據烴加工網9月10日報道，受疫情影響，全球經濟復蘇陷入停滯，導致全球石油供應再度增加，促使包括托克（Trafigura）在內的貿易商預訂油輪，以便再次在海上儲存數百萬桶原油和成品燃料。

在使用所謂的船載浮動儲油之際，由于供大于求，傳統的陸上儲油能力仍接近產能。

根據貿易消息來源和航運數據顯示，貿易公司托克已租用了至少五艘最大型的油輪，每艘都能儲存200萬桶石油，被稱為超大型油輪(VLCCs)。

許多船是新建的，將儲存汽油和柴油，在仲夏的緩慢復蘇后，這些產品的未售出量特別大。

盡管沙特阿拉伯和俄羅斯等主要石油生產國大幅減產，以及近幾個月來煉油廠因消費量空前下降而放慢了生產速度，但庫存增加。

根據航運數據和貿易商的數據顯示，包括維多（Vitol）、Litasco和Glencore在內的其他頂級貿易商最近幾天也預訂了大型油輪，以儲存柴油，長達90天。

布倫特原油期貨跌至每桶40美元左右，此前曾創下自6月份以來的最大單周跌幅。

一市場消息人士稱，市場疲軟且看跌，浮動庫存再度出現。

即期交付的布倫特原油與6個月后交付的Lcoc1-lcoc7之間的價差已穩步下滑至3美元，接近5月底的低點。

縱觀近年來，全球石油庫存仍遠高于平均水平。根據摩根士丹利(Morgan Stanley)的數據顯示，盡管過去30天里庫存以每天約160萬桶的速度減少，但仍比去年的水平高出約6億桶。

Rats表示，庫存減少最大的是原油庫存，但成品油庫存仍“頑固”處于高位。

疲軟的利潤率跡象加劇了黯淡的前景。中國大舉購入廉價石油后，在夏季數月創紀錄的原油購買量緩解了全球需求損失。

沙特石油巨頭沙特阿美公司(Aramco)將其10月份出口亞洲的旗艦阿拉伯輕質原油的官方售價大幅下調了1.40美元/桶，希望能挽回購買興趣。

由于北海布倫特原油的價差處于6月份以來的最低水平，原油期貨價格跟隨全球現貨原油價格下跌。

西非的石油銷售受到影響，尼日利亞上月仍在為計劃出口的石油尋找買家，安哥拉的原油價格跌至5月以來的最低水平。

郝芬 譯自 烴加工網

原文如下：

Second wave of floating storage triggered by ailing oil market

A stalled global economic recovery from the coronavirus pandemic is leading to a fresh build-up of global oil supplies, pushing traders including Trafigura to book tankers to store millions of barrels of crude oil and refined fuels at sea again.

The use of so-called floating storage onboard tankers comes as traditional onshore storage remains close to capacity as supplies outpace demand.

Trading house Trafigura has chartered at least five of the largest tankers each capable of storing 2 million barrels of oil, known as very large crude-oil carriers (VLCCs), according to trading sources and shipping data.

A number of the vessels are newly-built and are due to store gasoil and diesel, for which unsold volumes are especially high after a modest recovery mid-summer.

The inventory build-up comes despite major oil producers including Saudi Arabia and Russia sharply cutting back output and refineries slowing operations in recent months in response to an unprecedented drop in consumption.

Other top traders including Vitol, Litasco and Glencore have also in recent days booked large tankers to store diesel for up to 90 days, according to shipping data and traders.

Brent crude oil futures are languishing around $40 a barrel after posting their biggest weekly decline since June.

“The market is soft and bearish and floating storage is returning again,” a market source said.

The spread between Brent crude for prompt delivery and six-months in the future Lcoc1-lcoc7 has been declining steadily toward $3 near lows last seen in late May.

Global oil inventories remain sharply above average when looking at recent years. Although stocks have drawn at a pace of around 1.6 million barrels per day over the past 30 days, they are still some 600 million barrels above last year’s levels, according to Morgan Stanley.

Most of the draws were in crude oil inventories, but refined products stocks remained “stubbornly” high, Rats said.

Compounding the bleak picture are weak margins andChina, whose record crude purchases in the summer months as it emerged from economic lockdown to scoop up cheap oil, mitigated demand damage globally.

Saudi oil giant Aramco sharply cut its October official selling price (OSP) for its flagship Arab Light crude to Asia by $1.40 a barrel, hoping to salvage buying interest.

Sagging crude futures tracked sputtering physical crude prices worldwide, as price differentials for North Sea Brent stood at their lowest since June.

West African oil sales suffered, with Nigeria still seeking buyers for oil planned for export last month, Angolan crude selling at the lowest rates.