石油价格

据路透社 估计和业内人士透露，由于莫斯科解除了汽油出口禁令且部分炼油厂恢复维护，俄罗斯 5 月份海运燃料出口量较 4 月份增长了 10.4%。 

上个月，俄罗斯向国际市场运送了 959.5 万吨石油产品，原因是俄罗斯当局 于 5 月 20 日解除了 对汽油出口的临时禁令，而且随着更多炼油厂在乌克兰无人机袭击后完成计划中的季节性维护或紧急维修。

据路透社的计算和业内人士的数据，5月份，通过黑海和亚速海港口的出口量比4月份增长了20.9%，从俄罗斯北极摩尔曼斯克和阿尔汉格尔斯克港口的石油出口量猛增了48.5%，从俄罗斯远东港口的出口量增长了22.4%。

据路透社根据业内数据估计，俄罗斯5月份停产的炼油产能较4月份下降了27.9%。

2月底，俄罗斯 宣布从2024年3月1日至2024年8月31日暂停汽油出口 ，以确保需求旺季国内市场供应，这是短短几个月内第二次实施此类出口禁令。

但今年五月，俄罗斯能源部表示将取消禁令。

俄罗斯能源部证实媒体报道，称“由于国内市场饱和以及炼油厂完成计划外维护，3月1日起实施的汽油出口临时禁令将暂停”。

4月份，俄罗斯燃料出货量 较3月份下降了14.6%  ，原因是炼油厂修复、季节性维护以及汽油出口禁令对莫斯科的石油产品出口造成压力。

乌克兰今年初加大了对俄罗斯炼油能力的无人机攻击力度，导致俄罗斯炼油厂近几个月的维护和维修工作量高于预期。除了为修复无人机造成的损害而进行的计划外维修外，一些炼油厂还进行了计划内维护，这也拖累了俄罗斯今年早些时候的燃料产量和出口。

作者：Tsvetana Paraskova，来自 Oilprice.com

主图（来源：路透社）

Oil Price

Russia’s fuel exports by sea increased by 10.4% in May compared to April as Moscow lifted a gasoline export ban and some refineries returned from maintenance, according to Reuters estimates and data from industry sources.

Last month, Russia shipped 9.595 million metric tons of oil products to international markets, as the authorities lifted on May 20 a temporary ban on gasoline exports and as more refineries completed planned seasonal maintenance or emergency repairs after Ukrainian drone hits.

Exports via the Black Sea and Azov Sea ports jumped by 20.9% in May versus April, petroleum shipments from Russia’s Arctic ports of Murmansk and Arkhangelsk soared by 48.5%, and exports from Russia’s Far East ports went up by 22.4%, according to the Reuters calculations and data from industry sources.

The refining oil capacity that was offline in Russia in May dropped by 27.9% compared to April, per Reuters estimates based on industry sources data.

At the end of February, Russia suspended gasoline exports from March 1 until August 31, 2024, to ensure supply for the domestic market in peak demand season, in a second such export ban in just a few months.

But in May, the Russian Energy Ministry said the ban would be lifted.

“The temporary ban on gasoline exports, which came into effect on March 1, will be suspended due to saturation of the domestic market and completion of unscheduled maintenance at refineries,” said the Energy Ministry, confirming media reports.

In April, Russia’s fuel shipments had dipped by 14.6% compared to March, as refinery repairs, seasonal maintenance, and the gasoline export ban weighed on Moscow’s petroleum product exports.

Russia has had higher-than-expected maintenance and repairs at its refiners in recent months after Ukraine stepped up early this year its drone attacks on the Russian refining capacity. In addition to unplanned repairs to fix damages from the drones, some refineries underwent planned maintenance, which also dragged down Russia’s fuel output and exports earlier this year.

By Tsvetana Paraskova for Oilprice.com

Lead image (Credit: Reuters)