<p>新加坡，1 月 26 日（路透社）- 亞洲柴油市場結構在週一有所堅挺，受到期貨市場和西方的支持，同時再度折價差進一步擴大。</p>
<p>ICE 柴油在亞洲晚盤交易中上漲了 1.7%，東西方價格差擴大至每公噸超過 45 美元的折扣。</p>
<p>一些對寒冷天氣需求的預期在短期內支撐市場基本面，加上對中東局勢的擔憂，幾位地區貿易來源表示。</p>
<p>延續漲勢，煉油利潤（GO10SGCKMc1）在交易時段結束時收於每桶約 21.7 美元。</p>
<p>現金差價（GO10-SIN-DIF）上漲至每桶近 30 美分的溢價，儘管交易窗口的現貨活動仍然受到限制。</p>
<p>更多的 2 月份航煤貨物正在談判中，一家東北亞煉油廠通過今天截止的銷售招標出售貨物。</p>
<p>再度折價（JETREG10SGMc1）進一步擴大至每桶近 70 美分的折扣。</p>
<h3>新加坡現金交易（O/AS）</h3>
<ul>
<li>沒有柴油交易，一筆航煤交易</li>
</ul>
<h3>煉油廠新聞（REF/OUT）</h3>
<ul>
<li>埃克森美孚公司（XOM.N）週六表示，由於預計未來三天將出現嚴寒天氣，其位於德克薩斯州貝城的原油煉油和石化綜合體將停工。</li>
</ul>
<ul>
<li>Vitol 計劃從 3 月初開始對其在意大利的 30 萬桶/日 Saras 煉油廠進行為期約兩個月的部分停產，路透社看到的行業監測機構 IIR 的警報顯示。</li>
</ul>
<h3>新聞</h3>
<ul>
<li>週日，幾家煉油廠報告了在美國墨 Gulf Coast 地區嚴寒天氣降臨的第一天出現的問題，該地區約佔美國原油煉油能力的一半。</li>
</ul>
<ul>
<li>韓國 S-Oil 週一表示，其第四季度營業利潤激增 91%，預計第一季度煉油利潤將因穩定需求、供應中斷和美國煉油廠計劃關閉而保持強勁。</li>
</ul>
<ul>
<li>Tengizchevroil 表示，運營哈薩克斯坦巨型 Tengiz 油田的公司已開始逐步恢復生產，之前經歷了較長時間的停產。</li>
</ul>
<ul>
<li>週一，油價小幅上漲，此前在前一交易日上漲超過 2%，由於美國主要原油生產地區的產量中斷以及美國與伊朗之間的緊張關係推動了價格上漲。（O/R）</li>
</ul>
<h3>價格</h3>
<h3>中間餾分</h3>
<p>現金（$/桶）亞洲 變動 前值 RIC</p>
<p>收盤 收盤</p>
<p>現貨柴油 0.25% 85.55 1.61 83.94 (GO25-SIN)</p>
<p>GO 0.25 差價 0.03 0.08 -0.05 (GO25-SIN-DIF)</p>
<p>現貨柴油 0.05% 85.59 1.61 83.98 (GO005-SIN)</p>
<p>GO 0.05 差價 0.07 0.08 -0.01 (GO005-SIN-DIF)</p>
<p>現貨柴油 0.001% 85.81 1.61 84.20 (GO10-SIN)</p>
<p>GO 0.001 差價 0.29 0.08 0.21 (GO10-SIN-DIF)</p>
<p>現貨航煤/煤油 85.58 0.99 84.59 (JET-SIN)</p>
<p>航煤/煤油差價 0.73 -0.17 0.90 (JET-SIN-DIF)</p>
<p>有關衍生品價格（包括利潤）的列表，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>再度折價 M1 (JETREGSGMc1)</p>
<p>再度折價 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>東西方 M1 (LGOAEFSMc1)</p>
<p>東西方 M2 (LGOAEFSMc2)</p>
<p>LGO M1 (LGOAMc1)</p>
<p>LGO M1/M2 (LGOASPDMc1)</p>
<p>LGO M2 (LGOAMc2)</p>
<p>裂解 LGO-布倫特 M1 (LGOACKMc1)</p>
<p>裂解 LGO-布倫特 M2 (LGOACKMc2)</p>

