據ICIS-MRC網站12月29日莫斯科報道,據路透社報道稱,亞洲航空燃油現金溢價上周五跌至三周多以來的最低水平,連續周下跌,由于奧密克戎導致的旅行限制下,航空公司的運力繼續疲軟。
上周五,航空燃油的現金溢價較新加坡報價降至28美分/桶,為11月29日以來的最低水平。本周,差價下降了近63%。
Vortexa亞洲首席分析師Serena Huang表示,今年的航空燃油需求在很大程度上受到了旅行限制的影響。盡管幾個亞洲國家最近幾個月重新開放了邊境,但國際航空旅行仍然有限,航空燃油需求復蘇相對疲弱。
到2021年底,亞洲航空燃料精煉利潤率有望比前一年翻番,但貿易商和分析師表示,航空需求可能要到本世紀20年代中期才能恢復到新冠疫情爆發前的水平。
就在疫苗接種和重新開放國界燃起了人們對航空旅行增加的希望之際,上個月出現了高傳染性的新冠病毒奧密克戎變種,促使各國政府再次實施封鎖和旅行限制。
在亞洲交易時段,航空燃油的煉油利潤,也被稱為價差,較迪拜原油下降到11.05美元/桶,比前一天下降了34美分。
郝芬 譯自 ICIS-MRC
原文如下:
Asia distillates-jet fuel cash premiums slip on Omicron-led travel restrictions
Asia's cash premiums for jet fuel slipped to their lowest in more than three weeks on Friday, posting a weekly drop, as airlines continue to struggle with weak capacity amid Omicron-led travel restrictions, reported Reuters.
Cash premiums for jet fuel dropped to 28 cents per bbl to Singapore quotes on Friday, the lowest since Nov. 29. The differentials have shed nearly 63% this week.
"Jet fuel demand this year has been largely undermined by travel restrictions. Even with the re-opening of borders across several Asian countries in recent months, international air travels are still limited, and jet fuel demand recovery has been relatively weak," said Serena Huang, Asia lead analyst at Vortexa.
Asia's jet fuel refining margins are on track to double by end-2021 from the previous year, but traders and analysts say it would likely take until the middle of this decade for aviation demand to return to pre-COVID levels.
Just as vaccinations and re-opening of national borders raised hopes for a pick-up in air travel, the highly contagious COVID-19 Omicron variant emerged last month, prompting governments to impose lockdowns and travel curbs again.
The refining margins, also known as cracks, for jet fuel dipped to USD11.05 per bbl over Dubai crude during Asian trading hours, 34 cents lower from a day earlier.
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