石油设备网讯 据普氏能源资讯7月11日新加坡报道，业内消息人士称，由于现货市场出现新需求，亚洲汽油市场信心增强，市场基本面受到支撑，推动8月/9月汽油价格创下近两个月的高点。
在衍生品市场上，周三，新加坡8月/9月92 RON汽油的价差扩大至95美分/桶，日均上涨12美分/桶。标准全球（S&P Global Platts）的数据显示，截至目前，自7月初以来已上涨31美分/桶。
普拉茨的数据显示，就直接价格而言，新加坡92 RON汽油8月掉期价格超过了70美元/桶的关口，为70.77美元/桶，创下2019年5月30日以来的最高水平（当时为71.50美元/桶）。
接下来，第四季度/第一季度季度利差仍为正，周三，亚洲市场收盘时仍为53美分/桶，自7月初以来上涨了12美分/桶。
普拉茨数据显示， 新加坡8月汽油掉期价格较布伦特原油掉期价格（衡量该产品对原油的相对价值）日均上涨62美分/桶，为5.65美元/桶。
差价的增加甚至有可能延续到周四交易日，市场相关人士表示，或将92 RON汽油8月掉期价格控制在6.50美元/桶以上，明显高于亚洲周三收盘时5.40美元/桶的水平。
消息人士指出，与上涨相呼应的是，因亚洲部分地区的即时需求支撑了供应过剩的市场，自7月初以来，现货市场的差价也在稳步上升。
周三，格林威治时间8:30，新加坡离岸价(FOB Singapore) 92 RON汽油兑近月洲际交易所(ICE)布伦特(Brent)原油期货结算价为7.13美元/桶，仅比7月5日创下的3个月高点7.14美元/桶低1美分。
需求来自菲律宾和越南，在国内炼油厂问题消息传出后，这两个国家的买家都在现货市场上寻求即时的原油供应。
普拉茨早些时候报道称，菲律宾石油公司日产量达18万桶的Bataan炼油厂将把生产周期延长至8月下旬，而越南日产20万桶的Nghi-Son炼油厂也将其原油蒸馏装置的运转率降低到50%左右。
此外，消息人士补充称，美国纽约商交所RBOB期货强劲上涨，随后美国PES宾夕法尼亚炼油厂关闭，这也提振了亚洲市场的油价。自7月初以来，美国RBOB/布伦特原油价差平均为16.09美元/桶，大幅高于6月的11.76美元/桶。
王佳晶 摘译自 普氏能源资讯
原文如下：
Firmer Asia gasoline fundamentals push Aug/Sep timespread to near 2-month high
Firmer sentiment and strong fundamentals in the Asian gasoline market drove the front-month August/September timespread to a near two-month high Wednesday, as fresh demand emerged in the physical market, industry sources said.
On the derivatives market, the August/September Singapore 92 RON gasoline spread widened to 95 cents/b Wednesday, marking a 12-cent/b gain day on day. Month to date, the timespread has jumped 31 cents/b since the beginning of July, S&P Global Platts data showed.
On the outright price, the Singapore 92 RON gasoline August swap surpassed the $70/b mark to be assessed at $70.77/b Wednesday, marking the highest level since May 30, 2019, when it was assessed at $71.50/b, Platts data showed.
Further down the curve, the Q4/Q1 quarterly spread remained in positive territory at 53 cents/b at the Asian close Wednesday, up 12-cents/b since the start of July.
On cracks, the front-month August Singapore gasoline swaps against Brent swaps -- which measures the relative value of the product to crude oil -- jumped 62 cents/b day on day to be assessed at $5.65/b Wednesday, Platts data showed.
The increase in paper cracks is even likely to extend to Thursday's trading session, as market participants were heard to be pegging the 92 RON gasoline August paper crack above the $6.50/b mark early Thursday, notably higher than the $5.40/b level seen at the Asian close Wednesday.
Mirroring the uptick in the paper market, differentials in the physical gasoline market have also steadily risen since the start of July, as pockets of prompt demand in Asia lent support to an oversupplied market, sources said.
The FOB Singapore 92 RON gasoline crack against front-month ICE Brent crude futures stood at $7.13/b at the 0830 GMT close of Asian trade Wednesday, just 1 cent shy of its three-month high of $7.14/b on July 5.
Demand emerged from the Philippines and Vietnam, with buyers from the respective countries seeking prompt barrels on the spot market following news of domestic refinery issues.
Philippine Petron's 180,000 b/d Bataan plant was heard to be extending its turnaround to the second half of August, while Vietnam's 200,000 b/d Nghi Son refinery was also heard to have cut run rate at its crude distillation unit to around 50%, Platts reported earlier.
Additionally, strong US NYMEX RBOB futures following an incident and subsequent closure of US' PES Pennsylvania refinery have also buoyed Asian cracks, sources added, with the US RBOB/Brent cracks averaging $16.09/b since the start of July, sharply higher than $11.76/b in June.
