俄罗斯索科尔原油溢价在亚洲因供应减少而反弹剥皮机

中国石化新闻网讯 据普氏能源资讯新加坡4月9日消息 由于供应量减少以及俄罗斯等级需换气扇求复苏成为看涨因素，本周亚洲现货市场交易中俄罗斯轻质原油索科尔(Sok温度仪ol)的现货价差本周反弹至3.5美元/桶。

据亚洲交易员本周透露，据报道印度石油天然气公司(ONGC)在5月30日至6月5日期间向一家大型石油公司出售了7万桶原油，较迪拜溢价约3.5美元/桶。

消息人士称，此前由于从美国套利的轻质低硫原油大量涌入市场，再加上石脑油利润率疲弱，索科尔价差已跌至2.5美元/桶。

新加坡时间周一下午4:30(格林尼治时间08:30)，索科尔的估价较迪拜近月原油估价高出3.5美元/桶。普氏数据显示，这一溢价上次出现在3月19日，为3.6美元/桶。

索科尔原油产自俄罗斯Sakhalin I油田，原料药重39.7度，含硫量0.18%，棕褐色等级0.12。

然而，EIA数据显示自那以来，美国出口已下降，截至3月29日当周为270万桶。

普氏数据显示，布伦特/迪拜近月期掉期合约平均价格为每桶71美分。4月迄今，价差平均为1.44美元/桶。

EFS价差收窄意味着，与布伦特挂钩原油相比，迪拜挂钩原油的定价相对较高，因此竞争力较低。

相关贸易消息人士表示，6月装货量较5月减少。另一位驻新加坡的原油交易员表示:“我们本月只有10艘船，而上月只有12艘。”

市场参与者将密切关注印度石油天然气公司(ONGC)的招标结果，该公司将在6月9日至15日期间提供70万桶Sokol原油装载。

吴慧丹 摘译自 普氏能源资讯

原文如下：

Russia's Sokol crude premiums rebound in Asia on lower supply

The cash differential for Russia's light sweet Sokol crude grade rebounded to $3.50/b levels in spot market trading in Asia this week as lower supply coupled with a revival in demand for the Russian grade serving as bullish factors.

India's ONGC was reported to抛光砖 have sold a 70,000-barrel cargo of the crude grade, loading over May 30-June 5 to an oil major at a premium of around $3.50/b to Dubai, according to traders in Asia this week.

Previously, Sokol differentials地刷 had dipped to $2.50/b as a flurry of light, sweet crude arbitraged from the US flooded the market, combined with weak naphtha margins, sources said.

Sokol was assessed at a premium of $3.5/b to front-month Dubai crude assessments as of 4:30 pm Singapore time (0830 GMT) on Monday, according to data from S$P Global Platts. The premium was last higher on March 19, where it stood at $3.6/b, Platts data showed.

Sokol crude is produced from Russia's Sakhalin I oil field, and has an API gravity of 39.7 degrees, a sulfur content of 0.18% and TAN rating of 0.12.

However, US exports have fallen since then to stand at 2.7 million barrels as of the week ended March 29, EIA data showed.

The front-month Brent/Dubai Exchange of Futures for Swaps, a key indicator of ICE Brent's premium to Dubai swaps averaged 71 cents/b in March, according to data from Platts. The spread has averaged $1.44/b so far in April.

A narrower EFS spread implies that Dubai-linked crude grades are priced relatively higher compared with Brent-linked crude grades, making them less competitive as such.

Trade sources also pointed to fewer cargoes loading in June as compared with May as another reason why premiums for June-loading cargoes are higher.

"We have only 10 cargoes this month as opposed to 12 last month," another Singapore-based crude trader said.

Market participants would be watching out for the tender results from India's ONGC, who is offering 700,000 barrels of Sokol crude for loading over June 9-15.