<p>新加坡，1 月 26 日（路透社）- 亚洲柴油市场结构在周一有所坚挺，受到期货市场和西方的支持，同时再度折价差进一步扩大。</p>
<p>ICE 柴油在亚洲晚盘交易中上涨了 1.7%，东西方价格差扩大至每公吨超过 45 美元的折扣。</p>
<p>一些对寒冷天气需求的预期在短期内支撑市场基本面，加上对中东局势的担忧，几位地区贸易来源表示。</p>
<p>延续涨势，炼油利润（GO10SGCKMc1）在交易时段结束时收于每桶约 21.7 美元。</p>
<p>现金差价（GO10-SIN-DIF）上涨至每桶近 30 美分的溢价，尽管交易窗口的现货活动仍然受到限制。</p>
<p>更多的 2 月份航煤货物正在谈判中，一家东北亚炼油厂通过今天截止的销售招标出售货物。</p>
<p>再度折价（JETREG10SGMc1）进一步扩大至每桶近 70 美分的折扣。</p>
<h3>新加坡现金交易（O/AS）</h3>
<ul>
<li>没有柴油交易，一笔航煤交易</li>
</ul>
<h3>炼油厂新闻（REF/OUT）</h3>
<ul>
<li>埃克森美孚公司（XOM.N）周六表示，由于预计未来三天将出现严寒天气，其位于德克萨斯州贝城的原油炼油和石化综合体将停工。</li>
</ul>
<ul>
<li>Vitol 计划从 3 月初开始对其在意大利的 30 万桶/日 Saras 炼油厂进行为期约两个月的部分停产，路透社看到的行业监测机构 IIR 的警报显示。</li>
</ul>
<h3>新闻</h3>
<ul>
<li>周日，几家炼油厂报告了在美国墨 Gulf Coast 地区严寒天气降临的第一天出现的问题，该地区约占美国原油炼油能力的一半。</li>
</ul>
<ul>
<li>韩国 S-Oil 周一表示，其第四季度营业利润激增 91%，预计第一季度炼油利润将因稳定需求、供应中断和美国炼油厂计划关闭而保持强劲。</li>
</ul>
<ul>
<li>Tengizchevroil 表示，运营哈萨克斯坦巨型 Tengiz 油田的公司已开始逐步恢复生产，之前经历了较长时间的停产。</li>
</ul>
<ul>
<li>周一，油价小幅上涨，此前在前一交易日上涨超过 2%，由于美国主要原油生产地区的产量中断以及美国与伊朗之间的紧张关系推动了价格上涨。（O/R）</li>
</ul>
<h3>价格</h3>
<h3>中间馏分</h3>
<p>现金（$/桶）亚洲 变动 前值 RIC</p>
<p>收盘 收盘</p>
<p>现货柴油 0.25% 85.55 1.61 83.94 (GO25-SIN)</p>
<p>GO 0.25 差价 0.03 0.08 -0.05 (GO25-SIN-DIF)</p>
<p>现货柴油 0.05% 85.59 1.61 83.98 (GO005-SIN)</p>
<p>GO 0.05 差价 0.07 0.08 -0.01 (GO005-SIN-DIF)</p>
<p>现货柴油 0.001% 85.81 1.61 84.20 (GO10-SIN)</p>
<p>GO 0.001 差价 0.29 0.08 0.21 (GO10-SIN-DIF)</p>
<p>现货航煤/煤油 85.58 0.99 84.59 (JET-SIN)</p>
<p>航煤/煤油差价 0.73 -0.17 0.90 (JET-SIN-DIF)</p>
<p>有关衍生品价格（包括利润）的列表，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>再度折价 M1 (JETREGSGMc1)</p>
<p>再度折价 M2 (JETREGSGMc2)</p>
<p>航煤 M1 (JETSGSWMc1)</p>
<p>航煤 M1/M2 (JETSGSPDMc1)</p>
<p>航煤 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>航煤裂解 M1 (JETSGCKMc1)</p>
<p>航煤裂解 M2 (JETSGCKMc2)</p>
<p>东西方 M1 (LGOAEFSMc1)</p>
<p>东西方 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>亚洲的柴油市场在 1 月 26 日有所增强，受到期货和西方市场趋势的支持，尽管再加工折扣扩大。ICE 柴油上涨了 1.7%，东西方价格差超过每公吨 45 美元。寒冷天气的需求和中东紧张局势有助于市场稳定。炼油利润率收于每桶 21.7 美元，而现金差价接近每桶 30 美分。由于寒冷天气，埃克森美孚在德克萨斯州停产了一些装置，维托尔计划在意大利进行为期两个月的停产。S-Oil 报告第四季度营业利润增长 91%，预计未来利润将保持强劲</p>

