美国能源部长:沙特输油管道有望在几天内恢复运行
US Energy Secretary: Saudi Pipeline Could Be Back In Service Within Days

原始链接: https://www.zerohedge.com/markets/us-energy-secretary-saudi-pipeline-could-be-back-service-within-days

美国能源部长克里斯·赖特预计,在近期遭受袭击后,沙特阿拉伯关键的“东西输油管道”将于几天内恢复运营。这条长1200公里的管道日输油量为400万至500万桶,约占全球供应量的4%至5%,是霍尔木兹海峡受限时的重要替代通道。 该管道的关闭已导致供应紧张,迫使沙特阿美公司推迟了对欧洲的运输,并推动布伦特原油价格升至每桶108美元以上。自9月11日以来,延布港没有任何油轮出发,波兰Orlen等国际买家已开始寻求其他来源,包括北海原油和美国原油。 尽管早先有报道称停运可能持续数周,但快速修复将缓解市场对延布库存耗尽的担忧。与此同时,沙特阿拉伯继续寻求在美军支持下,通过霍尔木兹海峡输送更多原油。如果东西输油管道能迅速重启,将为本已面临沙特产量处于数十年来最低水平的全球市场提供亟需的稳定性。

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原文

By Julianne Geiger of OilPrice.com

Saudi Arabia’s East-West oil pipeline could be back in service within days, U.S. Energy Secretary Chris Wright said Tuesday, offering the first relatively concrete timeline for restoring a route that had been moving 4 million to 5 million barrels per day around the largely closed Strait of Hormuz.

The 1,200-kilometer pipeline was shut after an attack last week damaged the system. Wright said Saudi officials were still assessing the damage, but expected repairs to be measured in days rather than weeks.

The East-West line has been carrying roughly 4% to 5% of global oil supply to the Red Sea port of Yanbu, giving Saudi Arabia an outlet while traffic through Hormuz remains severely constrained. The outage could last several weeks, according to earlier estimates, raising the possibility that export-ready inventories at Yanbu would soon be depleted.

Some of that disruption has already reached buyers.

Saudi Aramco has canceled or delayed late-September crude cargoes to several European refiners. Poland’s Orlen has been buying North Sea crude and seeking U.S. WTI Midland and Kazakhstan’s CPC Blend after Saudi deliveries slipped. No Saudi crude had departed Yanbu since September 11, according to Vortexa data cited by Argus.

Saudi crude supply had already fallen to 6 million bpd in August, down 2.3 million bpd on the month and the lowest level in more than three decades, according to the International Energy Agency.

The pipeline shutdown pushed crude prices higher again Monday and Tuesday, with Brent climbing above $108 per barrel as traders priced in another potential loss of supply.

Wright said Saudi Arabia is also trying to move more crude through Hormuz with U.S. military assistance.

A restart within days would restore one of the few high-capacity routes still available to move Gulf crude without relying on the Strait of Hormuz. It would also arrive before Yanbu inventories become the next constraint.

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