原油供给危机升级为“成品油荒”! 裂解价差历史高位运行,全球炼油牛市迈向2027年

智通财经
Aug 06
【原油供给危机升级为“成品油荒”! 裂解价差历史高位运行,全球炼油牛市迈向2027年】智通财经APP获悉,美国油气巨头之一的Phillips 66(PSX.US)高管近日表示,正在享受利润飙升的精炼燃料生产商,很可能在下一季度及更长时间内继续获得异常强劲的利润率。当前全球炼油景气度仍处上行轨迹,其本质是“成品油供给缺口”而非单纯的原油价格驱动型高景气,炼厂利用率、裂解价差、能源出口需求和现金流增速正在同步强化,而非个别能源企业经营业绩的偶然超预期。

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