据能源世界网5月20日新加坡报道,在各国政府放松国内旅行限制后,由于供应大幅减少以及越南等区域市场国内航班的增加,亚洲航空燃料的炼油利润率一个月来首次出现正增长。
新加坡航空燃油精炼利润周二升至每桶1.83美元,高于迪拜原油,这是自4月20日以来的首次上升。
自2月份以来,为遏制新冠肺炎蔓延而采取的措施已致航空燃油需求大幅下降,导致5月5日炼油业务每桶亏损高达7.23美元。
一位驻新加坡的贸易员表示,亚洲航空燃油市场已经触底,一些航空公司甚至申请破产……我认为各国放松或解除封锁肯定会对市场有所帮助。“但是我并不认为其可以扭转市场或使其达到流行病前的水平。
据行业消息人士称,计划中的炼油厂扭亏和地区炼油厂减产帮助抑制了市场供应过剩,而中国国内需求则点燃了逐步复苏的希望。
Cirium表示,越南航空上周运营的定期航班服务超过1,150个,排名第21位,因该国试图促进国内旅游业的发展。
尽管如此,航空市场预计需要数年时间才能恢复到危机前的水平,因为即使在各国重新开放边境之后,乘客仍不愿出行以避免隔离。
郝芬 译自 能源世界网
原文如下:
Asian jet fuel refining margins turn positive first time in a month
Asian refining margins for jet fuel turned positive for the first time in a month, bolstered by deep supply cuts and an uptick in domestic flights in regional markets such as Vietnam after governments eased in-country travel restrictions.
The jet fuel refining margin in Singapore flipped to $1.83 per barrel above Dubai crude on Tuesday, in the positive territory for the first time since April 20.
Measures imposed to curb the spread of the coronavirus have caused jet fuel demand to plunge since February, leading to refining losses of as much as $7.23 a barrel on May 5.
"The jet fuel market in Asia has already hit a bottom, with some airlines even filing for bankruptcies... I think the countries easing or removing their lockdowns would definitely help the market a bit," a Singapore-based trader said.
"But I'm not so optimistic that it can turn the market around or bring it to pre-pandemic level."
Planned refinery turnarounds and run cuts at regional refineries have helped curb excess supplies from the market, while domestic demand in China kindled hopes for a gradual recovery, trade sources said.
Vietnam Airlines with a little over 1,150 scheduled services operated last week ranked 21st, Cirium said, as the country tries to boost domestic tourism.
Still, the aviation market is expected to take years to recover to pre-crisis levels as passengers continue to shy away from travelling to avoid quarantine even after countries have reopened their borders.