<p>新加坡，1 月 21 日（路透社）- 儘管一些 2 月份的煉油廠銷售仍在進行，但亞洲的柴油市場在交易窗口仍然缺乏流動性，而重新評估價差在週三首次轉為折扣，這是自 11 月中旬以來的首次。</p>
<p>柴油前月東 - 西價格差從上一個交易日擴大至近每公噸 40 美元的折扣，因 ICE 柴油期貨走強。</p>
<p>截至 1 月，預計印度來源的柴油出口到歐洲將達到約 35 萬噸，來自船舶經紀來源和 LSEG 船舶追蹤的數據表明。</p>
<p>在東北亞地區，至少還有兩家煉油廠在市場上提供現貨 10ppm 硫柴油貨物。</p>
<p>煉油利潤（GO10SGCKMc1）連續第三個交易日上漲，達到每桶約 20.9 美元。</p>
<p>10ppm 硫柴油現金差價（GO10-SIN-DIF）在持續稀薄的窗口交易中變化不大，維持在每桶 16 美分。</p>
<p>對於航空燃料，亞洲與美國西海岸的價格差在紙面上略微收窄，隨着亞洲供應在短期內保持充足，市場情緒略顯謹慎。</p>
<p>重新評估（JETREG10SGMc1）在市場收盤時首次轉為折扣，接近每桶負 10 美分，因柴油掉期市場表現走強。</p>
<h3>新加坡現金交易（O/AS）</h3>
<ul>
<li>沒有柴油或航空燃料的交易</li>
</ul>
<h3>庫存</h3>
<ul>
<li>據初步路透社調查顯示，上週美國原油和汽油庫存預計有所上升，而餾分油庫存可能下降。（EIA/S）</li>
</ul>
<ul>
<li>根據行業信息服務 S&amp;P Global Commodity Insights 的數據，截至 1 月 19 日，富查伊拉石油工業區的中餾分油庫存上升至 354 萬桶，為去年 10 月以來的最高水平。（FUJAIRAH/)</li>
</ul>
<h3>新聞</h3>
<ul>
<li>據三位行業消息人士告訴路透社，哈薩克斯坦的廣闊騰吉斯油田的石油生產在週日停產後可能再停產 7-10 天，導致通過裏海管道聯盟的原油出口減少。</li>
</ul>
<ul>
<li>委內瑞拉臨時總統德爾西·羅德里格斯週二表示，該國已從石油銷售中獲得 3 億美元，這是美國總統唐納德·特朗普宣佈的與加拉加斯的 5000 萬桶石油供應協議的首筆收益，此前本月早些時候捕獲了總統尼古拉斯·馬杜羅。</li>
</ul>
<ul>
<li>兩位煉油和貿易消息人士週三表示，印度煉油廠正在從現貨市場購買中東石油，以部分替代俄羅斯石油，這是幫助新德里與華盛頓談判貿易協議的一部分。</li>
</ul>
<ul>
<li>無人機碎片在俄羅斯克拉斯諾達爾地區的阿菲普斯基煉油廠引發火災，但沒有造成任何傷亡或損害，當地應急中心週三早些時候表示。</li>
</ul>
<ul>
<li>國際能源署在其最新的月度石油市場報告中上調了 2026 年全球石油需求增長預測，暗示今年市場的盈餘略微收窄。</li>
</ul>
<ul>
<li>裏海管道聯盟的俄羅斯黑海終端單點繫泊-3 的維護工作已進入最後階段，CPC 週三表示，並準備拆除另一處被烏克蘭海軍無人機損壞的 SPM。</li>
</ul>
<h3>價格</h3>
<h3>中餾分油</h3>
<p>現金（$/桶）亞洲 變動 前一 RIC</p>
<p>收盤 收盤</p>
<p>現貨柴油 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>現貨柴油 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>現貨柴油 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>現貨航空燃料/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>有關衍生品價格的列表，包括利潤，請雙擊</p>
<p>下面的 RIC。</p>
<p>布倫特 M1 (BRENTSGMc1)</p>
<p>柴油 M1 (GOSGSWMc1)</p>
<p>柴油 M1/M2 (GOSGSPDMc1)</p>
<p>柴油 M2 (GOSGSWMc2)</p>
<p>重新評估 M1 (JETREGSGMc1)</p>
<p>重新評估 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>東 - 西 M1 (LGOAEFSMc1)</p>
<p>東 - 西 M2 (LGOAEFSMc2)</p>
<p>LGO M1 (LGOAMc1)</p>
<p>LGO M1/M2 (LGOASPDMc1)</p>
<p>LGO M2 (LGOAMc2)</p>
<p>裂解 LGO-布倫特 M1 (LGOACKMc1)</p>
<p>裂解 LGO-布倫特 M2 (LGOACKMc2)</p>

