<p>新加坡，1 月 21 日（路透社）- 尽管一些 2 月份的炼油厂销售仍在进行，但亚洲的柴油市场在交易窗口仍然缺乏流动性，而重新评估价差在周三首次转为折扣，这是自 11 月中旬以来的首次。</p>
<p>柴油前月东 - 西价格差从上一个交易日扩大至近每公吨 40 美元的折扣，因 ICE 柴油期货走强。</p>
<p>截至 1 月，预计印度来源的柴油出口到欧洲将达到约 35 万吨，来自船舶经纪来源和 LSEG 船舶追踪的数据表明。</p>
<p>在东北亚地区，至少还有两家炼油厂在市场上提供现货 10ppm 硫柴油货物。</p>
<p>炼油利润（GO10SGCKMc1）连续第三个交易日上涨，达到每桶约 20.9 美元。</p>
<p>10ppm 硫柴油现金差价（GO10-SIN-DIF）在持续稀薄的窗口交易中变化不大，维持在每桶 16 美分。</p>
<p>对于航空燃料，亚洲与美国西海岸的价格差在纸面上略微收窄，随着亚洲供应在短期内保持充足，市场情绪略显谨慎。</p>
<p>重新评估（JETREG10SGMc1）在市场收盘时首次转为折扣，接近每桶负 10 美分，因柴油掉期市场表现走强。</p>
<h3>新加坡现金交易（O/AS）</h3>
<ul>
<li>没有柴油或航空燃料的交易</li>
</ul>
<h3>库存</h3>
<ul>
<li>据初步路透社调查显示，上周美国原油和汽油库存预计有所上升，而馏分油库存可能下降。（EIA/S）</li>
</ul>
<ul>
<li>根据行业信息服务 S&amp;P Global Commodity Insights 的数据，截至 1 月 19 日，富查伊拉石油工业区的中馏分油库存上升至 354 万桶，为去年 10 月以来的最高水平。（FUJAIRAH/)</li>
</ul>
<h3>新闻</h3>
<ul>
<li>据三位行业消息人士告诉路透社，哈萨克斯坦的广阔腾吉斯油田的石油生产在周日停产后可能再停产 7-10 天，导致通过里海管道联盟的原油出口减少。</li>
</ul>
<ul>
<li>委内瑞拉临时总统德尔西·罗德里格斯周二表示，该国已从石油销售中获得 3 亿美元，这是美国总统唐纳德·特朗普宣布的与加拉加斯的 5000 万桶石油供应协议的首笔收益，此前本月早些时候捕获了总统尼古拉斯·马杜罗。</li>
</ul>
<ul>
<li>两位炼油和贸易消息人士周三表示，印度炼油厂正在从现货市场购买中东石油，以部分替代俄罗斯石油，这是帮助新德里与华盛顿谈判贸易协议的一部分。</li>
</ul>
<ul>
<li>无人机碎片在俄罗斯克拉斯诺达尔地区的阿菲普斯基炼油厂引发火灾，但没有造成任何伤亡或损害，当地应急中心周三早些时候表示。</li>
</ul>
<ul>
<li>国际能源署在其最新的月度石油市场报告中上调了 2026 年全球石油需求增长预测，暗示今年市场的盈余略微收窄。</li>
</ul>
<ul>
<li>里海管道联盟的俄罗斯黑海终端单点系泊-3 的维护工作已进入最后阶段，CPC 周三表示，并准备拆除另一处被乌克兰海军无人机损坏的 SPM。</li>
</ul>
<h3>价格</h3>
<h3>中馏分油</h3>
<p>现金（$/桶）亚洲 变动 前一 RIC</p>
<p>收盘 收盘</p>
<p>现货柴油 0.25% 83.74 1.39 82.35 (GO25-SIN)</p>
<p>GO 0.25 差 -0.08 0.01 -0.09 (GO25-SIN-DIF)</p>
<p>现货柴油 0.05% 83.64 1.39 82.25 (GO005-SIN)</p>
<p>GO 0.05 差 -0.18 0.01 -0.19 (GO005-SIN-DIF)</p>
<p>现货柴油 0.001% 83.98 1.39 82.59 (GO10-SIN)</p>
<p>GO 0.001 差 0.16 0.01 0.15 (GO10-SIN-DIF)</p>
<p>现货航空燃料/煤油 84.68 1.05 83.63 (JET-SIN)</p>
<p>航空燃料/煤油差 0.93 -0.06 0.99 (JET-SIN-DIF)</p>
<p>有关衍生品价格的列表，包括利润，请双击</p>
<p>下面的 RIC。</p>
<p>布伦特 M1 (BRENTSGMc1)</p>
<p>柴油 M1 (GOSGSWMc1)</p>
<p>柴油 M1/M2 (GOSGSPDMc1)</p>
<p>柴油 M2 (GOSGSWMc2)</p>
<p>重新评估 M1 (JETREGSGMc1)</p>
<p>重新评估 M2 (JETREGSGMc2)</p>
<p>航空燃料 M1 (JETSGSWMc1)</p>
<p>航空燃料 M1/M2 (JETSGSPDMc1)</p>
<p>航空燃料 M2 (JETSGSWMc2)</p>
<p>柴油 500ppm-迪拜裂解 M1 (GOSGCKMc1)</p>
<p>柴油 500ppm-迪拜裂解 M2 (GOSGCKMc2)</p>
<p>航空燃料裂解 M1 (JETSGCKMc1)</p>
<p>航空燃料裂解 M2 (JETSGCKMc2)</p>
<p>东 - 西 M1 (LGOAEFSMc1)</p>
<p>东 - 西 M2 (LGOAEFSMc2)</p>
