石油价格

 能源与清洁空气研究中心 (CREA)周二的最新分析显示，由于石油和天然气出口收入自 9 月以来一直在下降，俄罗斯 12 月化石燃料出口收入较 11 月继续下降 。

据 CREA 估计，上个月俄罗斯化石燃料收入较 11 月下降了 8%，每天减少 6300 万美元（5800 万欧元）。

 上个月，伊朗支持的胡塞武装在红海发动的袭击并未 阻碍俄罗斯油轮或贸易。根据 CREA 的分析，12 月份穿越苏伊士运河的俄罗斯油轮数量环比增长 3%。

上个月，64%的俄罗斯原油是由“阴影”油轮​​运输的，而实施价格上限政策的国家拥有或投保的油轮则在12月份运输了35%的俄罗斯原油。

日前，CREA在另一份 分析中表示 ，自2022年12月5日七国集团石油价格上限生效以来的12个月内，油轮运输了价值高达503亿美元（464亿欧元）的俄罗斯石油使用英国保赔 (P&I) 保险。

CREA 指出，自制裁实施至 2023 年 11 月初以来，按体积计算，俄罗斯石油总量的 33% 是通过在英国投保的油轮运输的。

 国际能源署(IEA)上周表示，尽管出口量有所增加，但俄罗斯等级的折扣扩大和国际基准价格下降，导致俄罗斯12月份石油出口收入降至 六个月低点。

IEA 在 1 月份 石油市场报告中表示，与 11 月份相比，2023 年最后一个月，包括原油和燃料在内的俄罗斯所有石油出口量增加了 50 万桶/日，达到 780 万桶 /日。

IEA表示，尽管出口量达到九个月以来的最高水平，但俄罗斯的预计出口收入却跌至六个月来的最低水平，至144亿美元。下降的原因是俄罗斯石油价格相对基准价格的折扣增加以及国际基准价格的整体下降。

作者：Oilprice.com 的 Tsvetana Paraskova

Oil Price

Russia’s fossil fuel export revenues continued to fall in December from November, as income from oil and gas exports has been dropping since September, a new analysis by the Centre for Research on Energy and Clean Air (CREA) showed on Tuesday.

Fossil fuel revenues for Russia dropped by 8% last month from November, for a decline of $63 million (58 million euros) per day, according to CREA’s estimates.

The attacks in the Red Sea by the Iran-backed Houthis did not impede Russian oil tankers or trade last month. In December, the number of Russian tankers crossing the Suez Canal rose by 3% month-on-month, per CREA’s analysis.

Last month, 64% of Russian crude oil was shipped by ‘shadow’ tankers, while tankers owned or insured in countries which implement the price cap policy transported 35% of Russia’s crude in December.

A few days ago, CREA said in a separate analysis that in the 12 months since the G7 oil price cap came into effect on December 5, 2022, as much as $50.3 billion (46.4 billion euros) worth of Russian oil has been transported on tankers using UK protection and indemnity (P&I) insurance.

33% of all Russian oil by volume was transported on tankers insured in the UK since the sanctions were implemented until early November 2023, CREA noted.

Widening discounts for Russian grades and lower international benchmark prices dragged Russia’s oil export revenues down to a six-month low in December, despite higher export volumes, the International Energy Agency (IEA) said last week.

All Russian oil exports, including crude and fuels, jumped by 500,000 barrels per day (bpd) to 7.8 million bpd in the last month of 2023, compared to November, the IEA said in its Oil Market Report for January.

Despite the highest export volumes in nine months, Russia’s estimated export revenues plunged to their lowest level in six months, to $14.4 billion, the IEA said. The decline was the result of increased discounts of Russian oil prices compared to benchmarks and the overall decline in international benchmark prices.

By Tsvetana Paraskova for Oilprice.com