据道琼斯9月12日消息,花旗预计,全球炼油行业的盈利能力可能会持续承压,直至年底,甚至明年上半年。花旗表示,炼油行业利润率面临压力的原因是,预计未来几年供应将大幅增加,而新冠病毒疫情大流行可能导致需求疲软持续。花旗表示,近几个季度,全球多数炼油企业的炼油毛利大幅下降,以当前价格计算,亚洲企业几乎无法实现盈亏平衡。它预测,短期内这种温和的趋势将持续下去。该公司表示:“我们认为,炼油利润在年底甚至在2021年上半年都不会出现有意义的反弹。”
张春晓 摘译自 道琼斯
原文如下:
Oil Refining Industry Profitability May Remain Weak Into 1H 2021
The crude oil refining industry's profitability will likely remain under pressure globally through year-end, or even 1H next year, Citi expects. The margin pressure is a result of significant supply additions expected in the coming years and potentially prolonged demand weakness due to the pandemic, Citi says. Most refiners' gross refining margins have sharply fallen in recent quarters globally, with Asian firms barely breaking even at current prices, Citi says. It projects the muted trend to drag on in the near term. "We do not see meaningful GRM rebound into year-end or even 1H21," it says.
标签:炼油
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