虽然中国毫不妥协地回击美国加征关税也就是几天前的事,但随着中美双边贸易崩盘,石油市场的一个角落已经陷入了危机。
因为没法再卖给中国了,丙烷在美国市场价格暴跌 —— 中国是仅次于日本的最大丙烷客户。丙烷是一种液化石油气(LPG),可用于取暖和生产塑料制品。
两国在LPG市场上本该是一对好伙伴。受益于页岩油革命,美国的产量飙升,中国也顺势提高了塑料产能。直到上周,这些工厂都还在给一台严重依赖美国消费者的出口“机器”供应原料。但现在,这一切都被快速升级的关税搅翻了。
中国丙烷进口商疯狂地想要脱手它们再也负担不起的美国货,换成其他来源的供应。
快速增长
美国LPG对华贸易近年来迅速增长,达到了每月10亿美元。中国去年60%左右的进口来自美国,是第二大供应国阿布扎比占比的近四倍。此外,贸易商们称,中东货经常把丙烷和丁烷混在一起。
与此同时,根据花旗集团,美国出口商也开始在欧洲寻找新买家。Rystad表示,如果价格进一步下跌,印度或成为另一个可能去处。
责任编辑:郭明煜
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