据道琼斯9月22日消息,伯恩斯坦研究公司表示,作为一种轻质石油,如果美国允许出口更多的凝析油,那么美国凝析油的价格或上涨约5美元/桶。当前在得克萨斯州南部交易的凝析油价格比基准的美国石油价格低约10美元/桶。伯恩斯坦公司表示,美国允许出口更多的凝析油对于包括康菲石油、戴文能源和必和必拓在内的大型凝析油生产商来说略有帮助,但是如果美国政府不允许出口更多的凝析油所导致的凝析油价格下跌风险则更大,将令凝析油价格比美国基准石油价格低20美元/桶,尤其将冲击DVN、Carrizo油气和Sanchez能源公司。
唐绍红摘译自道琼斯
原文如下:
Condensate Producers Vulnerable to US Policy
A type of light oil called condensate could rise by about $5/barrel if the US allows more condensate to be exported, says Bernstein Research. Condensate in south Texas now trades about $10/barrel less than benchmark US oil. That would marginally help large condensate producers, including ConocoPhillips (COP), Devon Energy (DVN) and BHP Billiton (BBL), says Bernstein. But the downside risk is even bigger, the firm says: US government inaction could push prices to $20 a barrel below US oil, especially hurting DVN, Carrizo Oil & Gas (CRZO) and Sanchez Energy (SN).