據油價網2月1日消息稱,美國最大的煉油商高管本周在財報電話會議上表示,由于歐盟禁運,以及亞洲大國需求反彈,預計今年到2024年煉油利潤率將保持強勁。
“圍繞亞洲大國復蘇的速度和影響、美國或全球潛在衰退的程度,以及原油產品制裁的影響,仍存在不確定性。盡管存在這些未知因素,但我們相信,目前的供應限制和不斷增長的需求將在2023年支撐強勁的煉油利潤率。”馬拉松石油公司首席執行官Mike Hennigan周二表示。
全球清潔產品價值鏈高級副總裁Brian Partee表示:“考慮到地緣政治局勢的動態性質,供應保證的因素確實是一個很大的未知數,但考慮到我們在大西洋盆地的位置,我們感覺很好,能夠充分利用這一點。”
埃克森美孚首席執行官Darren Woods表示:“如果需求回升,經濟繼續增長,我們將看到煉油利潤率持續高企,這將意味著今年的利潤率相當高,可能一直持續到2024年。”
曹海斌 摘譯自 油價網
原文如下:
U.S. Refiners Expect High Margins In 2023
The biggest U.S. refiners expect refining margins to remain strong this year and into 2024, on the back of the EU ban on seaborne imports of fuel and a rebound in the biggest country in Asia demand, executives said on the earnings calls this week.
“Uncertainties remain around the pace and impact of Asian recovery, the magnitude of a potential US or global recession, and the impact of product sanctions. But despite these unknowns, we believe that the current supply constraints and growing demand will support strong refining margins in '23,” Marathon Petroleum’s CEO Mike Hennigan said on Tuesday.
“Given the dynamic nature of the situation , that supply assurance component is really a big unknown, but we feel well -- very well positioned to take advantage of that, given our position in the Atlantic basin,” said Brian Partee, Senior Vice President, Global Clean Products Value Chain.
ExxonMobil’s CEO Darren Woods said that “If demand picks up, economies continue to grow, we're going to see that tightness manifest itself in continued high refining margins, which I think will mean fairly high margins this year and potentially going into 2024 as well.”
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