中东战事致沙特原油定价混乱,5月溢价或飙至40美元/桶

GateNews

Gate News 消息,3 月 30 日,受伊朗战争影响,沙特原油的常规定价机制陷入混乱,焦虑的亚洲买家正试图推动沙特转向替代性供应定价机制。据交易员透露,沙特阿美正在敲定 5 月份装船石油的成本,价格表预计将在几天内送达买家。基于区域基准的常规价格计量,其旗舰产品阿拉伯轻质原油的溢价预计将飙升至每桶约 40 美元的前所未有水平,而 4 月份的溢价仅为 2.50 美元。沙特阿美的月度合约价格通常设定为相对于基础基准的价格差,该基准由标普全球能源评估的迪拜原油价格(中东地区基准)以及海湾商品交易所的阿曼原油期货组成。一些亚洲炼油商已要求沙特阿美将其原油与布伦特原油期货(国际油价基准)挂钩,其他替代方案包括使用上海国际能源交易中心(中国原油期货市场)的油价(扣除运输等成本),或参考阿联酋上扎库姆等其他原油。交易员表示,沙特阿美与客户之间的谈判仍在进行中,尚未做出最终定价决定。他们补充称,如果溢价水平设定在每桶 40 美元左右,可能会导致采购量减少。

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