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多家美国油企渐次重启灾区炼油厂

2017-09-05 07:46:50   中国经济网

因热带风暴“哈维”侵袭导致关闭的美国主要炼油厂正逐步重新开启,分析人士称,由于重新开厂的数量、周期难料,石油需求近期仍难以有效回升。

埃克森美孚公司上周末称正在努力重启休斯敦地区Baytown炼油厂,但表示旗下得克萨斯州另一家沿海炼油厂继续关闭。Baytown炼油厂是美国第二大炼油厂。

埃克森美孚公告称,对Baytown设施的初步评估显示仅需要进行小幅修复,在推动业务活动重启方面正取得良好进展。该公司称,日生产能力56万桶的Baytown工厂恢复正常运营的具体时间,将主要取决于交通基础设施的可用性及状况。

包括埃克森美孚的两家加工厂在内,有近12家炼油厂因“哈维”被迫中断业务。“哈维”对在得克萨斯州沿海的美国三个主要炼油中心(分别位于科珀斯克里斯蒂、休斯敦和阿瑟港/博蒙特地区)造成了严重破坏。这些炼油厂关闭导致美国约20%的炼油产能下线,同时由于市场担心很多炼油厂受损且需关闭数周,汽油批发和零售价格飙升。

除了埃克森美孚,路透社援引消息人士表态称,马拉松石油公司在得克萨斯州的Galveston Bay炼油厂,已经将产量提高至日产能45.9万桶的45%。Citgo Petroleum公司称,将重开日产能15.7万桶的得州Corpus Christi炼油厂。

美国最大炼油厂、沙特阿拉伯国家石油公司旗下日产能60.3万桶的Motiva阿瑟港设施依然关闭。该公司上周发表声明称,没有重启时间表。但该公司指出,炼油厂所在的阿瑟港遭遇前所未有的洪水。阿瑟港位于休斯敦以东90英里。

分析师称,直到炼油行业前景明朗前,油价都会有剧烈震荡的风险。

“我们将继续评估炼油行业在‘哈维’飓风后恢复的能力。”能源对冲基金Again Capital合伙人吉尔杜夫称,“对消费者来说,好消息是一些工厂正在恢复运营的过程中。”

日前,美国政府五年来首次动用了战略原油储备,上周授权额外释放350万桶原油,此前已经释放了100万桶原油,提供给路易斯安那州的一个炼油厂。

石油储备是在20世纪70年代阿拉伯石油禁运之后产生的,储备油在得克萨斯州和路易斯安那州的四个地下矿区储存。

东海岸市场消息人士表示,此次飓风灾情对油气市场冲击过于严重,从国外进口无法弥补当前需求缺口,短期甚至有能源危机的隐患。目前,美国东部至少有两家炼油厂用光了所有的汽油储备。其他的厂家也面临供应短缺问题。

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