飓风使美国13%的炼油产能闲置秤盘

据8月25日阿格斯网站消息：由于飓风劳拉不断增强，德克萨斯州和路易斯安那州的炼油商加快了停产速度，美国炼油产能约有13%被闲置。

今天，德克萨斯州和路易斯安那州的炼油商证实，由于飓风劳拉的威力增强，以及登陆预报更接近德克萨斯州休斯顿附近的炼油厂，炼油商将生产率再减少190万桶/天。约250万桶/天的产能已确认，计划降低费率或完全闲置。

道达尔今天证实，将关闭其位于德克萨斯州亚瑟港的日产量为24万桶的炼油厂，昨天，Motiva公司日产60万桶的炼油厂也已证实关闭。埃克森美孚关闭了其位于Beaumont的日产为36.2万桶的炼油厂，但仍在继续运营其位于德克萨斯州Baytown的日产为56.05万桶的炼油厂。马拉松石油公司拒绝置评，该通知称，该公司已开始关闭位于得克萨斯州得克萨斯市的日产量为58.5万桶的加尔维斯顿湾炼油厂。Citgo和Phillips 66都在降低路易斯安那州查尔斯湖的炼油厂的产量。

劳拉正在积蓄力量，预计将在德克萨斯州休斯顿和路易斯安那州新奥尔良以西的摩根城社区之间登陆。这条路线约有450万桶/天的炼油能力。

飓风会切断美国东部墨西哥湾和大西洋沿岸市场的电力供应，因为断电、洪水或直接的风力破坏会迫使炼油厂停运一周或更长时间，具体情况取决于飓风的严重程度。

8月中旬的数据显示，美国汽油需求比去年同期下降10%。墨西哥湾沿岸炼油厂的产量较上年同期下降17%，在这种环境下已经导致一些设施闲置。纽约港地区的汽油库存比去年8月中旬的水平高出8.1％，为3,390万桶，而大西洋沿岸的汽油库存则比同期高4.8％，为2,930万桶。本月早些时候，连接该地区和大西洋海岸的主要燃料管道中断，产品市场几乎没有波动。但停电仍刺激RBOB期货价格走高，并推高了从欧洲向美国运输燃料的运费。

冯娟 摘译自 阿格斯

原文如下:

Hurricane Laura idles 13pc of US refining capacity

Refiners have taken about 13pc of US refining capacity off-line as Texas and Louisiana operators accelerate shutdowns ahead of a strengthening Hurricane Laura.

Refiners confirmed idling or reducing throughput rates by another 1.9mn b/d in Texas and Louisiana today as Laura intensified to a hurricane and landfall forecasts drifted closer to refineries near Houston, Texas. About 2.5mn b/d of capacity has confirmed plans to reduce rates or fully idle ahead of an expected landfall tomorrow evening.

Total today confirmed shutting down its 240,000 b/d refinery in Port Arthur, Texas, adding to Motiva's 600,000 b/d refinery there, confirmed yesterday. ExxonMobil is shutting down its 362,000 b/d refinery at Beaumont but continues to operate its 560,500 b/d refinery in Baytown, Texas. Marathon Petroleum declined to comment on a notification that it began shutdown procedures at its 585,000 b/d Galveston Bay refinery in Texas City, Texas. Both Citgo and Phillips 66 are cutting rates at their refineries in 注射模具Lake Charles, Louisiana.

Laura is gathering strength and is forecast to make landfall somewhere between Houston, Texas, and the Morgan City community west of New Orleans, Louisiana. About 4.5mn b/d of refining capacity sits in that path.

Hurricanes can cut off supply to the eastern US Gulf coast and Atlantic coast markets as power outages, floodwaters or direct wind damage force refineries offline for a week or more, depending on severity. But Laura is churning toward a US refining complex already running at reduced rates to offset demand depressed by efforts to contain the Covid-19 pandemic. Mid-August implied US demand, the most recent figure available, reported gasoline demand 10pc lower than year-ago levels. US Gulf coast refineries were running 17pc lower than year-earlier levels, an environment that had already led some facilities to idle. Gasoline stockpiles in the New York Harbor region are 8.1pc higher than year-ago levels in mid-August, at 33.9mn bl, and lower Atlantic coast gasoline stockpiles are 4.8pc higher than the same period, at 29.3mn bl. A break that disrupted flows on the main fuel pipeline connecting the region to the Atlantic coast earlier this month passed with barely a ripple in product markets. But the outages have still spurred RBOB futures higher this week and inspired higher shipping rates for tankers moving fuel from Europe to the US.

Refineries that have confirmed to reduce rates or idle through the storm imported about 540,000 b/d 装潢设计of crude in September last year, with Saudi medium sour, Canadian heavy and Mexican heavy sour grades accounting for most of the volume. All refineries in the hurricane's projected path imported about 750,000 b/d in September 2019.