美国原油出口 4 月预计创历史新高,亚洲空载油轮数量激增至 68 艘

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Gate News 消息,4 月 9 日,受伊朗战争导致中东石油供应中断影响,亚洲客户争相寻找替代供应,美国原油出口量预计将在 4 月创下历史新高。石油研究机构 Kpler 估计,美国本月出口量将从 3 月的每日 390 万桶跃升近三分之一,达到每日 520 万桶。来自亚洲客户的需求将增长 82%,达到每日 250 万桶。数据显示,目前有 68 艘空载油轮正在驶往美国,而 2 月 28 日战争爆发前一周这一数字为 24 艘,去年的平均水平为 27 艘。出口激增凸显了美国作为全球「摇摆供应者」(即在市场供需失衡时快速调节供应的角色)的重要性日益上升,但来自亚洲的竞争也可能推高美国国内油价,加深对伊朗战争引发新一轮通胀的担忧。特朗普政府目前不打算禁止石油出口,因为分析师认为禁止出口将导致美国原油滞销、炼油厂减产。但有观点警告,若战争造成的中东混乱在 11 月中期选举临近时继续推高燃料成本,白宫可能会改变立场。

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