<p>亞洲的柴油市場仍然流動性不足，自 11 月中旬以來，重新定價差價首次轉為折扣。柴油前一個月的東西方價格差擴大至接近每公噸 40 美元的折扣。預計 1 月份印度對歐洲的柴油出口將達到約 35 萬噸。煉油利潤已擴大至每桶約 20.9 美元。與此同時，美國原油和汽油庫存預計將上升，而餾分油庫存可能下降。國際能源署已上調其 2026 年全球石油需求增長預測</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）- 儘管一些 2 月份的煉油廠銷售仍在進行，但亞洲的柴油市場在交易窗口仍然缺乏流動性，而重新評估價差在週三首次轉為折扣，這是自 11 月中旬以來的首次。</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>柴油前月東 - 西價格差從上一個交易日擴大至近每公噸 40 美元的折扣，因 ICE 柴油期貨走強。</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，預計印度來源的柴油出口到歐洲將達到約 35 萬噸，來自船舶經紀來源和 LSEG 船舶追蹤的數據表明。</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>在東北亞地區，至少還有兩家煉油廠在市場上提供現貨 10ppm 硫柴油貨物。</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>煉油利潤（GO10SGCKMc1）連續第三個交易日上漲，達到每桶約 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 硫柴油現金差價（GO10-SIN-DIF）在持續稀薄的窗口交易中變化不大，維持在每桶 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>對於航空燃料，亞洲與美國西海岸的價格差在紙面上略微收窄，隨着亞洲供應在短期內保持充足，市場情緒略顯謹慎。</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>重新評估（JETREG10SGMc1）在市場收盤時首次轉為折扣，接近每桶負 10 美分，因柴油掉期市場表現走強。</p>
</div><h3>SINGAPORE CASH DEALS (O/AS)</h3>
<div class="lb-trans"><h3>新加坡現金交易（O/AS）</h3>
</div><ul>
<li>No deal for gasoil or jet fuel</li>
</ul>
<div class="lb-trans"><ul>
<li>沒有柴油或航空燃料的交易</li>
</ul>
</div><h3>INVENTORIES</h3>
<div class="lb-trans"><h3>庫存</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>據初步路透社調查顯示，上週美國原油和汽油庫存預計有所上升，而餾分油庫存可能下降。（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>根據行業信息服務 S&amp;P Global Commodity Insights 的數據，截至 1 月 19 日，富查伊拉石油工業區的中餾分油庫存上升至 354 萬桶，為去年 10 月以來的最高水平。（FUJAIRAH/)</li>
</ul>
</div><h3>NEWS</h3>
<div class="lb-trans"><h3>新聞</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>據三位行業消息人士告訴路透社，哈薩克斯坦的廣闊騰吉斯油田的石油生產在週日停產後可能再停產 7-10 天，導致通過裏海管道聯盟的原油出口減少。</li>
</ul>
</div><ul>
<li>Venezuela’s interim president Delcy Rodriguez said on Tuesday that the country has received $300 million from oil sales, the first proceeds from U.S. President Donald Trump’s announced 50-million-barrel oil supply deal with Caracas, following the capture of President Nicolas Maduro earlier this month.</li>
</ul>
<div class="lb-trans"><ul>
<li>委內瑞拉臨時總統德爾西·羅德里格斯週二表示，該國已從石油銷售中獲得 3 億美元，這是美國總統唐納德·特朗普宣佈的與加拉加斯的 5000 萬桶石油供應協議的首筆收益，此前本月早些時候捕獲了總統尼古拉斯·馬杜羅。</li>
</ul>
</div><ul>
<li>Indian refiners are buying Middle Eastern oil from the spot markets to partly replace Russian oil, two refining and trade sources said on Wednesday, part of an effort to help New Delhi negotiate a trade deal with Washington.</li>
</ul>
<div class="lb-trans"><ul>