<p>亞洲的柴油市場在 1 月 26 日有所增強，受到期貨和西方市場趨勢的支持，儘管再加工折扣擴大。ICE 柴油上漲了 1.7%，東西方價格差超過每公噸 45 美元。寒冷天氣的需求和中東緊張局勢有助於市場穩定。煉油利潤率收於每桶 21.7 美元，而現金差價接近每桶 30 美分。由於寒冷天氣，埃克森美孚在德克薩斯州停產了一些裝置，維托爾計劃在意大利進行為期兩個月的停產。S-Oil 報告第四季度營業利潤增長 91%，預計未來利潤將保持強勁</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）- 亞洲柴油市場結構在週一有所堅挺，受到期貨市場和西方的支持，同時再度折價差進一步擴大。</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 柴油在亞洲晚盤交易中上漲了 1.7%，東西方價格差擴大至每公噸超過 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>一些對寒冷天氣需求的預期在短期內支撐市場基本面，加上對中東局勢的擔憂，幾位地區貿易來源表示。</p>
</div><p>Extending gains, refining margins (GO10SGCKMc1) closed the trading session at around $21.7 a barrel.</p>
<div class="lb-trans"><p>延續漲勢，煉油利潤（GO10SGCKMc1）在交易時段結束時收於每桶約 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>現金差價（GO10-SIN-DIF）上漲至每桶近 30 美分的溢價，儘管交易窗口的現貨活動仍然受到限制。</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 月份航煤貨物正在談判中，一家東北亞煉油廠通過今天截止的銷售招標出售貨物。</p>
</div><p>Regrade (JETREG10SGMc1) discounts widened further to minus nearly 70 cents per barrel.</p>
<div class="lb-trans"><p>再度折價（JETREG10SGMc1）進一步擴大至每桶近 70 美分的折扣。</p>
</div><h3>SINGAPORE CASH DEALS (O/AS)</h3>
<div class="lb-trans"><h3>新加坡現金交易（O/AS）</h3>
</div><ul>
<li>No gasoil deal, one jet fuel deal</li>
</ul>
<div class="lb-trans"><ul>
<li>沒有柴油交易，一筆航煤交易</li>
</ul>
</div><h3>REFINERY NEWS (REF/OUT)</h3>
<div class="lb-trans"><h3>煉油廠新聞（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）週六表示，由於預計未來三天將出現嚴寒天氣，其位於德克薩斯州貝城的原油煉油和石化綜合體將停工。</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 計劃從 3 月初開始對其在意大利的 30 萬桶/日 Saras 煉油廠進行為期約兩個月的部分停產，路透社看到的行業監測機構 IIR 的警報顯示。</li>
</ul>
</div><h3>NEWS</h3>
<div class="lb-trans"><h3>新聞</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>週日，幾家煉油廠報告了在美國墨 Gulf Coast 地區嚴寒天氣降臨的第一天出現的問題，該地區約佔美國原油煉油能力的一半。</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>韓國 S-Oil 週一表示，其第四季度營業利潤激增 91%，預計第一季度煉油利潤將因穩定需求、供應中斷和美國煉油廠計劃關閉而保持強勁。</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，運營哈薩克斯坦巨型 Tengiz 油田的公司已開始逐步恢復生產，之前經歷了較長時間的停產。</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>週一，油價小幅上漲，此前在前一交易日上漲超過 2%，由於美國主要原油生產地區的產量中斷以及美國與伊朗之間的緊張關係推動了價格上漲。（O/R）</li>
</ul>
</div><h3>PRICES</h3>
<div class="lb-trans"><h3>價格</h3>
</div><h3>MIDDLE DISTILLATES</h3>
<div class="lb-trans"><h3>中間餾分</h3>
</div><p>CASH ($/BBL) ASIA Change Prev RIC</p>
<div class="lb-trans"><p>現金（$/桶）亞洲 變動 前值 RIC</p>
</div><p>CLOSE Close</p>
<div class="lb-trans"><p>收盤 收盤</p>
</div><p>Spot Gas Oil 0.25% 85.55 1.61 83.94 (GO25-SIN)</p>
<div class="lb-trans"><p>現貨柴油 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 差價 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>現貨柴油 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 差價 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>現貨柴油 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 差價 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>現貨航煤/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/煤油差價 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>有關衍生品價格（包括利潤）的列表，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>再度折價 M1 (JETREGSGMc1)</p>
</div><p>Regrade M2 (JETREGSGMc2)</p>
<div class="lb-trans"><p>再度折價 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>東西方 M1 (LGOAEFSMc1)</p>
</div><p>East-West M2 (LGOAEFSMc2)</p>
<div class="lb-trans"><p>東西方 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>

Asia Distillates-Diesel market backwardation steepens; regrade discounts widen

- 亞洲柴油市場因西方和期貨市場支撐而走強。  
- 東西價差擴大至超過每噸 45 美元的折扣。  
- 南韓 S-Oil 第四季度業績增長 91%，預計煉油利潤穩健。

Reuters

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亞洲餾分油市場中柴油的現貨溢價加劇；再分級的折扣幅度擴大