美国炼油商自2009年以来首次减少原油加工

据今日油价11月24日报道，根据路透社市场分析师约翰·肯普(John Kemp)编制的EIA数据显示，由于美国和国外对石油产品的需求减弱，截止2019年目前为止，美国各地的炼油厂都减少了原油加工总量。

迄今为止，美国炼油厂的原油加工量自2008-2009年危机以来首次下降。

面对国内需求疲软，国外需求削弱以及亚洲燃料供过于求的情况，今年到目前为止，美国的炼油厂加工的原油量较低。肯普指出，减产帮助炼油厂避免了国内的燃料过剩，但是较低的加工率造成了原油供过于求。库存的增加一直在拖累原油价格。但同时，肯普认为，原油增加支撑了炼油利润。

根据EIA最新的每周库存报告，在截至11月15日的一周中，美国炼油厂的利用率为89.5％。相比之下，去年同期的利用率为92.7％，两年前的11月17日的一周利用率为91.3％。

EIA数据显示，到目前为止，炼油厂的累计原油日均投入量已达到1659.3万桶石油。这比去年的累计日均投入量1690.8万桶有所下降，同比下降1.9％。

炼油厂原油输入量的下降部分归因于费城能源解决方案炼油厂的关闭，该炼油厂的总日炼油能力为33.5万桶，这是东部沿海最大的此类炼油厂。

但根据肯普收集的EIA数据，今年到目前为止，美国其他PAD地区的加工率也有所下降-海湾沿岸下降1.6％，西海岸下降2.2％。

郝芬 译自 今日油价

原文如下：

US Refiners Reduce Crude Processing For First Time Since 2009

Refineries across the United States have reduced their total crude oil processing so far in 2019, as demand for oil products both in America and abroad has weakened, according to EIA data compiled by Reuters market analyst John Kemp.

Year to date, U.S. refiners’ crude processing has declined for the first time since the 2008-2009 crisis.

Faced with weaker demand at home and weakening demand abroad, and amid a fuel glut in Asia, refiners in the U.S. have processed lower volumes of crude oil so far this year. The cutting of rates has helped refiners avoid a fuel glut domestically, but lower processing rates have built an oversupply in crude, Kemp notes.

The inventory builds have been weighing on crude oil prices.

But at the same time, crude builds have supported refining margins, Kemp argues.

According to EIA’s latest weekly inventory report, in the week to November 15, the utilization rate at U.S. refineries stood at 89.5 percent. This compares with utilization of 92.7 percent for the same week last year and with 91.3 percent for the week to November 17 two years ago.

The cumulative daily average crude oil input to refineries has been 16.593 million barrels of oil (bpd) so far this year. This is down from last year’s cumulative daily average crude oil input of 16.908 million bpd, or a 1.9 percent decline year on year, EIA’s data shows.

Some of the decline in crude oil input into refineries could be attributed to the shutdown of the Philadelphia Energy Solutions refinery complex with a total refining capacity of 335,000 bpd, which was the largest such complex on the Eastern seaboard.

But processing rates in other U.S. PAD districts have also dropped so far this year—by 1.6 percent on the Gulf Coast and by 2.2 percent on the West Coast, according to EIA data compiled by Kemp.