亚洲国家大举抢购俄罗斯石油 远东原油已较国际油价出现溢价

格隆汇
Mar 19

3月19日,在霍尔木兹海峡封锁导致油价飙升的背景下,由于美国已暂时解除对俄罗斯石油的禁令,亚洲国家正在迅速抢购俄油以应对能源危机。在解禁后的一周内,印度炼油商抢购了约3000万桶俄罗斯石油。据Vortexa Ltd.称,至少有七艘载有俄罗斯石油的油轮在航行途中将目的地改为印度。

Kpler数据则显示,在美国解除禁令后,印度炼油商迅速购入了俄罗斯乌拉尔原油和部分俄罗斯远东原油,预定于3月和4月到货。印度此前因为与美国的贸易谈判而在年初削减了俄罗斯石油进口,但随着霍尔木兹海峡危机的持续,印度已经快速转换策略。Kpler还指出,远东原油是一种轻质、低硫的俄罗斯原油,通常在装船前一个月进行交易。由于伊朗冲突,炼油商现在正在进一步提前交易,凸显出亚洲炼油商确保供应的紧迫性,以及人们对中东原油迅速恢复供应的预期削弱。

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