据道琼斯2月3日消息,JBC能源公司在一份报告中称,近几周来全球石脑油裂解利润正在快速复苏,欧洲和亚洲石脑油裂解利润已经创下过去八周来的新高,但是这种强劲的裂解利润状况不太可能维持较长时间。裂解利润强劲增长主要受益于因天气状况恶劣导致西方出口至亚洲的船货延期。同时,液化石油气价格因天气寒冷出现飙升,近来一些欧洲裂解装置的重启也帮助吸收了过剩的石脑油供应。然而JBC能源表示,先前延期的船货应该能在本月晚些时候抵达亚洲,而且随着冬季即将结束,液化石油气的价格应该在3月份也将开始回落。
庞晓华摘译自道琼斯
原文如下:
Naphtha Cracking Margins Recovery May Be Short-Lived
[Dow Jones] Global naphtha cracking margins have staged an impressive recovery in recent weeks, moving to eight-week highs in Europe and Asia, but the good cracking margins are unlikely to stay long, says JBC Energy in a note. The high cracking margins came thanks to delays to Asia-bound western cargoes due to bad weather. Meanwhile, liquefied petroleum gas prices are surging in a cold weather, while the recent restart of several European crackers has also helped to soak up excess naphtha supply. However, these previously delayed cargoes should start arriving in Asia later this month, and the typical post-winter decline in LPG prices should start in March, JBC Energy says.