<li>兩位煉油和貿易消息人士週三表示，印度煉油廠正在從現貨市場購買中東石油，以部分替代俄羅斯石油，這是幫助新德里與華盛頓談判貿易協議的一部分。</li>
</ul>
</div><ul>
<li>Drone fragments caused a fire at the Afipsky oil refinery in Russia’s Krasnodar region without inflicting any injuries or damage, a local emergencies centre said early on Wednesday.</li>
</ul>
<div class="lb-trans"><ul>
<li>無人機碎片在俄羅斯克拉斯諾達爾地區的阿菲普斯基煉油廠引發火災，但沒有造成任何傷亡或損害，當地應急中心週三早些時候表示。</li>
</ul>
</div><ul>
<li>The International Energy Agency revised its 2026 global oil demand growth forecasts higher in its latest monthly oil market report on Wednesday, suggesting a slightly narrower surplus for the market this year.</li>
</ul>
<div class="lb-trans"><ul>
<li>國際能源署在其最新的月度石油市場報告中上調了 2026 年全球石油需求增長預測，暗示今年市場的盈餘略微收窄。</li>
</ul>
</div><ul>
<li>Maintenance work on single point mooring-3 at the Caspian Pipeline Consortium’s Russian Black Sea terminal is in its final stages, the CPC said on Wednesday, and it is preparing to dismantle another SPM damaged by a Ukrainian naval drone.</li>
</ul>
<div class="lb-trans"><ul>
<li>裏海管道聯盟的俄羅斯黑海終端單點繫泊-3 的維護工作已進入最後階段，CPC 週三表示，並準備拆除另一處被烏克蘭海軍無人機損壞的 SPM。</li>
</ul>
</div><h3>PRICES</h3>
<div class="lb-trans"><h3>價格</h3>
</div><h3>MIDDLE DISTILLATES</h3>
<div class="lb-trans"><h3>中餾分油</h3>
</div><p>CASH ($/BBL) ASIA Change Prev RIC</p>
<div class="lb-trans"><p>現金（$/桶）亞洲 變動 前一 RIC</p>
</div><p>CLOSE Close</p>
<div class="lb-trans"><p>收盤 收盤</p>
</div><p>Spot Gas Oil 0.25% 83.74 1.39 82.35 (GO25-SIN)</p>
<div class="lb-trans"><p>現貨柴油 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>現貨柴油 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>現貨柴油 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>現貨航空燃料/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>有關衍生品價格的列表，包括利潤，請雙擊</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>布倫特 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>重新評估 M1 (JETREGSGMc1)</p>
</div><p>Regrade M2 (JETREGSGMc2)</p>
<div class="lb-trans"><p>重新評估 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>東 - 西 M1 (LGOAEFSMc1)</p>
</div><p>East-West M2 (LGOAEFSMc2)</p>
<div class="lb-trans"><p>東 - 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-布倫特 M1 (LGOACKMc1)</p>
</div><p>Crack LGO-Brent M2 (LGOACKMc2)</p>
<div class="lb-trans"><p>裂解 LGO-布倫特 M2 (LGOACKMc2)</p>
</div>

亞洲餾分油市場中，柴油交易窗口活動依然不活躍；再分級價差轉為折扣