<p>LGO M1 (LGOAMc1)</p>
<p>LGO M1/M2 (LGOASPDMc1)</p>
<p>LGO M2 (LGOAMc2)</p>
<p>裂解 LGO-布伦特 M1 (LGOACKMc1)</p>
<p>裂解 LGO-布伦特 M2 (LGOACKMc2)</p>

<p>亚洲的柴油市场仍然流动性不足，自 11 月中旬以来，重新定价差价首次转为折扣。柴油前一个月的东西方价格差扩大至接近每公吨 40 美元的折扣。预计 1 月份印度对欧洲的柴油出口将达到约 35 万吨。炼油利润已扩大至每桶约 20.9 美元。与此同时，美国原油和汽油库存预计将上升，而馏分油库存可能下降。国际能源署已上调其 2026 年全球石油需求增长预测</p>

<p>SINGAPORE, Jan 21 (Reuters) - Asia’s diesel markets remained illiquid on the trading window despite some February refiner sales still underway, while the regrade spreads flipped into discount for the first time since mid-November on Wednesday.</p>
<div class="lb-trans"><p>新加坡，1 月 21 日（路透社）- 尽管一些 2 月份的炼油厂销售仍在进行，但亚洲的柴油市场在交易窗口仍然缺乏流动性，而重新评估价差在周三首次转为折扣，这是自 11 月中旬以来的首次。</p>
</div><p>The diesel front-month east-west price spread widened from the previous trading session to a nearly $40 per metric ton discount amid firmer ICE gasoil futures.</p>
<div class="lb-trans"><p>柴油前月东 - 西价格差从上一个交易日扩大至近每公吨 40 美元的折扣，因 ICE 柴油期货走强。</p>
</div><p>So far for January, India-origin diesel exports to Europe were expected to hit around 350,000 metric tons, data from shipbroking sources and LSEG ship-tracking showed.</p>
<div class="lb-trans"><p>截至 1 月，预计印度来源的柴油出口到欧洲将达到约 35 万吨，来自船舶经纪来源和 LSEG 船舶追踪的数据表明。</p>
</div><p>In the northeast Asia region, at least two more refiners were offering spot 10ppm sulphur gasoil cargoes in the market.</p>
<div class="lb-trans"><p>在东北亚地区，至少还有两家炼油厂在市场上提供现货 10ppm 硫柴油货物。</p>
</div><p>Refining margins (GO10SGCKMc1) extended gains for a third straight session to around $20.9 a barrel.</p>
<div class="lb-trans"><p>炼油利润（GO10SGCKMc1）连续第三个交易日上涨，达到每桶约 20.9 美元。</p>
</div><p>The 10ppm sulphur gasoil cash differentials (GO10-SIN-DIF) were little changed at 16 cents per barrel amid persistently thin window trades.</p>
<div class="lb-trans"><p>10ppm 硫柴油现金差价（GO10-SIN-DIF）在持续稀薄的窗口交易中变化不大，维持在每桶 16 美分。</p>
</div><p>For jet fuel, the Asia-U.S. west coast price spreads on paper narrowed slightly, with sentiment turning slightly cautious as Asian supplies remain ample in the near term.</p>
<div class="lb-trans"><p>对于航空燃料，亚洲与美国西海岸的价格差在纸面上略微收窄，随着亚洲供应在短期内保持充足，市场情绪略显谨慎。</p>
</div><p>Regrade (JETREG10SGMc1) slipped into a discount for the first time in around two month to nearly minus 10 cents a barrel at the market’s close, amid a firmer market performance on gasoil swaps.</p>
