石油设备网讯 据彭博社5月15日消息称,随着产量激增,二叠纪盆地最新种类石油的出口料将猛增,超过美国炼油商的需求。
新的等级称为西德克萨斯轻质原油于9月份开始销售,勘探人员正在试图从西德克萨斯和新墨西哥州的油井中分离出重量越来越轻、含硫量越来越低的原油,这样就不会降低美国基准的西德克萨斯中质原油的质量。WTL的日产量已超过50万桶,较去年增长近4倍。
虽然其中一些就近使用,但大部分将需要出口。尽管页岩油储量充足和较重原油供应趋紧鼓励美国炼油商加工自1990年以来最轻的原油,但这可能很快就会达到极限。但但由于多年来许多最大的炼油厂都投入了数十亿美元进行升级,并准备生产质量最高、污染最严重的石油,它们只能处理一定量的轻质油。
位于纽约的加拿大皇家银行资本市场有限责任公司商品策略师迈克尔•特兰表示:“我怀疑,能够混合生产轻质的炼油厂可能已经在尽最大努力生产轻质了。美美国生产的每一桶增量石油都应指定用于出口,除非是重质原油。”
2月份开始向海外发货,截至本月已接近142万桶。根据彭博汇编的美国海关数据和船舶追踪数据,大部分被送往荷兰,其余的则被送往加拿大,但迄今为止没有一艘被运往亚洲。
据知情人士透露,目前已在二叠纪和俄克拉荷马州库欣储备了约100万桶西德克萨斯轻质原油。知情人士说,一些管道开始接受这是一个合适的等级。
曹海斌 摘译自 彭博社
原文如下:
Surge of New Permian Basin Oil to Feed Global Supply
Exports of the Permian Basin’s newest kind of oil are set to jump as production surges, exceeding the appetite of U.S. refiners.
Sales of the new grade, known as West Texas Light, began in September, as explorers sought to separate out increasingly lighter and less sulfurous crude bubbling up from wells in West Texas and New Mexico, so it wouldn’t lessen the quality of U.S. benchmark West Texas Intermediate. WTL supply has grown to over 500,000 barrels a day, a nearly four-fold rise from last year.
While some of that is staying close by, most will need to be exported. Even as ample shale barrels and tighter supplies of heavier crudes have encouraged U.S. refiners to process the lightest oil since 1990, that may reach a limit soon. But since many of the biggest refineries have invested billions of dollars in upgrades over the years and are set up to run the heaviest, dirtiest oil, there’s only a certain amount of light oil they can handle.
"I suspect that refineries that can blend to run lighter slates are likely already doing so to the best they can," said Michael Tran, a commodity strategist at RBC Capital Markets LLC in New York. "Every incremental barrel produced in the U.S. should be earmarked for export," unless it’s a heavy crude, Tran said.
Shipments overseas began in February and have neared 1.42 million barrels through this month. Most was sent to the Netherlands and the rest for Canada, while none has headed to Asia so far, according to U.S. Customs data and ship tracking data compiled by Bloomberg.
Presently, some 1 million barrels of storage has been set aside in the Permian and Cushing, Oklahoma, to market WTL, according to people familiar with the matter. Some pipes are starting to accept it as a proper grade, the people said.