石油价格

中国、日本和韩国将于 9 月接收来自加拿大新扩建的跨山输油管道的石油进口，成为自  5 月投入运营以来首批受益于该管道的亚洲国家。

扩建后的 TMX 管道将使从内陆阿尔伯塔省到加拿大太平洋海岸的原油运输量增加三倍，达到每天 89 万桶。TMX 为亚洲炼油商提供了进口多元化的机会，同时也使加拿大生产商有更多机会进入美国西海岸和亚洲市场。

韩国炼油商 GS Caltex将与日本顶级炼油商ENEOS 分割一批 55 万桶冷湖原油 ，GS Caltex 将获得 30 万桶，ENEOS 将获得 25 万桶。韩国顶级炼油商 SK Energy （ SK Innovation的子公司 ）从联合石化购买了一批 55 万桶原油，  而 文莱炼油商恒逸石化 也从中石油 (OTCPK:PCCYF) 购买了类似数量的原油 。所有原油均以比 ICE 布伦特原油每桶低 5 至 6 美元的价格出售。 

与此同时，中国民营炼油商 荣盛石化已从康菲石油公司 (NYSE:COP) 和 维多公司 购买了两批加拿大西部混合原油 (AWB)，  此外还通过招标购买了另外两批 AWB 原油。Cold Lake 和 AWB 是重质酸性原油，含硫量为 3.5-4%，API 比重为 21-22 度。

TMX 原油出口量预计约为 35 万至 40 万桶/天，将与来自拉丁美洲和中东的重质原油竞争。分析公司 Kpler 的高级原油分析师 Muyu Xu 表示，冷湖原油运往中国的价格比伊拉克巴士拉重质原油每桶便宜约 10 美元。

徐女士对路透社表示： “加拿大的 TMX 原油吸引了亚洲买家的兴趣，他们渴望获得廉价的重质原油供应，但无法获得受美国制裁的委内瑞拉原油。 ”她补充道：“由于首批几批货物刚刚抵达，炼油厂仍需要一些时间来试验和测试 TMX 原油。”

作者：Alex Kimani，Oilprice.com

主图（来源：路透社）

Oil Price

China, Japan and South Korea are set to receive cargoes of oil imports from Canada’s newly expanded Trans Mountain pipeline in September, becoming the first Asian countries to benefit from the facility since it became operational in May.

The expanded TMX pipeline will triple the flow of crude from landlocked Alberta to Canada’s Pacific coast to 890,000 barrels per day (bpd). TMX provides Asian refiners an opportunity to diversify their imports while also giving Canadian producers more access to U.S. West Coast and Asian markets.

South Korean refiner GS Caltex will split a 550,000-barrel Cold Lake crude cargo with Japan’s top refiner ENEOS, with GS Caltex taking 300,000 barrels while ENEOS will get 250,000 barrels. South Korea’s top refiner SK Energy, a unit of SK Innovation, bought a 550,00-barrel cargo from Unipec while Hengyi Petrochemical, a refinery operator in Brunei, also purchased a similar volume of crude from PetroChina Co (OTCPK:PCCYF). All the cargoes were sold at discounts of between $5 and $6 a barrel to ICE Brent.

Meanwhile, Chinese private refiner Rongsheng Petrochemical has purchased two Canadian Access Western Blend (AWB) crude cargoes from ConocoPhillips (NYSE:COP) and Vitol on top of another two AWB cargoes it bought via a tender. Cold Lake and AWB are heavy sour crude containing 3.5-4% sulfur and with API gravity of 21-22 degrees.

TMX crude exports are expected to clock in at ~350,000-400,000 bpd, and will compete with heavy grades from Latin America and the Middle East. According to Muyu Xu, a senior crude oil analyst at analytics firm Kpler, Cold Lake crude is about $10 per barrel cheaper than Iraq’s Basra Heavy for deliveries to China.

“Canada’s TMX crude attracts interest from Asian buyers who are keen to secure cheap supplies of heavy grades but do not have access to U.S.-sanctioned Venezuelan crude,” XU told Reuters. “It will still take some time for refiners to experiment with and test TMX crude as the first few cargoes have just arrived,” she added.

By Alex Kimani for Oilprice.com

Lead image (Credit: Reuters)