<div class="lb-trans"><p>重新评估（JETREG10SGMc1）在市场收盘时首次转为折扣，接近每桶负 10 美分，因柴油掉期市场表现走强。</p>
</div><h3>SINGAPORE CASH DEALS (O/AS)</h3>
<div class="lb-trans"><h3>新加坡现金交易（O/AS）</h3>
</div><ul>
<li>No deal for gasoil or jet fuel</li>
</ul>
<div class="lb-trans"><ul>
<li>没有柴油或航空燃料的交易</li>
</ul>
</div><h3>INVENTORIES</h3>
<div class="lb-trans"><h3>库存</h3>
</div><ul>
<li>U.S. crude oil and gasoline stockpiles were expected to have risen last week, while distillate inventories likely fell, a preliminary Reuters poll showed on Tuesday. (EIA/S)</li>
</ul>
<div class="lb-trans"><ul>
<li>据初步路透社调查显示，上周美国原油和汽油库存预计有所上升，而馏分油库存可能下降。（EIA/S）</li>
</ul>
</div><ul>
<li>Middle distillate stocks held at the Fujairah Oil Industry Zone for the week ended January 19 rose to the highest of 3.54 million barrels since October last year, according to industry information service S&amp;P Global Commodity Insights. (FUJAIRAH/)</li>
</ul>
<div class="lb-trans"><ul>
<li>根据行业信息服务 S&amp;P Global Commodity Insights 的数据，截至 1 月 19 日，富查伊拉石油工业区的中馏分油库存上升至 354 万桶，为去年 10 月以来的最高水平。（FUJAIRAH/)</li>
</ul>
</div><h3>NEWS</h3>
<div class="lb-trans"><h3>新闻</h3>
</div><ul>
<li>Oil production at Kazakhstan’s vast Tengiz oilfield, one of the world’s largest, could be halted for another 7-10 days after shutting down on Sunday, cutting crude exports via the Caspian Pipeline Consortium, three industry sources told Reuters.</li>
</ul>
<div class="lb-trans"><ul>
<li>据三位行业消息人士告诉路透社，哈萨克斯坦的广阔腾吉斯油田的石油生产在周日停产后可能再停产 7-10 天，导致通过里海管道联盟的原油出口减少。</li>
</ul>
</div><ul>
<li>Venezuela’s interim president Delcy Rodriguez said on Tuesday that the country has received $300 million from oil sales, the first proceeds from U.S. President Donald Trump’s announced 50-million-barrel oil supply deal with Caracas, following the capture of President Nicolas Maduro earlier this month.</li>
</ul>
<div class="lb-trans"><ul>
<li>委内瑞拉临时总统德尔西·罗德里格斯周二表示，该国已从石油销售中获得 3 亿美元，这是美国总统唐纳德·特朗普宣布的与加拉加斯的 5000 万桶石油供应协议的首笔收益，此前本月早些时候捕获了总统尼古拉斯·马杜罗。</li>
</ul>
</div><ul>
<li>Indian refiners are buying Middle Eastern oil from the spot markets to partly replace Russian oil, two refining and trade sources said on Wednesday, part of an effort to help New Delhi negotiate a trade deal with Washington.</li>
