<p>莫斯科/伦敦，2 月 6 日（路透社）- 四位交易消息人士告诉路透社，哈萨克斯坦计划的石油出口可能在本月通过其主要的俄罗斯运输路线下降多达 35%，因为巨大的坦吉兹油田在 1 月份的电力设施火灾后正在缓慢恢复。</p>
<p>美国石油巨头雪佛龙（CVX.N）领导着运营该油田的坦吉兹雪佛龙（TCO）财团。</p>
<p>消息人士表示，通过横跨俄罗斯通往黑海的里海管道财团系统的石油出口，如果坦吉兹的生产恢复缓慢，可能会从初步计划的约 170 万桶/日（bpd）降至约 110 万桶/日。</p>
<p>消息人士因未获授权向媒体发言而拒绝透露姓名。</p>
<p>坦吉兹在 1 月份的大部分时间内因火灾而停产。</p>
<p>哈萨克斯坦正在调查这些事件。</p>
<h3>CPC 管道的中断</h3>
<p>TCO 向路透社重申，“正在根据条件逐步增加产量”。</p>
<p>该公司还拒绝评论是否已解除在坦吉兹停产后对 CPC Blend 原油供应发布的不可抗力，称其不对具体的运营细节发表评论。</p>
<p>哈萨克斯坦能源部未回应置评请求。</p>
<p>CPC 拒绝评论。</p>
<p>该管道运输全球石油供应的超过 1%，最近几个月面临多次中断，包括无人机袭击、恶劣天气、单点系泊（SPM-3）维修以及坦吉兹的生产停产。</p>
<p>消息人士表示，1 月份 CPC Blend 原油装船量降至仅 88 万桶/日，几乎是最初计划的一半。</p>
<p>一位行业消息人士表示，2 月初的前几天，坦吉兹向 CPC 管道的石油供应约为每日 3 万吨。</p>
<p>熟悉此事的消息人士还告诉路透社，预计坦吉兹的产量在 2 月 4 日将达到约 3.3 万吨，或大约 26 万桶/日，相当于满负荷产能的约 26%。</p>
<p>“如果坦吉兹在几天内恢复满产，我们可能会看到更多出口，但我们对此不抱太大希望，” 一位参与 CPC Blend 原油交易的消息人士在周五表示。</p>
<p>TCO 在产量停产后取消了其初步 2 月份出口计划中多达 14 艘苏伊士型油轮的装船，两个行业消息人士表示。</p>
<p>每艘苏伊士型油轮可运输约 13 万吨原油。一些被取消的货物现在正在恢复。</p>
<p>本月来自 CPC 终端的首批 TCO 货物计划于 2 月 6 日至 7 日装船，航运数据显示。</p>

