高盛将柴油利润预期上调逾一倍 称中东及俄乌战争令全球炼油市场趋紧

智通财经
Aug 31
【高盛将柴油利润预期上调逾一倍 称中东及俄乌战争令全球炼油市场趋紧】高盛集团警告称,受中东战争及俄乌战争影响,全球炼油市场料将趋紧,该行将柴油生产利润的预期提高一倍多。“中东和俄罗斯炼油厂遭袭情况增加,进一步限制了本已紧张的全球炼油产能,推动成品油利润率创下新高,”分析师Yulia Zhestkova Grigsby和Daan Struyven在报告中写道。“柴油仍然是此轮上涨的中心。”他们表示,炼油厂停产水平比季节性正常水平高出60%,尽管部分需求下降,但成品油库存却也在减少。明年,美国每桶柴油的利润将比布伦特原油价格平均高出63美元,这个数字在欧盟将为49美元,高于此前分别预测的27美元和19美元。

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