</ul>
<div class="lb-trans"><ul>
<li>两位炼油和贸易消息人士周三表示，印度炼油厂正在从现货市场购买中东石油，以部分替代俄罗斯石油，这是帮助新德里与华盛顿谈判贸易协议的一部分。</li>
</ul>
</div><ul>
<li>Drone fragments caused a fire at the Afipsky oil refinery in Russia’s Krasnodar region without inflicting any injuries or damage, a local emergencies centre said early on Wednesday.</li>
</ul>
<div class="lb-trans"><ul>
<li>无人机碎片在俄罗斯克拉斯诺达尔地区的阿菲普斯基炼油厂引发火灾，但没有造成任何伤亡或损害，当地应急中心周三早些时候表示。</li>
</ul>
</div><ul>
<li>The International Energy Agency revised its 2026 global oil demand growth forecasts higher in its latest monthly oil market report on Wednesday, suggesting a slightly narrower surplus for the market this year.</li>
</ul>
<div class="lb-trans"><ul>
<li>国际能源署在其最新的月度石油市场报告中上调了 2026 年全球石油需求增长预测，暗示今年市场的盈余略微收窄。</li>
</ul>
</div><ul>
<li>Maintenance work on single point mooring-3 at the Caspian Pipeline Consortium’s Russian Black Sea terminal is in its final stages, the CPC said on Wednesday, and it is preparing to dismantle another SPM damaged by a Ukrainian naval drone.</li>
</ul>
<div class="lb-trans"><ul>
<li>里海管道联盟的俄罗斯黑海终端单点系泊-3 的维护工作已进入最后阶段，CPC 周三表示，并准备拆除另一处被乌克兰海军无人机损坏的 SPM。</li>
</ul>
</div><h3>PRICES</h3>
<div class="lb-trans"><h3>价格</h3>
</div><h3>MIDDLE DISTILLATES</h3>
<div class="lb-trans"><h3>中馏分油</h3>
</div><p>CASH ($/BBL) ASIA Change Prev RIC</p>
<div class="lb-trans"><p>现金（$/桶）亚洲 变动 前一 RIC</p>
</div><p>CLOSE Close</p>
<div class="lb-trans"><p>收盘 收盘</p>
</div><p>Spot Gas Oil 0.25% 83.74 1.39 82.35 (GO25-SIN)</p>
<div class="lb-trans"><p>现货柴油 0.25% 83.74 1.39 82.35 (GO25-SIN)</p>
</div><p>GO 0.25 Diff -0.08 0.01 -0.09 (GO25-SIN-DIF)</p>
<div class="lb-trans"><p>GO 0.25 差 -0.08 0.01 -0.09 (GO25-SIN-DIF)</p>
</div><p>Spot Gas Oil 0.05% 83.64 1.39 82.25 (GO005-SIN)</p>
<div class="lb-trans"><p>现货柴油 0.05% 83.64 1.39 82.25 (GO005-SIN)</p>
</div><p>GO 0.05 Diff -0.18 0.01 -0.19 (GO005-SIN-DIF)</p>
<div class="lb-trans"><p>GO 0.05 差 -0.18 0.01 -0.19 (GO005-SIN-DIF)</p>
</div><p>Spot Gas Oil 0.001% 83.98 1.39 82.59 (GO10-SIN)</p>
<div class="lb-trans"><p>现货柴油 0.001% 83.98 1.39 82.59 (GO10-SIN)</p>
</div><p>GO 0.001 Diff 0.16 0.01 0.15 (GO10-SIN-DIF)</p>
<div class="lb-trans"><p>GO 0.001 差 0.16 0.01 0.15 (GO10-SIN-DIF)</p>
</div><p>Spot Jet/Kero 84.68 1.05 83.63 (JET-SIN)</p>