雪佛龙

<p>MOSCOW/LONDON, Feb 6 (Reuters) - Kazakhstan’s planned oil exports could fall by as much as 35% this month via its main route through Russia, four trading sources have told Reuters, as the giant Tengiz oilfield slowly recovers from fires at power facilities in January.</p>
<div class="lb-trans"><p>莫斯科/伦敦，2 月 6 日（路透社）- 四位交易消息人士告诉路透社，哈萨克斯坦计划的石油出口可能在本月通过其主要的俄罗斯运输路线下降多达 35%，因为巨大的坦吉兹油田在 1 月份的电力设施火灾后正在缓慢恢复。</p>
</div><p>U.S. oil major Chevron (CVX.N) leads the Tengizchevroil (TCO) consortium that operates the field.</p>
<div class="lb-trans"><p>美国石油巨头雪佛龙（CVX.N）领导着运营该油田的坦吉兹雪佛龙（TCO）财团。</p>
</div><p>Oil exports through the Caspian Pipeline Consortium system, which crosses into Russia en route to the Black Sea, could drop from the preliminary schedule of about 1.7 million barrels per day (bpd) to around 1.1 million bpd if the production recovery at Tengiz continues at a sluggish pace, the sources said.</p>
<div class="lb-trans"><p>消息人士表示，通过横跨俄罗斯通往黑海的里海管道财团系统的石油出口，如果坦吉兹的生产恢复缓慢，可能会从初步计划的约 170 万桶/日（bpd）降至约 110 万桶/日。</p>
</div><p>The sources declined to be named because they were not authorised to speak to the press.</p>
<div class="lb-trans"><p>消息人士因未获授权向媒体发言而拒绝透露姓名。</p>
</div><p>Tengiz was shut down for most of January after fires hit its</p>
<div class="lb-trans"><p>坦吉兹在 1 月份的大部分时间内因火灾而停产。</p>
</div><p>power facilities. Kazakhstan has been investigating the incidents.</p>
<div class="lb-trans"><p>哈萨克斯坦正在调查这些事件。</p>
</div><h3>DISRUPTIONS ON CPC PIPELINE</h3>
<div class="lb-trans"><h3>CPC 管道的中断</h3>
</div><p>TCO reiterated to Reuters that it “is working to progressively increase output as conditions allow”.</p>
<div class="lb-trans"><p>TCO 向路透社重申，“正在根据条件逐步增加产量”。</p>
</div><p>The company also declined to comment on whether it has lifted a force majeure on CPC Blend crude supplies issued after the Tengiz’s shutdown, saying it does not comment on specific details of its operations.</p>
<div class="lb-trans"><p>该公司还拒绝评论是否已解除在坦吉兹停产后对 CPC Blend 原油供应发布的不可抗力，称其不对具体的运营细节发表评论。</p>
</div><p>The Kazakh Energy Ministry did not respond to a request for comment.</p>
<div class="lb-trans"><p>哈萨克斯坦能源部未回应置评请求。</p>
</div><p>CPC declined to comment.</p>
<div class="lb-trans"><p>CPC 拒绝评论。</p>
</div><p>The pipeline, which carries more than 1% of global oil supply, has faced repeated disruptions in recent months, including a drone attack, adverse weather, repairs at its single-point mooring (SPM-3) and the production outages at Tengiz.</p>
<div class="lb-trans"><p>该管道运输全球石油供应的超过 1%，最近几个月面临多次中断，包括无人机袭击、恶劣天气、单点系泊（SPM-3）维修以及坦吉兹的生产停产。</p>
</div><p>January CPC Blend oil loadings fell to just 880,000 bpd, nearly half of the initial plan, the sources said.</p>
<div class="lb-trans"><p>消息人士表示，1 月份 CPC Blend 原油装船量降至仅 88 万桶/日，几乎是最初计划的一半。</p>
</div><p>An industry source said Tengiz oil supply to the CPC pipeline was around 30,000 metric tons per day in the first days of February.</p>
<div class="lb-trans"><p>一位行业消息人士表示，2 月初的前几天，坦吉兹向 CPC 管道的石油供应约为每日 3 万吨。</p>
</div><p>Sources familiar with the matter also told Reuters in late January that production at Tengiz was expected to reach about 33,000 tons, or roughly 260,000 bpd, equivalent to around 26% of full capacity, by February 4.</p>
<div class="lb-trans"><p>熟悉此事的消息人士还告诉路透社，预计坦吉兹的产量在 2 月 4 日将达到约 3.3 万吨，或大约 26 万桶/日，相当于满负荷产能的约 26%。</p>
</div><p>“If Tengiz restores full output within days, we may see more exports, but we don’t count on it,” a source involved in trading CPC Blend crude said on Friday.</p>
<div class="lb-trans"><p>“如果坦吉兹在几天内恢复满产，我们可能会看到更多出口，但我们对此不抱太大希望，” 一位参与 CPC Blend 原油交易的消息人士在周五表示。</p>
</div><p>TCO cancelled the loading of up to 14 Suezmax tankers from its initial February export plan after the output outage, two industry sources said.</p>
<div class="lb-trans"><p>TCO 在产量停产后取消了其初步 2 月份出口计划中多达 14 艘苏伊士型油轮的装船，两个行业消息人士表示。</p>
</div><p>Each Suezmax vessel can carry around 130,000 tons of crude. Some of the cancelled cargoes are now being reinstated.</p>
<div class="lb-trans"><p>每艘苏伊士型油轮可运输约 13 万吨原油。一些被取消的货物现在正在恢复。</p>
</div><p>The first TCO cargo from the CPC terminal this month is scheduled for loading on February 6 to 7, shipping data shows.</p>
<div class="lb-trans"><p>本月来自 CPC 终端的首批 TCO 货物计划于 2 月 6 日至 7 日装船，航运数据显示。</p>
</div>

雪佛龙在 Tengiz 的困境影响了哈萨克斯坦通过 CPC 的石油出口