【高盛加大对柴油市场风险警示,多地战事抑制油品流通】高盛集团加大警示,称中东冲突以及俄乌冲突正导致全球炼油市场供应趋紧,该行将柴油生产利润预期上调一倍以上。包括尤利娅・热斯特科娃・格里格斯比与达恩・斯特鲁伊文在内的分析师在报告中表示:“中东及俄罗斯炼油厂遭受袭击事件增多,本就紧张的全球炼油产能进一步受限,推动成品油利润率创下新高。柴油仍是本轮上涨行情的核心。”分析师称,炼油厂停工规模较季节性正常水平高出 60%,即便部分需求有所回落,成品油库存仍在下降。预计明年美国每桶柴油相对布伦特原油的生产利润均值为 63 美元,欧盟为 49 美元,此前预测分别为 27 美元和 19 美元。全球正面临燃料危机,汽油等成品油价格涨幅远超原油。俄罗斯将柴油出口禁令延长至 9 月,加之全球第二大进口国巴西需求回升,供应紧张局面或将进一步加剧。与此同时,北半球冬季临近,取暖燃料需求将会攀升。
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