<p>SINGAPORE, Jan 26 (Reuters) - Asia’s diesel market structures firmed on Monday, with support coming from the futures market and the West, while regrade spreads weakening to further discounts.</p>
<div class="lb-trans"><p>新加坡，1 月 26 日（路透社）- 亚洲柴油市场结构在周一有所坚挺，受到期货市场和西方的支持，同时再度折价差进一步扩大。</p>
</div><p>ICE gasoil jumped 1.7% in late Asian trade, with east-west price spreads widening to more than discounts of $45 per metric ton.</p>
<div class="lb-trans"><p>ICE 柴油在亚洲晚盘交易中上涨了 1.7%，东西方价格差扩大至每公吨超过 45 美元的折扣。</p>
</div><p>Some expectations of cold weather demand propping up market fundamentals in the near-term remained supportive, in addition to worries on the Middle East situation, several regional trade sources said.</p>
<div class="lb-trans"><p>一些对寒冷天气需求的预期在短期内支撑市场基本面，加上对中东局势的担忧，几位地区贸易来源表示。</p>
</div><p>Extending gains, refining margins (GO10SGCKMc1) closed the trading session at around $21.7 a barrel.</p>
<div class="lb-trans"><p>延续涨势，炼油利润（GO10SGCKMc1）在交易时段结束时收于每桶约 21.7 美元。</p>
</div><p>Cash differentials (GO10-SIN-DIF) rose to nearly premiums of 30 cents per barrel, though spot activity stayed curtailed on the trading window.</p>
<div class="lb-trans"><p>现金差价（GO10-SIN-DIF）上涨至每桶近 30 美分的溢价，尽管交易窗口的现货活动仍然受到限制。</p>
</div><p>More jet fuel February cargoes were under negotiations, with one northeast Asian refiner selling cargoes via a sales tender that closes today.</p>
<div class="lb-trans"><p>更多的 2 月份航煤货物正在谈判中，一家东北亚炼油厂通过今天截止的销售招标出售货物。</p>
</div><p>Regrade (JETREG10SGMc1) discounts widened further to minus nearly 70 cents per barrel.</p>
<div class="lb-trans"><p>再度折价（JETREG10SGMc1）进一步扩大至每桶近 70 美分的折扣。</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 gasoil deal, one jet fuel deal</li>
</ul>
<div class="lb-trans"><ul>
<li>没有柴油交易，一笔航煤交易</li>
</ul>
</div><h3>REFINERY NEWS (REF/OUT)</h3>
<div class="lb-trans"><h3>炼油厂新闻（REF/OUT）</h3>
</div><ul>
<li>Exxon Mobil Corp (XOM.N) said on Saturday it was idling units at its Baytown, Texas crude oil refining and petrochemical complex due to freezing weather expected over the next three days, according to a community warning notice posted online.</li>
</ul>
<div class="lb-trans"><ul>
<li>埃克森美孚公司（XOM.N）周六表示，由于预计未来三天将出现严寒天气，其位于德克萨斯州贝城的原油炼油和石化综合体将停工。</li>
</ul>
</div><ul>
<li>Vitol plans to partially shut down its 300,000 barrel-per-day Saras oil refinery in Italy for about two months from early March, according to an alert from industry monitor IIR seen by Reuters.</li>
</ul>
<div class="lb-trans"><ul>
<li>Vitol 计划从 3 月初开始对其在意大利的 30 万桶/日 Saras 炼油厂进行为期约两个月的部分停产，路透社看到的行业监测机构 IIR 的警报显示。</li>
</ul>
</div><h3>NEWS</h3>
<div class="lb-trans"><h3>新闻</h3>
</div><ul>
<li>Few refineries on Sunday reported problems on the first day severe cold descended across the U.S. Gulf Coast, home to about half of the country’s crude oil refining capacity.</li>
</ul>
<div class="lb-trans"><ul>
<li>周日，几家炼油厂报告了在美国墨 Gulf Coast 地区严寒天气降临的第一天出现的问题，该地区约占美国原油炼油能力的一半。</li>
</ul>
</div><ul>
<li>South Korea’s S-Oil said on Monday it had logged a 91% surge in fourth-quarter operating profit and expects first-quarter refining margins to remain robust due to steady demand, supply disruptions and the planned closure of a U.S. refinery.</li>