<div class="lb-trans"><p>现货航空燃料/煤油 84.68 1.05 83.63 (JET-SIN)</p>
</div><p>Jet/Kero Diff 0.93 -0.06 0.99 (JET-SIN-DIF)</p>
<div class="lb-trans"><p>航空燃料/煤油差 0.93 -0.06 0.99 (JET-SIN-DIF)</p>
</div><p>For a list of derivatives prices, including margins, please double click</p>
<div class="lb-trans"><p>有关衍生品价格的列表，包括利润，请双击</p>
</div><p>the RICs below.</p>
<div class="lb-trans"><p>下面的 RIC。</p>
</div><p>Brent M1 (BRENTSGMc1)</p>
<div class="lb-trans"><p>布伦特 M1 (BRENTSGMc1)</p>
</div><p>Gasoil M1 (GOSGSWMc1)</p>
<div class="lb-trans"><p>柴油 M1 (GOSGSWMc1)</p>
</div><p>Gasoil M1/M2 (GOSGSPDMc1)</p>
<div class="lb-trans"><p>柴油 M1/M2 (GOSGSPDMc1)</p>
</div><p>Gasoil M2 (GOSGSWMc2)</p>
<div class="lb-trans"><p>柴油 M2 (GOSGSWMc2)</p>
</div><p>Regrade M1 (JETREGSGMc1)</p>
<div class="lb-trans"><p>重新评估 M1 (JETREGSGMc1)</p>
</div><p>Regrade M2 (JETREGSGMc2)</p>
<div class="lb-trans"><p>重新评估 M2 (JETREGSGMc2)</p>
</div><p>Jet M1 (JETSGSWMc1)</p>
<div class="lb-trans"><p>航空燃料 M1 (JETSGSWMc1)</p>
</div><p>Jet M1/M2 (JETSGSPDMc1)</p>
<div class="lb-trans"><p>航空燃料 M1/M2 (JETSGSPDMc1)</p>
</div><p>Jet M2 (JETSGSWMc2)</p>
<div class="lb-trans"><p>航空燃料 M2 (JETSGSWMc2)</p>
</div><p>Gasoil 500ppm-Dubai Cracks M1 (GOSGCKMc1)</p>
<div class="lb-trans"><p>柴油 500ppm-迪拜裂解 M1 (GOSGCKMc1)</p>
</div><p>Gasoil 500ppm-Dubai Cracks M2 (GOSGCKMc2)</p>
<div class="lb-trans"><p>柴油 500ppm-迪拜裂解 M2 (GOSGCKMc2)</p>
</div><p>Jet Cracks M1 (JETSGCKMc1)</p>
<div class="lb-trans"><p>航空燃料裂解 M1 (JETSGCKMc1)</p>
</div><p>Jet Cracks M2 (JETSGCKMc2)</p>
<div class="lb-trans"><p>航空燃料裂解 M2 (JETSGCKMc2)</p>
</div><p>East-West M1 (LGOAEFSMc1)</p>
<div class="lb-trans"><p>东 - 西 M1 (LGOAEFSMc1)</p>
</div><p>East-West M2 (LGOAEFSMc2)</p>
<div class="lb-trans"><p>东 - 西 M2 (LGOAEFSMc2)</p>
</div><p>LGO M1 (LGOAMc1)</p>
<div class="lb-trans"><p>LGO M1 (LGOAMc1)</p>
</div><p>LGO M1/M2 (LGOASPDMc1)</p>
<div class="lb-trans"><p>LGO M1/M2 (LGOASPDMc1)</p>
</div><p>LGO M2 (LGOAMc2)</p>
<div class="lb-trans"><p>LGO M2 (LGOAMc2)</p>
</div><p>Crack LGO-Brent M1 (LGOACKMc1)</p>
<div class="lb-trans"><p>裂解 LGO-布伦特 M1 (LGOACKMc1)</p>
</div><p>Crack LGO-Brent M2 (LGOACKMc2)</p>
<div class="lb-trans"><p>裂解 LGO-布伦特 M2 (LGOACKMc2)</p>
</div>

亚洲馏分油市场中，柴油交易窗口活动依然不活跃；再分级价差转为折扣