayed largely the same, according to Refinitiv data. The company has until next year to buy those credits.

The refining arm had a credit shortfall of $556 million in June 2022, according to its most recent quarterly earnings.

Delta's refining income has soared this year as global refining margins surged following the war.

In the first six months of 2022 Delta's refining arm earned $323 million, compared with a loss of $283 million in the first six months of 2021. The refinery had struggled to make money since its was purchased by the airline, which has attempted several times to sell it.