</ul>
<div class="lb-trans"><ul>
<li>韩国 S-Oil 周一表示，其第四季度营业利润激增 91%，预计第一季度炼油利润将因稳定需求、供应中断和美国炼油厂计划关闭而保持强劲。</li>
</ul>
</div><ul>
<li>Tengizchevroil, which operates Kazakhstan’s giant Tengiz oilfield, has begun a gradual resumption of production after an extended outage, it said on Monday.</li>
</ul>
<div class="lb-trans"><ul>
<li>Tengizchevroil 表示，运营哈萨克斯坦巨型 Tengiz 油田的公司已开始逐步恢复生产，之前经历了较长时间的停产。</li>
</ul>
</div><ul>
<li>Oil prices edged higher on Monday after climbing more than 2% in the previous session, as output disruptions in major U.S. crude-producing regions and tensions between the U.S. and Iran boosted prices. (O/R)</li>
</ul>
<div class="lb-trans"><ul>
<li>周一，油价小幅上涨，此前在前一交易日上涨超过 2%，由于美国主要原油生产地区的产量中断以及美国与伊朗之间的紧张关系推动了价格上涨。（O/R）</li>
</ul>
</div><h3>PRICES</h3>
<div class="lb-trans"><h3>价格</h3>
</div><h3>MIDDLE DISTILLATES</h3>
<div class="lb-trans"><h3>中间馏分</h3>
</div><p>CASH ($/BBL) ASIA Change Prev RIC</p>
<div class="lb-trans"><p>现金（$/桶）亚洲 变动 前值 RIC</p>
</div><p>CLOSE Close</p>
<div class="lb-trans"><p>收盘 收盘</p>
</div><p>Spot Gas Oil 0.25% 85.55 1.61 83.94 (GO25-SIN)</p>
<div class="lb-trans"><p>现货柴油 0.25% 85.55 1.61 83.94 (GO25-SIN)</p>
</div><p>GO 0.25 Diff 0.03 0.08 -0.05 (GO25-SIN-DIF)</p>
<div class="lb-trans"><p>GO 0.25 差价 0.03 0.08 -0.05 (GO25-SIN-DIF)</p>
</div><p>Spot Gas Oil 0.05% 85.59 1.61 83.98 (GO005-SIN)</p>
<div class="lb-trans"><p>现货柴油 0.05% 85.59 1.61 83.98 (GO005-SIN)</p>
</div><p>GO 0.05 Diff 0.07 0.08 -0.01 (GO005-SIN-DIF)</p>
<div class="lb-trans"><p>GO 0.05 差价 0.07 0.08 -0.01 (GO005-SIN-DIF)</p>
</div><p>Spot Gas Oil 0.001% 85.81 1.61 84.20 (GO10-SIN)</p>
<div class="lb-trans"><p>现货柴油 0.001% 85.81 1.61 84.20 (GO10-SIN)</p>
</div><p>GO 0.001 Diff 0.29 0.08 0.21 (GO10-SIN-DIF)</p>
<div class="lb-trans"><p>GO 0.001 差价 0.29 0.08 0.21 (GO10-SIN-DIF)</p>
</div><p>Spot Jet/Kero 85.58 0.99 84.59 (JET-SIN)</p>
<div class="lb-trans"><p>现货航煤/煤油 85.58 0.99 84.59 (JET-SIN)</p>
</div><p>Jet/Kero Diff 0.73 -0.17 0.90 (JET-SIN-DIF)</p>
<div class="lb-trans"><p>航煤/煤油差价 0.73 -0.17 0.90 (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（包括利润）的列表，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>再度折价 M1 (JETREGSGMc1)</p>
</div><p>Regrade M2 (JETREGSGMc2)</p>
<div class="lb-trans"><p>再度折价 M2 (JETREGSGMc2)</p>
</div><p>Jet M1 (JETSGSWMc1)</p>
<div class="lb-trans"><p>航煤 M1 (JETSGSWMc1)</p>
</div><p>Jet M1/M2 (JETSGSPDMc1)</p>
<div class="lb-trans"><p>航煤 M1/M2 (JETSGSPDMc1)</p>
</div><p>Jet M2 (JETSGSWMc2)</p>
<div class="lb-trans"><p>航煤 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>航煤裂解 M1 (JETSGCKMc1)</p>
</div><p>Jet Cracks M2 (JETSGCKMc2)</p>
<div class="lb-trans"><p>航煤裂解 M2 (JETSGCKMc2)</p>
</div><p>East-West M1 (LGOAEFSMc1)</p>
<div class="lb-trans"><p>东西方 M1 (LGOAEFSMc1)</p>
</div><p>East-West M2 (LGOAEFSMc2)</p>
<div class="lb-trans"><p>东西方 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>

Asia Distillates-Diesel market backwardation steepens; regrade discounts widen

- 亚洲柴油市场因西方和期货市场支撑而走强。  
- 东西价差扩大至超过每吨 45 美元的折扣。  
- 南韩 S-Oil 第四季度业绩增长 91%，预计炼油利润稳健。

Reuters

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